Top takeaways from the US midterm elections

Abdul El-Sayed, a former public health official on the left of the Democratic party, beat a moderate member of Congress to win the party’s nomination for US Senate in Michigan, in a race clouded by tens of millions in o…

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The Case for GARP: Finding Growth Without the Froth

While market valuations remain on the loftier side, investors face a familiar dilemma. Chasing pure growth leaves portfolios vulnerable to sharp drawdowns, while hiding in traditional “deep value” risks inheriting matur…

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A Volatile Quarter, and Where We See It Heading

The broad markets experienced volatility in the 3rd quarter with concerns over the impact of energy prices on inflation as well as CapEx spending by hyperscaler companies in the AI space driving technology stocks. The p…

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South Korea CPI grows less than expected in Oct

The euro area economy has been more resilient to the effects of the conflict in the Middle East than previously expected. Real GDP growth surprised on the upside in the second quarter of 2026 and short-term indicators p…

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World Markets Watchlist: November 2, 2026

Crypto markets enter the final quarter of 2026 with stronger prices but rising macroeconomic pressure. Bitcoin has rebounded sharply since July, while Treasury yields have climbed to multi-decade highs.

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