The Next Economy Runs on Compute – and Big Tech Knows It
AI capex arms race continues to accelerate. The companies that build and supply compute will dictate access, pricing, and deployment speed.
Market Viewpoints
“AI is proving bigger than the noise.”
The US’s new tariffs have shaken up the global economy – but the AI boom is helping to hold things together
From Tariff panic to Tech Euphoria
“Scepticism often spikes at the top — but it also tends to keep investors from participating in ongoing structural shifts.”
US Labor Market Fragility Puts Fed on Track for Cuts
“Inflation is easing, equities remain resilient despite short-term volatility, and rate cuts are now firmly on the table.”
Trump Wants Rate Cuts — And He Wants Them Now
We’re seeing a subtle shift in tone from key Fed officials, yet Fed Chair Jerome Powell may be gone soon.