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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 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
S&P Global MediaTalk | Season 4 | Ep. 45 - How Media Companies Cashed In on Record Midterm Ad Spending
Charles Schwab Can New Congress Deliver What Voters Asked For
UBS Growth and tightness
UBS The risks reshaping global AI investment
Royal London Clockwise: Cautiously optimistic into year-end
RICS Housing sales outlook weakest since 2023 as mortgage rates weigh on demand
CBRE Property and Debt in 2027: Can we be optimistic?
Capital Group Midterm impacts on AI data centres, tariffs and Iran
Ashmore Group EM equity and AI: cheap exposure today, broader impact tomorrow
EFG International Navigating divergence – Hedge Fund Strategy Update

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