Weekly Headings

This report argues that current market momentum is fundamentally different from the 1999 dot-com bubble due to strong corporate earnings and sustainable AI integration. The broader US economy remains stable, with controlled growth and a stabilizing labor market.

Key Takeaways

• 1.The current market environment, while echoing dot-com era momentum, is supported by stronger fundamentals including highly profitable tech companies.
• 2.The US economy is not overheating, with 2026 growth tracking at 2.4% and the Fed likely on a prolonged pause.
• 3.AI adoption is characterized as an evolution rather than a revolution, being layered onto an already digital world, leading to more durable growth.

Table of Contents

• KEY TAKEAWAYS
• CHART OF THE WEEK
• Economy
• Equity
• Fixed Income
• Washington Policy
• Commodities
• Charts of the Week
• Asset Class Performance | Distribution by Asset Class and Style
• Asset Class Performance | Weekly and Year-to-Date
• Weekly Data
• Disclosures

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