What We’ll Cover:

• The PASS to PACE Transition: Moving from policy & stimulus expectations to core economic fundamentals (Policy, AI, Consumer, Earnings).

• AI & Capital Spending: Why the AI bull market is supported by earnings growth and expanded economic impact—not just valuation hype.

• The K-Shaped Consumer: Navigating lower savings and wage-spending gaps across income levels.

• Global Market Opportunities: Evaluating 2026 EPS estimates across US, International Developed, and Emerging Markets.

• Risk Management & Portfolios: Asset allocation strategies for managing inflation risks, rate expectations, and market regimes.