The Fed's Regaining Trust and Confidence

Bonds have been the asset class, I say, of the year. And that's part of the reason we're seeing this money flow out of bank deposits because bonds themselves are paying so much. So it doesn't surprise me that there would be strong demand for an apple issue. We speak every second day about AI and what that means for employment. If that is, in fact, a long-term trend, at this point, we couldn't deny that.

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