Roosevelt Bowman, Senior Investment Strategist at Bernstein Private Wealth Management, assesses the broader market backdrop and where investors should focus heading into the final weeks of summer. Former Federal Reserve Vice Chair Alan Blinder breaks down the outlook for rates and the economy ahead of Jackson Hole. Crypto markets remain volatile despite a recent rally: Andrew Moss of Jefferies explains why he believes it is still too early to declare the correction over or expect a sustained run to new highs. Plus, the increasingly complex financing behind the AI boom and how off-balance-sheet investments are helping fund the infrastructure buildout. Warren Pies of 3Fourteen Research warns that macro risks are rising and outlines what could challenge the market’s momentum. Finally, Harsh Kumar of BMO on his launch coverage of semiconductors and quantum computing and explains where he sees opportunities across both technologies.