Stephanie Aliaga

Last quarter, 40% of S&P 500 companies mentioned artificial intelligence (AI) in their earnings calls – more than double from a year earlier – and their collective investments in AI are exploding.

Explore the vulnerabilities of mega-cap tech stocks amid rising tariff tensions and global supply chain disruptions. Discover how trade wars and economic shifts are impacting market dynamics, investor strategies, and the future of AI-driven innovation in 2025.

Explore the January CPI report's impact on inflation trends and the Fed's stance on interest rates. Discover insights into core inflation, energy prices, labor market dynamics and tariff effects. Understand how these factors influence inflation expectations and the Fed's cautious approach amid potential trade wars. Stay informed on economic indicators and their implications for future monetary policy.

Over the past two years, healthcare stocks have experienced significant outflows and underperformance relative to the broader market, despite positive catalysts like innovation and weight-loss drugs.

As Paul Krugman famously stated in 1990, “Productivity isn’t everything, but in the long run it is almost everything.” By boosting productivity, an economy can enhance its standard of living by producing more with the same or fewer resources. In essence, productivity is a key driver of economic prosperity.

The dominance of Big Tech in digital services has enabled them to scale and grow in unprecedented ways, but has also raised concerns about their expanding power.

The U.S. has enjoyed a strong bull market for the past two years, with U.S. equities rallying around 60%. Economic resiliency, the start of a Fed easing cycle and the emergence of AI have been key contributors to this performance.