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Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.
AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and explain how its promise is matched against technological, economic, and geopolitical challenges.
There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.
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