Global Research and Market Insights

October 05, 2025
Must Read Research: Market leaders are changing with the leaves.
This season, market leaders are changing with the leaves. We explore how profit growth is turning up for small caps, address concerns about how long AI capex can stay in the green, look into the stiff winds facing low-end hotels and discuss whether bullish sentiment suggests the emerging market (EM) rally is headed for a fall.
Also featuring commentary from our economists
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