Jim Lydotes breaks down three market signals: a shift in enterprise AI spending, energy reshoring after Iran tensions, and a potential catalyst for housing.

Highlights from the week of May 22 – May 28, 2026.

Last week, America’s collective mood remained somewhere between “mildly irritated” and “aggressively clipping coupons.”

The retirement income conversation belongs in your DC practice. Lead it before someone else does.

Get the latest insights from our securitized credit desk.

Just when the market was starting to act like it could possibly go five minutes without a fresh identity crisis, here come the IPO rumors. SpaceX could hit in June. OpenAI is reportedly eyeing September. Anthropic is aiming for later in 2026.

Last week's economic data releases were about as consistent as a social media thread about the economy...

As companies look to bond markets to fund AI investment, the credit impact is showing up in more selective ways, creating opportunities for active investors.

Private equity (PE) buyout valuations have moved to unusually low levels relative to public equities. For secondaries investors, that gap may expand the number of opportunities where the acquisition price aligns with target returns.

On Tuesday, the 20- and 30-year U.S. Treasury yields hit their highest levels since 2008.