Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.
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.
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.
Read more in Global Insight Monthly
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