Zephyr's Adjusted for Risk: Navigating Financial Market Noise

Published on November 24, 2025

Ryan Nauman and Ryan Patterson cover a range of topics including the resilience of equities amid volatility, the influence of AI on various market sectors, the importance of the US consumer in driving economic performance, and the role of fixed income in a diversified portfolio.

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Fed’s Waller Calls for December Cut, Then Meeting-By-Meeting

November 24, 2025
Federal Reserve Governor Christopher Waller said he’s advocating an interest-rate cut in December, though the US central bank can probably take more of a meeting-by-meeting approach starting in January once it receives a flood of economic data.

Capex Spending On AI Is Masking Economic Weakness

November 24, 2025
The U.S. economy’s recent growth has a distinctive engine: large‑scale capital expenditures (capex) tied to artificial intelligence (AI). Firms such as Microsoft, Alphabet (Google), Meta Platforms, and Amazon have announced massive investments in data centers, servers, networking equipment, and AI infrastructure.