Homrich & Berg sees AI data center build-out lifting investment, profits amid sticky inflation risk
Reuters2026/09/03 21:38- Homrich & Berg’s September 3, 2026 market monitor flagged steady growth led by AI data-center investment, supporting corporate profits and risk assets.
- Sticky inflation shifted focus to possible Fed tightening later this year, raising near-term policy risk as fiscal support fades.
- Stocks stayed tied to the AI theme as leadership broadened; earnings forecasts remained firm despite narrowing growth gaps for the Magnificent-7.
- In rates, the firm favored the belly of the curve as front-end Fed risk met long-end fiscal supply pressure; spreads stayed tight.
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