Category: Market Commentary

In Coldstream’s second quarter 2026 MarketCast, Chief Investment Officer Bryan Shipley, CFA®, CAIA®, discusses events of the first quarter, offering commentary and analysis on the market and economy. He examines the factors shaping the investment environment and shares the team’s outlook on the market landscape going forward. Recorded on 4/8/2026. Information is current as of [...]

There is something grounding about traveling internationally during a period of market stress—ironic, perhaps, given the language barriers, unfamiliar customs, and cities where the familiar rhythms of home feel far away. My family spent spring break traveling through Hong Kong, China, and Japan, and what stood out was not disruption but continuity. Full flights, trains [...]

What’s in this article: The current state of AI investment and integration: a productivity boom Is AI experiencing mania? AI bubble risks Coldstream’s AI outlook AI: boom or bubble?   Artificial intelligence (AI) dominates headlines these days, but how can investors distinguish a clear signal amid the noise? AI is already affecting the global economy, [...]

2025 Highlights Global growth has proven resilient, despite trade shocks. “Liberation Day” on April 2nd, 2025, when President Trump’s package of tariffs went into effect, sent shockwaves through markets. Since then, however, the outlook for markets has rebounded and even improved for 2026. Still, inflation and a weaker U.S. dollar remain the lingering scars of [...]

Coldstream is excited to share its MarketCast for the first quarter of 2026, where we’ll wrap up 2025 and look ahead at the coming year. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. In this MarketCast, Chief Investment Officer Bryan [...]

What’s inside: The AI Revolution Running into a BRICS Wall Difficult Demographics Trust in a Digital World Going Beyond Human Renovating Real Estate A Food Reboot A Developing Consumer Debt Crisis Financial Nihilism A Return to the Real World Every generation experiences normalcy bias, an all-too human tendency to expect that conditions will remain normal [...]

Coldstream is excited to share its MarketCast for the fourth quarter of 2025, where we discuss the events of the third quarter of 2025 and look ahead to the coming year. This short video presentation offers commentary and analysis of the market and economy, examining the factors influencing the environment and shaping the landscape. In [...]

Quarter Highlights Global growth has proven resilient, despite trade shocks. Since “Liberation Day,” forecasts have rebounded and even improved for 2026. Still, inflation and a weaker U.S. dollar remain the lingering scars of tariff escalation—adding to rising fiscal concerns worldwide. Recession fears have largely faded. A strong consumer market and an acceleration in AI-related capital [...]

Quarter Highlights Stabilizing Global Growth Amid Evolving Trade Dynamics Despite recent macroeconomic, policy, and geopolitical challenges, global economic resilience is strengthening. Investor attention is shifting from U.S.-centric growth to a more diversified global perspective. U.S. Tariff Policy Presents Ongoing Growth and Inflation Risks While recession fears have eased, lingering tariff threats and policy uncertainty may [...]