A slowing of the AI data center investment should result in a rebalancing and redirection of capital into the real economy. … READ MORE >
artificial intelligence
Market Minute: This time is not different
Whenever a transformative technology is introduced, there will be malinvestment. Eventually, the bond market imposes discipline. … READ MORE >
Market Minute: Nonresidential investments’ rising role in productivity and growth
Total nonresidential investment has grown from an annualized level of $2.7 trillion in 2020’s second quarter to $4.6 trillion this year. … READ MORE >
Market Minute: Smells like animal spirits
Surging capital expenditures will result in rising productivity, greater output and a robust labor market. … READ MORE >
Financial services trends: Deregulation, AI adoption, UK fraud legislation
As the first quarter of 2026 ends, top-of-mind trends in the financial services industry include deregulation, global adoption of artificial intelligence and recent fraud legislation in the UK. We examine these trends below. … READ MORE >
Practical agentic AI security guardrails for small- and medium-sized businesses
As the use of agentic AI platforms becomes a competitive advantage for businesses, implementing the right security guardrails is a critical step. … READ MORE >
Market Minute: What, me worry? Investors’ risk appetite changes.
Investors are increasingly questioning whether the extraordinary investments in AI will pay off. … READ MORE >
Market Minute: Equity market downturn has likely run its course
Our preferred metric of equity market performance implies that the recent market downturn, led by artificial intelligence firms, has reached its end, or is about to. … READ MORE >
5 things to know in life sciences: Week of Nov. 3, 2025
Each week we highlight five things affecting the life sciences industry. Here’s the latest. … READ MORE >
Health care industry trend watch: Week of Sept. 29, 2025
How OBBBA is reshaping health care. This and more in this week’s trend watch. … READ MORE >