Healthcare’s Risk to the Economy Is Now Too Big to Ignore

Published on October 9, 2026

Consumer confidence is collapsing, hiring is weak and the housing market is largely frozen. All of which serves to underscore that the US economy is only holding up because of the boom in artificial intelligence and an aging population spending ever more on healthcare.

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Understanding the 10-Year Treasury: A Multifactor Framework

October 9, 2026
Headlines are popping up left and right about how high the 10-year Treasury yield has risen. While investors make decisions about what is the “right” longer-term cost of government debt, many journalists focus on single-factor ways of viewing it.

AI’s Risks Are No Reason for Panic

October 9, 2026
“Nobody knows anything,” the screenwriter William Goldman famously said of the movie business. Much the same can be said today for artificial intelligence, a technology that’s moving fast, destination unknown.