Recent increases in the Fed’s balance sheet may not have the same impact on money supply, growth and equities as in previous cycles.

Mike Wilson: Not All Bank Reserves Are Created Equal

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GenAI will likely drive the exponential growth of data centers. Listen as our Capital Goods Analyst shares key takeaways on the electrical equipment central to the data center market.

A Central Piece of the GenAI Puzzle

As global conflicts escalate, our Global Head of Fixed Income and Thematic Research unpacks the possible market outcomes as companies and governments seek to bolster security.

The Repercussions of Rising Global Tensions

Our Global Head of Sustainability Research and U.S. Utilities Analyst discuss the rapidly growing power needs of the GenAI enablers and how to meet them.

How Will the GenAI Revolution Be Powered?

Markets are suggesting that spirits consumption will return to historical growth levels post-pandemic, but our Head of European Consumer Staples Research disagrees.

A Sobering View on the Spirits Sector

The math of ‘bond-equity correlation' is complicated. Our head of Corporate Credit Research breaks it down, along with the impact of bond rates on other asset classes.

Mike Wilson: Not All Bank Reserves Are Created Equal

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