1216 evidence-backed views published in the latest 7 days, newest first with same-topic and same-event views grouped together.
Each line is one claim extracted from one report: what the publisher expects, in which direction, on which asset, over what horizon. How views are extracted · By asset · By topic
The Bank of Japan has three bond-buying operations scheduled on October 16 where it will target JGBs coming due in 3-5 years (JPY290 billion), 10-25 years (JPY85 billion), and >25 years (JPY75 billion).
Figure 2: October 2026 Directional Outlook Note: All individual currency views in the table above are relative to the G-10 average.
▪ Given our, and consensus, expectations of 0.2% MoM for core, market reaction will depend heavily on the composition and rounding (0.15-0.24).
1 2 3 4 5 6 The Global Competition for Capital / OCT 2026 / page 10 Sizing Total Investable Capital2 The Global Competition for Capital / OCT 2026 / page 11 The $126 Trillion Global Economy Source: International Monetary Fund, “World Economic Outlook – April 2026” Data is for 2026.
Average annual infrastructure spending as a percentage of GDP Telecom & Fiber (1996-2003) Projected Big Tech AI Capex (2025-32) Highways (1956-73) Electrification (1905-25) 3.6% 2.2% 1.1% 1.1% 0.7% 0.5% Railroads (1870-90) Canals (1836-41) The Global Competition for Capital / OCT 2026 / page 41 Leadership in Global AI Capex Spend Source: (1) IDC.
0% 1% 2% 3% 4% 2015 2020 2025 2030 Net interest expenditure on government debt, % of GDP Forecast US EM Eurozone Japan 3.8% 2.4% 1.7% 0.3% 1.5% 2.2% 2.5% 4.2% Regime Shift to Higher Risk-Free Rate B.
• Macro: The Fed chair damped hike expectations while industrial output ran hotter than forecast • Equities: US equities suffered another AI-led selloff, Europe outperformed as investors rotated into defensive sectors, Asian markets remained under pressure.
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