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MRB on Business Insider – March 4, 2026
MRB on Business Insider – March 4, 2026
Phillip Colmar, a partner in global strategy at MRB Partners said that the AI infrastructure buildout would lead to higher consumer costs. His outlook bucks the conventional view that productivity gains will lead to lower price growth — and the view that AI could even be deflationary if it sparks higher unemployment.
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MRB on Business Insider – January 27, 2026
MRB on Business Insider – January 27, 2026
MRB Partners contradicted the popular belief that AI is the main driver of GDP and that the “narrowly concentrated” and “extremely vulnerable” growth would tank the entire economy once it falters.” In short, without an AI boom, there would have certainly been less GDP growth last year, but there would also be fewer imports, so that overall real growth would still have been decent,” wrote economic strategist Prajakta Bhide.
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MRB on CNBC – January 26, 2026
MRB on CNBC – January 26, 2026
The AI boom and investment in data centers heavily influenced GDP in early 2025, causing many economists to suggest AI investment was the savior of an otherwise-stagnant domestic economy. However, MRB Partners U.S. economic strategist Prajakta Bhide reveals that consumption was the most crucial driver of U.S. GDP growth last year, which is usually the case in periods of economic expansion. AI-related capital expenditures were the second-biggest driver, she said.
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MRB on Yahoo Finance – November 5, 2025
MRB Yahoo Finance – November 5, 2025
Investing.com–JPMorgan CEO Jamie Dimon’s recent warned cockroaches skittering through credit markets following bankruptcies of auto companies Tricolor Holdings and First Brands, stoking fears of a credit cycle turn. However U.S. equity strategist Salvatore Ruscitti at MRB Partners say the kitchen’s still clean pointing to data showing sturdy credit metrics that will likely get helping hand from Fed rate cuts and a healthy economy.
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MRB on Energy Connects – June 13, 2025
MRB on Energy Connects – June 13, 2025
“We look at the VIX and MOVE indexes, they’re showing an element of complacency in there that’s a bit surprising because of all these events that occurred,” said Phillip Colmar, global strategist at MRB Partners. “If we hadn’t gone through the April fiasco, I think that the markets would be nervous right now and more negative.”
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MRB on Morningstar – June 10, 2025
MRB on Morningstar – June 10, 2025
Based on MRB research, fixed-income “investors are still too complacent on the long-run [developed market] inflation outlook, especially in the market-leading U.S.”
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