Humanoids: A $5 Trillion Market

May 14, 2025 | Markets

The number of robots that resemble and act like humans is likely to reach nearly 1 billion by 2050, with China currently leading in development. The humanoids market could surpass $5 trillion by 2050, including sales from supply chains and networks for repair,...

Weekly Warm-up: Is the Correction Over?

Mar 17, 2025 | Markets

With the S&P trading at the low end of our 1H range, a tradable rally is likely. Sentiment/positioning are lighter, seasonality is improving, and the DXY/10Y yield are down 6%/50bps over the last 2 months. This doesn’t mean growth risks are extinguished....

Big Tech May Be Losing Its Luster

Feb 12, 2025 | Markets

The “Magnificent 7” stocks are likely to continue falling out of favor as investors turn to cyclical stocks that benefit from economic growth. Key Takeaways The effects of last year’s Fed rate cuts appear to be boosting sectors like U.S. manufacturing and financial...