Rationally Exuberant Markets Will Be Risking AI Mishaps in 2026

Published on January 2, 2026

Investors were rationally exuberant in 2025. US consumers remained remarkably resilient, keeping the world's largest economy out of recession. The tariff blizzard waxed and waned, eventually settling at levies still compatible with maintaining global growth, albeit at an anemic level.

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Global Emerging Markets Outlook 2026

January 2, 2026
Artificial-intelligence-related investment is one of the trends likely to sustain the rise of emerging market equities in 2026, as policy support also contributes to a favorable backdrop.

Initial Unemployment Claims Down 16K, Lower Than Expected

January 2, 2026
In the week ending December 27th, initial jobless claims were at a seasonally adjusted level of 199,000. This represents a decrease of 16,000 from the previous week's figure and was lower than the forecast of 219,000.