A Broader Market Awakening

Published on March 16, 2026

After a decade defined by narrow, largely intangible businesses driving growth, markets appear to be entering a new phase shaped by physical buildout across AI infrastructure, defense, energy, and supply chains.

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Trade Policy and Inflation Risks

March 16, 2026
Although the administration has expressed support for a lower federal funds rate, several policy developments since taking office continue to complicate that objective. In particular, recent tariff actions – some of which were legally challenged and later invalidated by the Supreme Court – have contributed to ongoing uncertainty around trade policy.

US Department of Labor cites Midwest commercial bakery for repeat, serious safety violations following employee injury

March 16, 2026
CHICAGO – The U.S. Department of Labor has cited a Midwest commercial bakery for repeatedly exposing employees to safety hazards after a worker suffered a broken arm in September 2025 when clearing dough from a machine while working on the production line. The department’s Occupational Safety and Health Administration cited Alpha Baking Co. Inc. with repeat violations for lack of lockout tagout tr