Markets

Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.

AI spending is booming, but U.S. economic growth hasn’t accelerated. The reasons? Imported hardware can offset GDP gains, and AI capex may be crowding out other investment as rates rise.

The Fed held rates steady in October, but the inflation fight isn’t over. Here are the key takeaways for investors – and what they could mean for borrowing costs, cash yields and markets.

The victory sets the stage for a tougher political environment, with a right-leaning Congress and rising fiscal pressures. Markets may react negatively near term, but the impact on economic growth looks broadly neutral.

The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.

Treasury yields have risen sharply, but the level of rates alone doesn’t tell the whole story. Explore why yields are rising, what the Fed may do next, and how today’s higher starting yields can create fixed-income opportunities.

What’s next for the 10-year Treasury yield after it climbed to a level not seen since 2002? Our Global Investment Strategists think yields could go higher next year. Here are the factors they say could have an impact.

Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.