Inflation worldwide

This insight examines the early-February 2026 volatility in US tech and equities broadly to highlight the expected long-run effects of AI on the economy, specifically areas that the market views as likely to be disrupted by AI.

The era of rapid rate relief has been postponed. The Fed has bought itself time. How much it does not control: oil, bond markets, and the consumer will decide.

The US economy may be in for a roller coaster ride in the second half

The Shanghai Composite Index is now trading at levels not seen since mid-2001.