Market Viewpoints

The Chair of the US Federal Reserve, Kevin Warsh seems to be saying – stop looking to the Fed for forecasts and start focusing on the data.

Extreme outcomes are easy to imagine and often dominate attention in uncertain times—but they rarely fully materialize.

AI capex arms race continues to accelerate. The companies that build and supply compute will dictate access, pricing, and deployment speed.

The US’s new tariffs have shaken up the global economy – but the AI boom is helping to hold things together

“Scepticism often spikes at the top — but it also tends to keep investors from participating in ongoing structural shifts.”