Super El Niño: The 30,000-Foot View for Investors

Published on November 12, 2026

El Niño is a climate phenomenon, but its effects transcend the weather map. Driving wide shifts in rainfall and temperature, it can disrupt everything from agriculture to monetary policy, ultimately affecting companies, sovereign issuers and asset prices.

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Retain Your Focus on Economic Fundamentals

November 12, 2026
The AI boom is reshaping the U.S. economy in ways that are becoming increasingly difficult to separate from the broader macroeconomic outlook. The race to build AI infrastructure has fueled a surge in imports of semiconductors, servers, and other computing equipment, while data center construction has become an increasingly important source of business investment.

ETFs & Nvidia: Midterms, Investigations & Dip Buyers

November 12, 2026
High-interest areas like cryptocurrencies and AI-related stocks have faced renewed volatility following the midterm elections, while the recent investigation into Nvidia Corporation (NVDA) has introduced additional unexpected uncertainty for the technology sector and broader equity markets.