Three Themes That Matter More Than the Midterms

Published on October 26, 2026

With the U.S. midterm elections mere weeks away, it can be easy to get swept up in the headlines and questions about what different outcomes might mean for markets.

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AI: Where Will the Money Come From?

October 26, 2026
The equity raises we are seeing are simply staggering the mind. We are going to talk about AI and capital needs: who will get it and who won’t? And the critical question: what will that mean for your portfolio?

Manufacturing Production Is Improving, Manufacturing Employment Is Not

October 26, 2026
Manufacturing production began to recover in early 2026 after nearly three years in recession. Yet manufacturing employment has remained largely unchanged. In other words, a year and a half after tariffs were imposed with the goal of boosting manufacturing jobs, that objective remains elusive.