Capital Markets Review
The FOMC raised its fed funds rate by 0.25% (to 3.75 – 4.00%) – its first rate hike in over three years – as August inflation data came in higher than expected and economic expansion remained “solid.” The Fed’s dot plot pointed towards more hawkish policy....
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Insights
Artificial intelligence (AI) has evolved from primarily an equity-market theme into a significant development across virtually every asset class. Building the required ecosystem—data centers, graphics processing units, custom chips, cooling systems, cloud infrastructure, transmission assets, and dedicated power generation—requires substantial upfront capital. Even the largest technology companies are increasingly supplementing internal cash flow....
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