Weekly Market Commentary 11-10-2025

“AI Infrastructure: A New Pillar of Economic Growth”
See what we have to say about the following:

 

 

 

• AI Infrastructure: A New Pillar of Economic Growth
  AI-related investments are now a primary driver of U.S. economic growth, with intellectual property products making a record contribution to GDP.

 

• Strong Loan Demand and Shifting Economic Composition
  Increased demand for commercial and industrial loans signals ongoing capital investment, while intellectual property products have grown to 7% of the economy.

 

• Construction Cash Converging on Data Centers
  Despite declines in most nonresidential construction, data center investment is surging and is now tracked separately due to its economic importance.

 

• STAAC Commentary and Asset Allocation Insights
  The STAAC remains tactically neutral on information technology but overweight U.S. large cap growth, maintaining a balanced stance while monitoring concentration risks.