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Does the AI stock correction change the outlook?

AI turbulence, rising oil and resilient consumers: hear our macro experts connect the dots.

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Markets weigh AI bubble risk as Fed outlook turns hawkish

AI optimism is surging but risks are building. Our experts debate whether strong data will force the Fed’s hand.

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Tech strength holds as inflation heats up

Hear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response.

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Markets rebound after Iran ceasefire, but risks remain

Jack Janasiewicz and Brian Hess explain why the Iran ceasefire matters for markets and it’s impact on model portfolios.

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Iran war, oil backwardation, and the Fed’s next move

Listen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications.

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When policy, AI, and markets test investor conviction

Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure.

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Growth to inflation: 4 things that may surprise in 2026

Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.

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Employment, inflation, and AI: Looking back on 2025

Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.

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Stocks get stronger while labor market gets weaker. What’s next?

From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in.

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Labor market slows as tech drives US economic growth

Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts.

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