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At the moment, hardly any topic concerns our investors as much as the question of where the US economy is heading. The debate is not only about potential interest rate changes by the Federal Reserve, but also increasingly about the political side of the economy.

The Federal Reserve's immunity is eroding. What initially began with social media commentary and personnel disputes is now developing into the most profound intervention in American monetary policy in decades. What degree of autonomy can be maintained when the market itself becomes a complicit actor?

Strength in the Economy, Fragility in Market Breadth – Where Investors Should Look Next

Current inflation models may soon be outdated. The widespread adoption of AI could unleash a new force—making the seemingly impossible prospect of perpetual growth a reality.

Record investments just to stay in the game: the AI industry isn’t even attempting the balancing act between growth and profitability. The question of when investments will be monetized is being pushed into the future.

Markets have so far withstood many stress tests. However, the room for maneuver is narrowing, and risks remain elevated. Why are resilience, flexibility, and smart risk management more important now than ever?