Global Research and Market Insights

A time for thoughtful reflection. This week, our Economics team raises global GDP (gross domestic product) estimates, confident that AI spending won’t overshoot in 2026. While investors worry companies have overindulged in capex, credit data suggests restraint ahead, and analysts note that these concerns are already reflected in reasonably sized multiples. Meanwhile, building a domestic rare earth supply chain remains a complex recipe — one that will take time but should prove worth the wait.

Also featuring commentary from our economists