Global markets face complex risks from geopolitical tensions and fragmented oil prices. Economist Jahangir Aziz highlights that Brent crude is not the sole indicator. He believes the US Federal Reserve will not cut rates this year, with a potential hike in 2027. Persistent inflation could lead to demand destruction. Investors must look beyond surface-level signals.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while
October 29, 2026