Can the AI Spending Boom Pay Off?
Big Tech is pouring more than $1.4 trillion into AI, prompting investors to ask: Is it worth it? Our U.S. Internet analyst Brian Nowak looks at three business models that could earn 25 to 50 percent r...
9 Sep 5min
AI Debt Starts Moving the U.S. Treasurys Market
U.S. Treasurys are the foundation of the bond market. But our strategists Matthew Hornbach and Vishy Tirupattur explain the growing impact of corporate credit as AI financing accelerates.Read more ins...
8 Sep 9min
What Could Shake Up Markets in September?
Investors have plenty to digest this month, from economic data to central-bank decisions. Our Global Head of Fixed Income Research Andrew Sheets outlines what could drive the next bout of volatility.R...
4 Sep 3min
Why Oil Prices Could Rise to $100 Again
Our Global Commodities Strategist Martijn Rats explains how tightening supply and shrinking buffers are pushing Brent prices up again, and what that would mean for fuel costs and energy markets.Read m...
3 Sep 5min
3 Policy Catalysts to Watch This Fall
Midterm elections, backlash against data centers and a U.S.-China summit. Michael Zezas and Ariana Salvatore discuss themes that could test investor confidence in the coming months.Read more insights ...
2 Sep 10min
The $33 Billion AI Security Opportunity
As AI agents gain access to sensitive enterprise systems, companies need new ways to control what they can do. Meta Marshall breaks down the emerging market for agentic identity security.Read more ins...
1 Sep 4min
From Coffee to Cans: A U.S. Caffeine Shift
Younger generations are reshaping caffeine consumption. Our U.S. Household Products and Beverage Analyst Dara Mohsenian discusses how the growing appetite for energy drinks could influence beverage ha...
31 Aug 5min
The Politics Behind the Rising U.S. Debt
Our Head of U.S. Public Policy Research Ariana Salvatore looks at what the midterms may reveal about politician’s appetite for tackling the faster-than-expected increase in the U.S. debt.Read more ins...
28 Aug 4min
