"The bond market has never been so quiet"
"In just seven months, annualized revenue at 'AI native' companies selling AI models or apps has doubled, from $15 billion to more than $30 billion"
"The start of 2026 has seen the ‘risk-on’ mood gain further traction among institutional investors"
"Risk Appetite has continued to climb, rising to the highest level since the summer of 2021"
"Health care & social assistance accounted for essentially ALL of private-sector job growth in 2025"
"Seeing these two lines break down like this is about as bullish as it gets"
