Navigating today's macro reset:
- Lock in yield. 5% risk-free rates are generational.
- Hedge energy. Crude acts as a consumer tax.
- Rethink tech. Agentic AI threatens legacy banking.

Navigating today's macro reset:
- Lock in yield. 5% risk-free rates are generational.
- Hedge energy. Crude acts as a consumer tax.
- Rethink tech. Agentic AI threatens legacy banking.