Political risk: How Trump 2.0 is affecting investment in U.S. assets

February 1, 2026, 8:11 AM ET A trader wears an S&P 7000 hat on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Jan. 28, 2026. Despite the skyrocketing valuations of the Magnificent Seven and anxiety over massive AI capital expenditures, one top economist argues that the U.S. stock market is missing the most critical ingredient of a financial mania: the exit of the “smart money.” Owen Lamont, a portfolio manager at Acadian Asset Management and a former University of

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The AI Capex Boom: Growth Without Jobs, Productivity Without Payoffs—Yet The global economy has entered a rare phase where massive capital investment is driving growth without proportionate gains in employment or productivity. According to Bridgewater Associates’ January 2026 analysis, the ongoing A