AI Disruption Pauses While the US Economy Remains Resilient

Executive Summary  Last week, the S&P 500 returned +1.0%.  Markets continued to be whipsawed as traders assess the impact of AI across a number of industries; oil rose and perceived inflation risks kept a lid on bond prices as the U.S. continues a substantial military buildup in the Middle East. Late in the week, the U.S. Supreme Court […]