AI Anxiety Masks Broadening Equity Strength

Published on February 18, 2026

Last week delivered exactly what the market needed on the economic data front: confirmation that inflation continues to cool while the labor market remains firmly intact. The CPI came in softer than expected, finally reflecting the long-awaited deceleration in rental costs.

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The Office Market Is as K-Shaped as the US Economy

February 18, 2026
We’ve seen upper-income consumers power consumption growth over the past year even as middle-income and working-class households become more restrained. The message from the office market is starting to sound similar.

From Bubble Fears to Disruption Risk: The New AI Market Narrative

February 18, 2026
When uncertainty rises, volatility usually follows as the market has a tendency of pricing in worst-case scenarios quickly. AI’s evolution has accelerated rapidly, shifting from novelty use cases to broad, productivity‑enhancing applications across industries.