AI Agents Are a Solution Looking for a Problem

Published on November 10, 2026

The shift to artificial intelligence models that can carry out tasks, not just generate content, hasn’t yet taken off in the way the tech industry desperately needs it to.

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Strong Jobs Report Reinforces Outlook and Market Rotation

November 10, 2026
The employment report was extraordinarily strong, with approximately 165,000 jobs created, well above expectations, and upward revisions of 84,000 for the previous two months. Almost all the gains were in the private sector, with manufacturing adding 19,000 jobs.

Outlook: A Review of the Corporate, Agency and Municipal Sectors Given Tight Spreads and Record Issuance

November 10, 2026
Nominal and real yields have risen, creating some of the most attractive opportunities investors have seen in fixed income in several years. A resilient economy, higher oil prices, sticky inflation and growing worry about the deficit have all contributed to higher yields across much of the bond market.