Our April 2026 Market Digest explores a global economy wrestling with "inflationary fever" and shipping bottlenecks. While AI dominates headlines, the real story is the physical limit of the power grid. From a neutral US outlook to a bearish Europe, institutional capital is pivoting toward hard infrastructure and electrification. Discover why the "Electricity Bottleneck" is the most critical metric for investors navigating bond market uncertainty and sticky core inflation.
