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Emerging markets surge on AI optimism, though India lags behind
Indian equities have underperformed other emerging markets by the widest margin in decades as investors rotate funds into AI-linked stocks
Pundits pencil-in rate cut next week as Fed divisions widen on where the cycle should stop
A changing of the guard at the Federal Reserve in 2026 could reshape views on the neutral rate
Institutional investors are doubling down on gold — and central banks are keeping the rally alive
A new Goldman Sachs survey shows nearly 70% of institutional investors expect gold prices to keep rising through 2026 —…
US banks are in for a USD 2.6 tn capital boost from upcoming reforms, as global rivals fear growing irrelevance
Jefferies expects the reforms to lift US bank activity in capital markets through 2026
The Big Short, Part II?
Bulls see AI hype giving way to a new “deployment phase” — but bears see an accounting mirage that could…
Markets see widespread sell-offs amid growing AI bubble fears
Alphabet CEO warned that “no company is going to be immune” to the impacts of the AI bubble bursting
Zero-day options are quietly capping S&P 500 rallies
Daily waves of ultra-short-dated option selling are making it harder for the S&P 500 to break higher during trading
Fed policymakers signal hesitation on December rate cut amid deepening divisions
The debate comes as the Fed’s internal independence faces renewed political strain
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