The staggering run of bonds

Markets were quiet Monday but opened lower Tuesday in response to the January inflation report that showed higher-than-expected consumer prices.

The viral outbreak has cast a shadow over global growth expectations

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.

Stocks rallied this week as investors shifted their attention to the Federal Reserve’s upcoming May meeting, with strong earnings from several mega-cap technology companies offsetting renewed regional banking jitters and weak economic data.