Printer Friendly Version Meta’s September launch of Muse, a personal artificial intelligence (AI) agent designed to act on a user’s behalf across digital workflows, crystallized the market’s latest disruption narrative. If AI can make consumer switching easier, which...
What the “SaaSpocalypse” Can Teach Investors About Narratives, Fundamentals, and Time Horizons October 15, 2026 | Thomas Shipp Additional content provided by Tucker Beale, Senior Equity Research Analyst. What the “SaaSpocalypse” Can Teach Investors About Narratives,...
Bull Markets That Last Four Years Typically Last Five October 14, 2026 | Jeff Buchbinder Happy Anniversary bull market! October 12 marked the fourth anniversary of the bull market that began at the S&P 500’s closing low of 3,577 on October 12, 2022. Four years...
Europe Confronts Another Energy Shock October 13, 2026 | Adam Turnquist Since the start of the war with Iran, investor attention has understandably centered on crude oil. The effective closure of the Strait of Hormuz removed roughly 15 million barrels of crude per day...
Printer Friendly Version Bank lending rarely commands the attention that payrolls, inflation, or consumer spending do. But it helps determine how much momentum the economy can sustain. Commercial and industrial (C&I) loans, the workhorse of corporate finance, pay...
