Swiss Re’s Patrick Saner on Soft Landing Scenario, Central Bank Balance Sheet Policy, and Inflation Volatility

Swiss Re’s Patrick Saner on Soft Landing Scen...

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How To Trade The AI Productivity Boom | Weekly Roundup

This week, we're back to discuss whether the economy is entering an AI driven productivity boom and what that means for markets. We deep dive into whether the Fed should actually be hiking rates, growing signs of consumer weakness, how we're thinking about positioning in this env ...  Show more

Can The AI Driven Rally Continue? | Weekly Roundup

This week, we're back to discuss the current AI driven market rally and wether or not it can continue. We then deep dive into the positive tailwinds for energy companies, the trillion dollar wave of IPO's in 2026, the bond market sell off, why active is outperforming and more. En ...  Show more

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