The Price of Intelligence (S&P Global)
The artificial intelligence (AI) build-out has reached historically extreme investment intensity and unprecedented…
Stocks and Sectors Outlook
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Tracking International Payments: How Are Midsize Firms Responding to Continued Tariff Pressure? (JPMorgan Chase)
The authors examine how midsize U.S. firms are responding to a volatile tariff environment from early 2025 through…
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Clockwise: Still in Stagflation? (RLAM)
Despite a strong rebound in global equity markets over the summer, the outlook remains finely balanced as…
How Is AI Mega-Spend Hitting Global Small-Mid Caps? (Natixis IM)
Vaughan Nelson’s James Eisenman discusses whether global SMIDs are capturing the AI effect and what he thinks of…
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