Macro
AI is quickly becoming an economy-wide cost revolution, not just a tech story. Explore how recursive self-improvement could compress disruption timelines, lift corporate margins broadly, and create a new secular growth category in AI governance.
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Macro
Harold Kotler, Bill Sterling, & Dan Fasciano discuss their outlook on the markets, highlighting discipline, diversification, AI, easing inflation, and a broadening global rally.
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Macro
Early indicators suggest a 2026 manufacturing rebound, opening the door to broader equity leadership and renewed opportunities in industrial stocks.
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Macro
Our CIO, Harold Kotler, reminds us that even in a tense, unpredictable world like the one we experienced in 2025, resilience still drives progress.
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Macro
The richest generation in history is unlocking its wealth — a private stimulus happening now, not decades from now.
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Macro
US states and households are thriving, but rising federal debt sets new limits for the shock-resistant American economy.
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Macro
Global Strategist Bill Sterling takes us through how the US federal government shutdown may affect the economy and markets.
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Macro
Harold Kotler, Bill Sterling, & Dan Fasciano discuss market growth drivers, AI’s impact, policy risks, and investment opportunities in small caps, bonds, and global markets.
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Macro
Despite political uncertainty, the stock market rises, driven by falling interest rates, the AI revolution, and renewed confidence in capitalism. Hear more from GW&K’s CIO, Harold Kotler.
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