CEOs vs. the Treasury Market

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Analysts are debating whether Warsh will tilt dovish to support President Trump’s demands for lower interest rates...CEO confidence for the economic outlook has improved, but the Treasury market is still pricing in rate cuts... The Treasury market, however, has yet to be persuaded...ā€ If CEOs are right and growth is re-accelerating, the Treasury market is mispriced... If the bond market is ri...

AWS Security Hub Extended offers full-stack enterprise security with curated partner solutions

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At re:Invent 2025, we introduced a completely re-imagined AWS Security Hub that unifies AWS security services, including Amazon GuardDuty and Amazon Inspector into a single experience... This unified experience automatically and continuously analyzes security findings in combination to help you prioritize and respond to your critical security risks... Today, we’re announcing AWS Security Hub Ex...

Learnings from COBOL modernization in the real world

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There’s a lot of excitement right now about AI enabling mainframe application modernization... AI is a genuine accelerator for COBOL modernization but to get results, AI needs additional context that source code alone can’t provide...Here’s what we’ve learned working with 400+ enterprise customers: mainframe modernization has two very different halves... Give them a clear, validated spec a...

Digital Transformation at Santander: How Platform Engineering is Revolutionizing Cloud Infrastructure

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The solution emerged through an innovative platform engineering initiative called Catalyst, which transformed the bank’s cloud infrastructure and development management... They conceived Catalyst in conjunction with the Platform Strategy Program (PSP), an Amazon Web Services (AWS) program specialized in infrastructure platform design... Implemented through a partnership between AWS Professional...

Reinforcement fine-tuning for Amazon Nova: Teaching AI through feedback

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Foundation models deliver impressive out-of-the-box performance for general tasks, but many organizations need models to consume their business knowledge... In this post, we explore reinforcement fine-tuning (RFT) for Amazon Nova models, which can be a powerful customization technique that learns through evaluation rather than imitation... A new paradigm: Learning by evaluation rather than imita...

Large model inference container – latest capabilities and performance enhancements

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Modern large language model (LLM) deployments face an escalating cost and performance challenge driven by token count growth... This challenge has intensified as frontier models now support up to 10 million tokens to accommodate growing context demands from Retrieval Augmented Generation (RAG) systems and coding agents that require extensive code bases and documentation... AWS recently released s...

Bullish Momentum Holds Firm in Global Asset Allocation

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Echoing previous updates (see here and here, for example), an ETF-based proxy for monitoring the directional bias of multi‑asset‑class strategies continues to skew positive, based on the ratio of two funds: an aggressive asset allocation strategy (AOA) vs... But if this fade for growth relative to value accelerates and deepens, the history of ā€˜secular’ value‑led markets is one of a shar...