AI-Driven Productivity Offsets Job Fears

Published on March 3, 2026

The market spent the week digesting a modestly hotter PPI print, a pullback in NVIDIA after earnings, and a move in the 10-year Treasury yield below 4 percent.

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Tariff Ruling Highlights Delicate Economic Balance

March 3, 2026
Our framing and outlook for the U.S. economy and markets in recent months can be summarized by what I like to call the “three Bs”: Bifurcation and Broadening, all within the context of a delicate economic Balance.

Fidelity Launches Turnkey Model Portfolios Focused on Private Markets

March 3, 2026
The open-architecture models will invest in private equity, private credit and private real estate.