Markets Outlook

Lead Content

AI/Data Centers: Power Demand, Cyclical Progression, and Sustainability Implications (Goldman Sachs)

AI hyperscalers’ increased spending, server/model productivity gains and US community pushback to data center…

Does It Matter Who Finances the Government’s Debt? (FRBD)

We find that debt financed from foreign borrowing affects interest rates more than the same debt financed from…

Latest posts

Monthly Chart Pack - August 2026: Megaforces Shaping Markets (Savvy Investor)

Discover the forces that will influence capital allocation for years to come.

Artisanal and Small-Scale Gold Mining - A Vital Source (World Gold Council)

Artisanal and small-scale gold mining is a significant – and growing – part of the global gold market, but one…

HIGHLY RATED

TOP RECENT POSTS

The Last Sovereign Debt Question of 2026 (New York Life Investment Management)

The AI Boom: Rational Enthusiasm or the Next Dot-Com Bubble? (ECB)

Asia Pacific Data Centers: Where Value Will Accrue (PGIM)

From the Fed to the Yen (PGIM)

Counterintuitive Labor Market Shifts Constrain Measured U.S. Wage Gains (PIMCO)

A Historical Perspective on Factor Index Performance across Macroeconomic Cycles (S&P Dow Jones Indices)

Early Signs of AI-Driven Adjustments in Canada’s Labour Market (Bank of Canada)

Reviewing the Evidence on Worker Retraining Programs (Anthropic)

Stablecoins After GENIUS: Private Money, Public Debt, and the Global Dollar

Industry Multiples in India Report 2026—29th Edition (Kroll)

Is London end-of-day still key for APAC FX traders? (FTSE Russell)

What a 5% 10-Year Treasury Means for Commercial Real Estate (Principal Asset Management)

U.S. vs. China: Who’s Winning the AI Race? (Capital Group)

U.S. Treasury Steps in as Long-End Yields Rise (Robeco)

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ALL TIME

Five Mega Forces Shaping Tomorrow’s Returns (Special Report, 2023)

The re-globalization Megatrend (Special Report, 2023)

Micro Caps: Is Now the Time? (Special Report, 2023)

The AI supercycle (Special Report)

Portfolio Positioning in a Shifting Environment (Special Report, 2023)

Discovering Sources of Alpha and Diversification in Fixed Income (Special Report, 2023)

2023 Bond Outlook: The long view (Special Report, 2023)

Investment Outlook: Setting the stage for 2023 (Special Report, 2023)

Sustainable Goals in Sovereign Investing (Special Report, 2023)

Fixed Income: Are the rules changing? (Special Report, 2022)

Fixed Income: Winners and losers during regime change (Special Report, 2022)

Chart Pack: Mid-Year Outlook for 2026 (PGIM)

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AI alpha, BDC equities, and climate investing Explore this selection of high-quality…