Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Soft Landing vs Layover
November 11, 2026 - Financial markets experienced a volatile October, as investors balanced resilient corporate earnings and enthusiasm for artificial intelligence against inflationary pressures, elevated bond yields and uncertainty surrounding the outlook for monetary policy. While some of the inflation pressure that the U.S. is experiencing today is continued fallout from the pandemic, much of it is also related to lasting tariff effects, energy costs, and even AI related investment demand. Notably, inflation has remained above the Fed’s coveted 2% level for more than five years straight and has made the future of path of rates largely uncertain. The Fed’s September decision to raise rates marked a stark contrast to the soft-landing narrative that had been pitched since 2022 and through early 2026. If this economy is still waiting for a soft landing, it might behoove us to locate the runway first.
