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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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Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

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