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Evolving Data Center Landscape in Asia-Pacific
By: Ivy-sw Ng
The Chinese Property Market in Flux
Investing in a Fog of War and Haze of AI Transition
Time to Turn Back?: Return to Growth or seek US equity alternatives?
A.I. is growing quickly and is very hungry: S&P firms provide the essentials
Not your father’s stagflation: It’s a virtual reality
Revisiting R^: How does the fiscal deficit affect the neutral Fed Funds rate?
Foreign investors rethink US assets, but the S&P 500 is global and digital
New world order for trade: What Next?
Altitude Sickness: Breathe, go slowly, stick to the big markers
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
By: David Bianco
Surging AI capex: Macro implications of its size and return on investment?
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
The end of macro?: Some companies are so big they are the macro
We believe that artificial intelligence will continue to drive the markets in 2026 – both positively and negatively. Its possibilities remain exciting. But investors will become more selective.
