The first rate hike in three years is in the books. The Fed is officially taking direct steps to slow inflation. Meanwhile, the equity market’s worst-performing sector this year has already been pricing in a slowdown. Anyone caught off-guard by the recent consensus around a rate hike clearly hasn’t been paying attention to consumer discretionary
Following the Federal Reserve is the closest thing market-watchers have to an ongoing soap opera. The “will they / won’t they” push-and-pull around interest rates can turn on a dime, depending on the day’s news. The central bank’s next move is always under a microscope. But for the entirety of 2026 so far, the Fed
Investors got a reprieve on Thursday as the bond market regained its footing following a global sell-off earlier in the week. A rout in global bonds on Tuesday that sent yields spiking was partly reversed on Thursday, with investors cheering as US Treasury yields dropped from multi-year highs. The move appeared to be largely driven
Leaders: Marc Andreessen, co-founder of Andreessen Horowitz Charles I. Jones, Stanford economist Asha Sharma, CEO of XBOX Your mission: Study how artificial intelligence and technological change are affecting productivity, employment, and economic growth. This is possibly the highest profile panel. Andreessen has been one of the most vocal proponents of AI in Silicon Valley, while
