Latest Insights

Rock

The earnings bedrock

May 22, 2026 | Kelly Bogdanova |

The U.S. stock market has challenges coming from all sides yet continues to rally. At first glance the market may seem disconnected from reality. However, corporate earnings have been the great stabilizer.

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Engineers

The promise and peril of AI

May 14, 2026 | Eric Lascelles |

Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.

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Office workers using technology to increase productivity

The delicate shift toward an efficiency-driven economy

May 08, 2026 | Tyler Frawley, CFA |

U.S. equity markets are at record levels, supported by resilient corporate earnings and investors looking past geopolitical risks in the Middle East. However, a widening gap is emerging between asset prices and underlying economic conditions.

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