Wall Street’s favourite macro assumption that inflation will cool “enough” to let the Federal Reserve cut rates on a predictable timetable faces a real stress test in the coming weeks.

This week’s market action reinforced that leadership is no longer being driven by narrative alone but by the intersection of liquidity, capital intensity, and execution visibility.

The S&P 3AI Indices represent our first AI-enhanced indices that use predictive modeling to drive stock selection.

In the 30 years that the NFC won the Super Bowl, the S&P 500's average gain for the rest of the year was 9.6%, with positive returns 77% of the time.