investments

Households are increasingly invested in the stock market, and massive AI investment is boosting GDP.

The extra premium that investors require to hold Treasurys over the long-term, known as a “term premium,” has been rising.

"With over 50 years of experience, we know that a simple so-called index fund … does actually better than professional money managers," said economist Burton Malkiel.

The accounts are not opened automatically. Families must opt to open them — and experts worry that some low-income kids may get left out.

Some $340 billion was invested by venture capital funds in 2025, according to Pitchbook and the National Venture Capital Association.

Wealthy people have been driving an increasing share of consumer spending over the last year. That’s largely because asset values have been increasing, encouraging wealthy people to keep spending money.

Generally speaking, “private” means “less regulation.”

These partnerships can feed a virtuous cycle that makes innovation more efficient — or they could be an early sign of an AI bubble.

Investment across borders continues, especially for areas like electric vehicle batteries, mining, semiconductors, and AI data centers.

But there’s plenty of room for distortion with import order data right now.