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Templeton Manager: Why Client Portfolios Need Emerging Markets
Emerging markets (EMs) may be entering a more durable period of outperformance, according to Andrew Ness, who argues that structural shifts in the global economy are tilting the balance away from developed markets.
'Magnificent 7' Earnings Rush Reveals AI Spending Surge, With Hyperscaler Capex Set To Reach $725 Billion In 2026
(Yahoo! Finance) - The biggest companies making the biggest artificial intelligence investments signaled Wednesday that they’re not done raising their investment ambitions to meet this moment.
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HSBC to cut up to 10,000 jobs in drive to slash costs
The plan represents the lender's most ambitious attempt in years to cut cost. It said the cuts will focus mainly on high-paid roles.
The Fed Has No Choice Now: Give The Markets What They Want
The Powell Put is invulnerable after a week of soft economic data actually gives the Fed a concrete reason rates need to ease.
Stock Havens Cost More Than Ever, Right When Investors Need Them
Take utilities stocks, which ended September trading near 22 times earnings, an all-time high. REITs are now at their priciest in three years.
Roubini Now Sees Only Three Global Recession Triggers
The global economy is heading towards inevitable recession from triple scourges, warned famed economist Nouriel Roubini, sometimes known as Dr. Doom.