The Weekly Market Update

Analyzing the week's events and their impact on your investments.

Fear, Flows, and the AI Spending Race

Markets Without Anchors: Volatility, Speculation, and the Rise of AI Agents

The Escalation Cycle: How Policy and Supply Are Driving Price Extremes

Policy Shifts and Market Repricing

The “Midterm Mandate” & Policy Intervention

Why the “Wait-and-See” Strategy Is About to Get Expensive

Easing Policy, Tighter Conditions: Making Sense of Mixed Signals

The Era of Misinformation: When AI Distorts Markets and Predators Exploit People

The Rally Broadens as Rates, Risk, and AI Reset Expectations