Happy Friday! 

The five-year bond yields surpassed 5% this week, fueled by a jump in oil prices and stronger economic data. 

On the other hand, it turns out AI is on pace to become the biggest bet in America’s history.

We will cover those topics and more in today’s edition of Weekly Digest…

In case you missed out, here are the articles we published over the past few days: 👇

➡️The Fed recently raised interest rates, spiking short-term bond yields higher. Despite that, the long end of the bond market remained calm, revealing something about the outlook for long-term borrowing costs.

➡️Nike (NKE) has dominated the global footwear industry for decades. However, over the past few years, its market leadership has started to wane. Amid this decline, Deckers Outdoor Corporation (DECK) has emerged as one of the beneficiaries.

➡️ Innovative products can help a company stand out, but sustaining that success depends on how a firm positions itself for sustained growth. 

➡️Getting a prospect’s attention requires more than simply telling them why something matters. Here’s how financial advisors can effectively capture the attention of prospects and clients.

Meanwhile, here are other pieces of news and information you might find interesting: 

• Investment in data centers and related infrastructure in the U.S. is projected to reach roughly $10 trillion from 2025 to 2032, positioning it to become the biggest economic bet in U.S. history.
• The U.S. minted almost half of all new millionaires worldwide in 2025. However, this newfound wealth is creating underinsured clients—a gap financial advisors can help address.

That’s all for today’s Weekly Digest. See you next week!

Best regards,

Joel Litman & Rob Spivey
Chief Investment Officer &
Director of Research
at Valens Research

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