Global Insight Monthly

GI Monthly

Global Equity: Push & Pull

A more complicated picture for the next stages of AI development and renewed  geopolitical volatility have kept equities in check recently. But if unusually energetic earnings estimates for 2026 and 2027 prove achievable, more upside ahead is likely.

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Asian woman reviewing computer

Global Insight U.S. Recession Scorecard
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U.S. Treasury

Dog days of policymaking

 Sep 04, 2026 |Atul Bhatia, CFA

It wasn’t a great end to the summer of 2026 for U.S. policymakers, in our view, with actions by the U.S. Federal Reserve and Treasury highlighting institutional weaknesses instead of playing to their strengths.

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