Updates – Macro Trend

Thinking Out Loud: What If Artificial Intelligence Is a Net Positive for Humanity?

February 26, 2026
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Why the Next Leg Higher for U.S. Long‑Duration Equities Likely Emerges in the Second Half of 2026

February 26, 2026
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Wall Street’s Forty-Year AI Experiment: Five Lessons for the Age of Generative Intelligence

February 23, 2026
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Wall Street narratives move faster than data while markets trade the story

February 12, 2026
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America’s Quiet Economic Turning Point: Five Takeaways From a New Supply‑Side Boom

January 30, 2026
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The Moderating Dollar: Rebalancing, Not Retrenchment

January 29, 2026
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China’s Trade Surplus, Global Liquidity, and the AI Capital Cycle

January 15, 2026
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A Second Look at Tariffs and Their Impact on the Macroeconomy

December 29, 2025
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2026 OUTLOOK – TWO Speed Business Cycle, Optimism Outweighs Pessimism, But Expect Disruptions Along The Way

December 23, 2025
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FOMC Sends a Dovish Signal Despite the Expectation of a Hawkish Message

December 11, 2025
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