Below, please find November’s edition of On the Markets – Graystone Consulting’s monthly publication summarizing the Global Investment Committee’s market outlook.
The November issue includes:
- AI Financing: the Quality Divide: Could the increased cost of borrowing threaten the AI build-out? According to Morgan Stanley & Co. Research, the build-out should proceed apace, but financing terms will be increasingly shaped by credit strength, collateral, and structure.
- Gold: More Than a Rates Trade: Despite a Fed rate hike, a stronger US dollar and elevated bond yields, gold has managed to hold at nearly $4,000 per ounce. Central bank buying and ETF inflows are helping offset the macro headwinds, and the outlook for gold is bright.
- Autonomous Trucking: It’s Time to Get Real: While it has been a long and winding path for autonomous trucking, the industry has arrived at a key inflection point. With the technological debates settled, a final hurdle approaches: Can it be commercialized?
Graystone Consulting Articles
