AI

Michael Goosay on Bonds, Inflation and the Fed

U.S. bond markets are facing pressure as oil prices climb above $100 a barrel, Treasury yields rise and investors await the latest CPI report....

Oil Above $100 Puts Inflation Back in FocusChristine Short on Inflation, Oil and the Fed

U.S. markets are facing pressure as oil prices surge above $100 a barrel, producer prices remain elevated and investors turn their attention to the...

Treasury Yields Rise as Markets Brace for Fed Decision

Treasury yields remain in focus as the U.S. government increases its Treasury buyback program, while stronger economic data and rising oil prices add to...

AI Boom Is Just Getting Started

The AI infrastructure buildout is still in its early stages, with hyperscalers continuing to ramp up capital spending on data centers, compute and semiconductors....

Nate Miller on AI, Cybersecurity and the Next Tech Investment Wave

AI is changing the cybersecurity landscape at machine speed, and that could have major implications for corporate spending, technology investment and capital flows. As...

Most AI Tokens Are Headed to Zero, Here Is How to Spot the Ones That Are Not

Alice Liu, Head of Research at CoinMarketCap, returns to Capital Markets: Wall Street to MENA with a checklist every crypto investor needs right now....

September Markets: Inflation, Oil and Fed Uncertainty Explained

Wall Street closed out the week with a mixed session, as investors weighed stronger than expected jobs data, persistent inflation concerns and uncertainty around...

AI, Sustainability and the $4 Trillion SDG Financing Gap

The UN Global Compact is entering its third decade of working with businesses around the world to advance responsible business practices across human rights,...

Who Actually Owns Your AI Agent : and Why the Answer Matters More Than You Think

Dr. David Minarsch, CEO of Valory and Founding Member of Olas, joins Raghda Ibraheem as AI agents move from executing tasks to executing trades,...

Crypto Meets AI: Why Privacy Could Become the Next Big Trade

Crypto and artificial intelligence are increasingly colliding, creating new opportunities as well as new challenges for investors. Bitcoin and Ethereum ETFs recorded $2.6 billion...

AI Demand Is Exploding: Is the AI Trade Just Getting Started?

AI demand continues to surge, but macroeconomic pressure is keeping investors on edge. With U.S. 30 year Treasury yields near 5.3% and WTI crude...

Why Bond Yields Are Rising Around the World

Global bond markets are facing renewed pressure as inflation, fiscal deficits, geopolitical tensions and shifting Federal Reserve expectations push yields higher. Sonu Varghese, VP...