Research Review | 20 February 2026 | Forecasting Returns

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I first document a strong and robust predictive relationship between credit spread news and financial market risk... Credit Spread News and Financial Market Risk Fabrizio Ghezzi (University of California San Diego) December 2025 This paper shows that credit spread news, defined by changes and absolute changes in corporate bond credit spreads, predict a substantial share of future variation in fin...

Build AI workflows on Amazon EKS with Union.ai and Flyte

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This option provides maximum control and is ideal for teams with strong Kubernetes expertise who want to customize their deployment... We explore how the Union... Why Flyte/Union for Amazon EKS The Flyte on Amazon EKS Python workflows scale from laptop-to-cluster with dynamic execution, reproducibility, and compute-aware orchestration... These workflows, along with Union... Some key factors inc...

Amazon Quick Suite now supports key pair authentication to Snowflake data source

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Choose a strong passphrase and store it securely—you will need this later when generating the public key... Password-based authentication introduces security vulnerabilities, operational friction, and compliance gaps—especially critical as Snowflake is deprecating username password... Amazon Quick Sight (a capability of Amazon Quick Suite) now supports key pair authentication for Snowflake i...

US Q4 Growth Set To Extend Streak As K-Shaped Risk Lurks

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The US economy is on track to report a third straight quarter of growth in tomorrow’s delayed GDP update for Q4, based on the median of a set of nowcasts compiled by The Capital Spectator...Although the top-line measure of economic activity is expected to chug along at a solid pace for a third straight quarter, there are growing concerns about the so-called K-economy effect – a reference t...

Build unified intelligence with Amazon Bedrock AgentCore

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We built the Customer Agent & Knowledge Engine (CAKE), a customer centric chat agent using Amazon Bedrock AgentCore to solve this challenge... CAKE coordinates specialized retriever tools – querying knowledge graphs in Amazon Neptune, metrics in Amazon DynamoDB, documents in Amazon OpenSearch Service, and external market data using a web search API, along with security enforcement using Ro...

Evaluating AI agents: Real-world lessons from building agentic systems at Amazon

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The generative AI industry has undergone a significant transformation from using large language model (LLM)-driven applications to agentic AI systems, marking a fundamental shift in how AI capabilities are architected and deployed... While early generative AI applications primarily relied on LLMs to directly generate text and respond to prompts, the industry has evolved from those static, prompt-r...

Disinflation Hints At More, Earlier Fed Rate Cuts

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Consumer inflation was softer than expected in January, but the news hasn’t changed the market’s outlook for the Federal Reserve to keep its target interest rate steady until June...The downshift is encouraging, but a closer look at the numbers beyond the top-level disinflation suggests caution is still warranted about inflation’s future path... Another is food inflation, which r...