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Equities · Macro

A tale of two markets

Equity markets seem focused on AI, but some of the details in yesterday’s stronger US consumer price inflation data matter. Groceries and electricity prices continue to rise noticeably, and have a strong influence over inflation perceptions and affordability. Affordability concerns have not noticeably changed consumer…

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Source Title Topics Published Actions
S&P Global EU's Russia LNG ban from January to impact Asian supply; demand holds key
Charles Schwab Why This Market Keeps Changing Its Mind
Charles Schwab Stocks Up as PPI Cools, Nvidia Attempts Rebound
Charles Schwab Looking to the Futures: 13 Nov 2026
BNP Paribas Asset Management View from the markets: Asia may not follow US rate hikes
Macrobond Financial U.S. Midterms - What Lies Ahead for the Economy and Markets?
State Street Investment Management How the midterms could reshape the AI investment cycle
Edmond de Rothschild Asset Management Market Flash: The Fed changes gear
MFS Week in Review: Hot CPI Lifts Yields
GMO Explain or Exit
S&P Global Japex seeks no more alternative LNG cargoes for Oct-March, raises JKM forecast
Amova Asset Management Navigating Japan Equities: Japan and the US midterms, BOJ’s inflation assessment
AllianceBernstein Speed Bumps? How Rate Spikes Shape US Stock Valuations
ETF Trends Election Results Indicate AGZD Could Be Advantageous
Ninety One Emerging Market Debt Indicator – October 2026
ETF Trends Nomura Debuts Japan ETF Days After First Fund Conversions
Invesco Inside the markets | Helping you guide clients: October 2026 review
Van Lanschot Kempen Asset Allocation Outlook: November 2026
S&P Global Global payroll growth slows as firms juggle fuller order books against outlook uncertainty
S&P Global Mozambique growth gathers momentum as demand surge tests capacity
S&P Global Industry Credit Outlook: 2027 Will Test European Insurers On Multiple Fronts
S&P Global Insurance Industry And Country Risk Assessment: New Zealand Health
S&P Global Insurance Industry And Country Risk Assessment: Australia Life
S&P Global Adopting Clean Technologies; APAC's Economic Balancing Act; and Sanctioned Tanker Purchases
S&P Global USDA raises Brazil soybean oil exports, cuts regional stocks

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