May 26, 2026

2026 Q1 Quarterly Macro Review

Q1 commentary provides a primer on Artificial Intelligence. The once-in-a-generation AI capital buildout will impact labor, productivity, and markets.

Related

2024 Q2 Quarterly Macro Review

2024 Q2 macro quarterly market evaluation and what it might mean for investment and asset-allocation.

2025 Q1 Quarterly Macro Review

Q1 signals broad disruption as Trump targets government, trade, and more.

2023 Year in Review and 2024 Year Ahead

Review markets from 2023 and a look ahead to 2024: The Old Normal.