The midterm elections upended American politics, but when it comes to the stock market, elections come and go. We examine the investment landscape and four factors that we believe matter more to the U.S. equity market’s performance than elections.

Powerful hardware and software advances are transforming robotics. Humanoid designs and artificial intelligence could change how robots are used in many industries—and how we interact with them.

The Fed under Chair Kevin Warsh has offered tough talk but little follow-through. After another Fed meeting that left investors wanting and waiting, we examine the latest messaging and what it might mean, if anything, going forward.

While the Q3 earnings season is capturing investors’ attention, we have one eye on the Middle East crisis as we believe it is the most underappreciated risk for equity markets and the economy.

China’s AI models now rival leading U.S. alternatives yet face mounting semiconductor constraints. We examine the latest developments in Chinese AI and explore what these advances mean for the competitive landscape ahead.

The S&P 500’s trend is positive, but rising interest rates remain a concern that has led to deteriorating breadth. The silver lining is that the weakness in many stocks has moved some indicators toward oversold levels that often support a rebound.

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

For most of the past two decades, the U.S. power system had a relatively simple job: maintaining the grid for an economy where electricity demand barely grew. But that job is changing quickly.

The European economy has been surprisingly resilient, though the European Central Bank (ECB) is alert to the risk of rising natural gas prices. Given the crowded political agenda ahead, we explore where political noise could create opportunities.