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#1 archived pick
Invesco
Sep 28, 2026
32 sec read
The AI bull market remains intact despite headwinds from higher oil prices and rates.
Meta's new AI agent, Muse, has seen strong adoption, demonstrating the potential for consumer AI to drive future earnings.
#2 archived pick
Goldman Sachs
Sep 28, 2026
36 sec read
The Treasury plans to issue more short-term bills, expecting to borrow $739 billion in Q3 2026, an increase of $68 billion from May.
This comes as the Treasury also plans to double its buyback operations for longer-dated bonds, a move that will...
#3 archived pick
AQR
Sep 28, 2026
23 sec read
The primary driver of tax-aware long-short (TA LS) strategy tax benefits is gain deferral, not aggressive loss harvesting.
Extrapolating direct indexing logic leads to a misunderstanding that TA LS strategies aim for greater loss realization than tax-agnostic approaches.
#4 archived pick
Federated Hermes
Sep 28, 2026
28 sec read
The Fed is hiking rates due to inflation, but core CPI is falling.
Energy prices, driven by the conflict in the Middle East, are the main inflation driver.
#5 archived pick
First Trust
Sep 28, 2026
32 sec read
US net interest payments on the national debt will likely exceed $1 trillion in fiscal year 2026.
This marks 3.3% of GDP, the highest since at least World War II.