So far in 2023, equity markets have shrugged off banking stress, recession risk, and monetary tightening in favor of a more optimistic view. While risks remain, alternative data suggests that inflation may fall faster than expected as the economy remains relatively healthy.

Artificial Intelligence (AI) has garnered widespread attention with the public launch of ChatGPT. Learn how these same technologies can be used in investing.

The sudden collapse of two US regional banks and the forced acquisition of Credit Suisse in Europe introduced a third dimension to the existing policy dilemma of balancing inflation and growth objectives: financial stability.

Inflation appears to have peaked, led by improvements in core goods prices and rate-sensitive sectors like housing.