First, Alap Shah said artificial intelligence will nuke the world economy. Then, the report he co-authored with Citrini Research further inflated AI bubble fears and triggered a mass selloff of everything from delivery to payment stocks — an event that dragged cryptocurrency prices down with it. Now, the Lotus Technology Management chief investment officer says he is surprised by how visceral the reaction to the paper’s vision of the future was. “I thought there was going to be a small reaction, “ Shah ...

Rotation The Has Been Underway. The Case for Thoughtful Diversification Grows Stronger | ETF Trends### Broad Market Leadership Opens 2026Despite early volatility driven by global bond market stress, tariff-related tensions, renewed inflation concerns, and uncertainty surrounding Federal Reserve leadership, equities finished January higher, with the S&P 500 reaching new all-time highs. On the back of strong economic data and earnings, market leadership broadened beyond mega-caps as the S&P 500 Equal Weight I ...

traditions, culture, and collegiality of the Fed. We believe Powell will cede the spotlight to Kevin Warsh, if he is confirmed by the Senate, and make a graceful exit from the central bank.Conclusion: We Expect Fed to Maintain Credibility; Remain Constructive on Stocks, Underweight Fixed IncomeThe Fed has done enough to maintain a solid economy, in our view, and now it must pause to see if the economic data supports its current monetary policy. As for the political and leadership headwinds, we believe the b ...

16 February 2026 | 6:36PM EST Economics Research Global Views: More Noise Than (Macro) News 1. Despite elevated geopolitical risk and sharp sector rotations in the equity market, our optimistic baseline outlook for 2026 remains largely unchanged. We expect global growth to outperform consensus expectations, helped by fading tariff effects, fiscal support, and easier financial conditions. Nevertheless, we see inflation falling further toward target in most economies, reflecting not only reduced effects from ...

The Perfect Storm For A Market Collapse - 24/7 Wall St.[S&P 5006,840.40 -0.11%][Dow Jones48,869.20 +0.04%][Nasdaq 10024,790.20 +0.19%][Russell 20002,622.37 -0.23%][FTSE 10010,691.30 +0.07%][Nikkei 22557,665.30 +1.52%][Stock Market Live February 24, 2026: S&P 500 (SPY) Rebounding from Monday Disaster][Investing]# The Perfect Storm For A Market Collapse### Quick Read2008 Market Crash Hit 38%Credit Markets In Deep TroubleAI May Ruin Economy- Are you ahead, or behind on retirement? [SmartAsset's free tool] can ...

Austan Goolsbee, President and CEO of the Federal Reserve Bank of Chicago, speaks to the Economic Club of New York in New York City, U.S., April 10, 2025.Chicago Federal Reserve President Austan Goolsbee said Tuesday that interest rate cuts aren't appropriate until there's more evidence that inflation is on its way down.With recent indicators showing that inflation well off its highs but still above the Fed's 2% target, Goolsbee noted that policymakers "have been burned by assuming transitory inflation" in ...

US stocks have churned near a record for nearly four months, with virtually every gain quickly wiped out by a bout of selling like Monday’s. The relentless churn has pushed the number of bears in a closely watched survey of investor sentiment past the bullish group for the first time since November. And a Deutsche Bank measure of discretionary equity positioning is now underweight, according to Parag Thatte, a strategist at the bank. Most Read from Bloomberg Together, the two gloomy signals add up to a ...

Core Viewpoint - The UK government announced that streaming services like Netflix, Amazon Prime Video, and Disney+ will be required to follow the same content and accessibility regulations as traditional broadcasters, aiming to protect audiences and ensure accurate news reporting [1]. Group 1: Regulatory Changes - Streaming services with over 500,000 UK users must adhere to new standards set by Ofcom, which include accurate and impartial news reporting and protection against harmful content [1]. - The inclusion of streaming services under Ofcom's broadcasting code is intended to safeguard audiences from harmful content and ensure accessibility services, such as subtitles, are provided [1]. Group 2: Market Context - Approximately two-thirds of UK households subscribe to at least one major streaming service, with 85% of people using an on-demand service monthly, compared to 67% who watch live TV [1].

The report highlighted that despite global headwinds, the Indian economy has remained resilient, supported by strong domestic demand and steady economic activity across sectors.It stated "we expect Q3FY26 real GDP growth of closer to 8.1 per cent".According to the report, high-frequency economic indicators suggest resilient economic activity during the third quarter of FY26. Rural consumption has remained strong, supported by positive signals from both farm and non-farm activities.At the same time, urban c ...

Investment Rating - The report indicates a cautious but positive outlook for the UK office market, with a focus on Grade A space and a potential increase in investment activity in 2026 [5][11]. Core Insights - The UK office market showed resilience in 2025, with a total take-up of 5 million sq ft, slightly below 2024 levels but in line with the five-year average [6]. - Demand for Grade A office space remains strong, accounting for 61% of total take-up, driven by the Financial and Professional Services sector [6]. - The overall vacancy rate reached 14.1% in Q4 2025, with Grade A vacancy slightly increasing to 3.4%, indicating a competitive market for premium space [6]. - Investment volumes in the UK regional cities totaled £916 million in 2025, down 38% from the ten-year average, but the second half of the year saw increased activity [12]. - Prime rents across the UK regional cities rose by 3% annually, with the average now at £41 per sq ft, reflecting strong demand for quality office space [6][12]. Summary by Sections Leasing Overview - Total take-up for 2025 was 5,021,202 sq ft, which is a 5% decrease compared to the five-year average [4]. - Active demand at year-end was 3.9 million sq ft, with Financial and Professional Services leading at 43% [6]. - The development pipeline remains constrained, with only 1.7 million sq ft under construction [6]. Investment Overview - Investment volumes reached £916 million in 2025, which is 28% below 2024 levels [12]. - The second half of 2025 accounted for 60% of total investment activity, indicating a shift in buyer and seller pricing expectations [11]. - Prime office yields remained stable, ranging from 6.50% to 10.00% across various cities, highlighting the relative value outside London [12]. Leading Markets - **Aberdeen**: Total take-up was 294,709 sq ft, with Grade A vacancy at 1.7% [21]. - **Birmingham**: Annual take-up reached 651,507 sq ft, with a strong demand for Grade A space [27]. - **Bristol**: Total take-up was 604,119 sq ft, with a notable increase in demand for fitted space [33]. - **Cardiff**: Annual take-up was 289,808 sq ft, with a tightening supply of Grade A space [39]. - **Edinburgh**: Total take-up was 371,659 sq ft, with Grade A vacancy at 7.0% [45]. - **Glasgow**: Total take-up reached 471,753 sq ft, with a strong demand for prime offices [52]. - **Leeds**: Annual take-up was 632,790 sq ft, with a focus on high-quality workspace [59]. - **Manchester**: Total take-up was 1,059,264 sq ft, with a significant flight to quality [65]. - **Newcastle**: Total take-up was 458,893 sq ft, with a strong demand for modern, amenity-rich spaces [72]. - **Sheffield**: Total take-up was 192,399 sq ft, with a focus on refurbishment projects [76].