Market Update: The Return of Inflation Concerns
Chief Investment Officer Joseph “JP” Powers reviews how markets are reacting to higher prices and what it might mean going forward.
Market Update: AI Spending and the Treasury’s Mini Twist
Chief Investment Officer Joseph “JP” Powers reviews AI hyperscalers’ cash and capex picture and the Treasury’s bond buyback program.
Market Update: The AI Trade Evolution and Inflation Uncertainty
Chief Investment Officer Joseph “JP” Powers discusses two prominent themes currently moving markets.
Market Update: The Cooling AI Trade, a Peace Deal Under Negotiation and SpaceX’s Cautionary Tale
Chief Investment Officer Joseph “JP” Powers covers three elements dominating the investment and economic narrative.
Market Update: AI Resurges, the Fed’s Inflation Challenge and an Oil Impasse
Chief Investment Officer Joseph “JP” Powers discusses why markets have continued to rally despite geopolitical, interest-rate and inflation uncertainty.
Market Update: Is the High-Growth Rebound Sustainable?
Chief Investment Officer Joseph “JP” Powers talks about what’s working in markets and how leadership has again narrowed.
Market Update: The Iran Conflict and Balancing Investment Risks
Chief Investment Officer Joseph “JP” Powers explores the ripple effects of military action in the Middle East.