Latest Research
PULSE - October 13, 2026
Two-Speed Markets, a War-Era Inflation Problem, and a Quieter Washington Risk Premium
EXECUTIVE SUMMARY
- Bifurcation became the week's dominant media frame. Perscient's semantic signature tracking the density of language arguing that the stock market is splitting between a handful of AI winners and everything else posted the largest one-week increase in the entire set, and its economic counterpart — the claim that the economy itself is dividing into winners and everyone else — strengthened alongside it. Commentators are describing an index at record highs as two separate markets, supported by breadth statistics and concentration arithmetic, rather than celebrating the rally.
