Is A Highly Valued Stock Market A Warning Or The New Normal?

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'” The caveat is once again topical as the stock market continues to rise despite high valuations...”We’ve been here before, of course, and it usually ended in tears for stocks... One of the more notable instances of incorrectly arguing that regime change favored the bulls: Yale economist Irving Fisher’s ill-timed 1929 pronouncement that stocks had reached a “permanently high plateau...

Macro Briefing: 25 September 2025

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Signed contracts for new single-family homes jumped to a seasonally adjusted annual rate of 800,000, a 21% from the previous month and 15% above the year-ago level... Federal Reserve Chair Powell said “Equity prices are fairly highly valued,” on Tuesday... Rising grocery prices are a “major source of stress for roughly half of Americans,” reports The Hill: “Grocery prices rose 0...New U...

Agent Factory: Designing the open agentic web stack

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This blog is a wrap-up post in a blog series called Agent Factory which shares best practices, design patterns, and tools to help guide you through adopting and building agentic AI...The rise of AI agents—autonomous software entities acting on behalf of users and organizations—marks a transformative moment for enterprise technology... But as we’ve explored throughout this blog series, ...

US Q3 GDP Nowcasts Indicate Solid Growth After Fed Rate Cut

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US economic growth is still on track to expand at a moderate pace in the third quarter, based on the median estimate for a set of nowcasts compiled by CapitalSpectator... The estimate marks a substantially softer rise compared with the strong 3... Today’s update of the median estimate is unchanged from the previous estimate, published Sep...The Atlanta Fed’s widely-followed GDPNow ...

Macro Briefing: 24 September 2025

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“After voting for a supersize rate cut last week, Stephen Miran has now provided the intellectual cover for President Trump’s calls for drastically lower interest rates... Miran “wants rates almost 2 percentage points lower, at 2...” Newly appointed Fed Governor Stephen Miran’s calls for rate cuts “don’t add up,” argues Wall Street Journalist columnist James Mackintosh... If Miran...

Optimize security operations with AWS Security Incident Response

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Security threats demand swift action, which is why AWS Security Incident Response delivers AWS-native protection that can immediately strengthen your security posture... This comprehensive solution combines automated triage and evaluation logic with your security perimeter metadata to identify critical issues, seamlessly bringing in human expertise when needed... When Security Incident Response is...

Running deep research AI agents on Amazon Bedrock AgentCore

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AI agents are evolving beyond basic single-task helpers into more powerful systems that can plan, critique, and collaborate with other agents to solve complex problems... Deep Agents—a recently introduced framework built on LangGraph—bring these capabilities to life, enabling multi-agent workflows that mirror real-world team dynamics... The challenge, however, is not just building such agents ...