Market & Portfolio Analysis With AI
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Portfolio Analysis, Risk Assessment, Investment Strategy, etc. (First consultation is free)
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Get PremiumWhat Makes Our AI Different
Unlike generic AI tools, we combine institutional quality analysis with human expert review
AI + Human Review
Every portfolio report is reviewed by our experienced team, not just raw AI output.
Institutional Methodology
Same frameworks used at top investment banks: risk metrics, scenario analysis, and structured recommendations.
Actionable Output
Clear PDF reports with specific weights and rationale, not vague summaries. Implement changes in one session.
Direct Expert Access
Premium members get consultations with the team: ask questions, refine strategy, get personalized follow-up.
Market Intelligence
Latest Market News
January CPI at 2.4% YoY, Core 2.5% (Lowest Since April 2021)
Consumer prices rose 2.4% YoY in January, down from December's 2.7%. Core CPI matched expectations at 2.5%. Energy fell 1.5% MoM; shelter and food rose modestly. Traders raised June rate cut odds to ~83%.
Q4 GDP Slows to 1.4% vs 2.5% Expected; Shutdown Impact
U.S. GDP growth slowed more than expected in Q4. A record government shutdown prompted steep drops in federal spending. Despite the miss, markets stayed calm; rate cut expectations largely unchanged.
Supreme Court Strikes Down Tariffs; Trump Signs New 10% Global Tariff
SCOTUS ruled 6-3 that Trump overstepped authority on emergency tariffs. Over $175B in refunds may be at stake. Trump responded with a new 10% global tariff; Canada and Mexico exempt. SPY rallied to ~$689.
Market Drivers
January CPI at 2.4% YoY and core at 2.5% (lowest since April 2021) support the disinflation narrative. June rate cut odds rose to ~83%. March FOMC likely to hold (94%+); summer cuts in focus.
Fed funds at 3.5%-3.75%; March hold priced at 94%+. J.P. Morgan expects one cut in 2026, likely summer. Powell remains data-dependent; cooler inflation supports eventual easing.
Tariff pivot creates uncertainty: SCOTUS struck down emergency tariffs; Trump signed new 10% global tariff (Canada, Mexico exempt). Over $175B in refunds at stake. Markets rallied; SPY ~$689.
Market Outlook
📊 Short Term (3-6 months)
Constructive - GDP miss and tariff pivot created volatility but markets stayed resilient. SPY near $689. March FOMC likely to hold; June cut odds ~83%. Tariff refund implications in focus.
🎯 Medium Term (6-12 months)
Balanced - Inflation cooling toward 2%; Fed on hold into summer. New 10% global tariff adds trade-policy uncertainty. Growth slowdown from Q4 GDP may prove transitory.
🔮 Long Term (12+ months)
Constructive with volatility - Disinflation supports risk assets. Tariff and fiscal policy shifts can drive sharp moves. Over $175B in potential tariff refunds adds fiscal uncertainty.
⚠️ Key Risks
Tariff escalation or prolonged trade uncertainty; inflation re-acceleration delaying rate cuts; fiscal impact from potential tariff refunds.
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