Nvidia isn’t just advancing artificial intelligence; it’s redefining it with “Physical AI,” a bold new frontier where humanoid robots and AI-driven systems interact with the real world, making science fiction increasingly real.
WisdomTree
223 posts
While market expectations for future rate cuts are more than likely going to continue to change, fixed income investors can position their portfolios to navigate the cloud of uncertainty by using an active/passive barbell strategy.
As tariffs, interest rate expectations and regulatory changes take center stage and uncertainty remains a key theme, investors should focus on sectors poised to benefit from policy shifts.
“Build, build, build” and “dig, dig, dig” reflect a determined push to remove barriers and accelerate development. Expect this theme to underpin policies ranging from energy to technology.
The sector has continued to underperform expectations, leaving investors disappointed. But this disappointment should not obscure the shifting dynamics that may favor a brighter outlook in the year ahead.
There are always reasons to be skeptical of the economy. But from FOMC policy, to earnings, to trade and fiscal policy, the risks on the margin may well be for a better-than-expected outcome.
Artificial intelligence (AI) has moved beyond the pages of science fiction to become a transformative force reshaping industries and redefining possibilities.
The U.S. Treasury (UST) 10-year yield could trend toward 5% in 2025, supported by a combination of historical averages and a steepening Treasury yield curve.
Global monetary policies diverge sharply, with the U.S. Fed navigating inflation and labor markets while other central banks cautiously extend their rate-cutting cycles.
Global markets readjust to reflect the anticipated realities of policies under the new administration.
