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Insights
December 2025
In our last 2025 episode, discover upgraded sector calls for 2026 based on our 4Q25 global analyst outlook survey.
Energy, power, and mining players are reshaping their strategies to meet surging demand amid supply constraints.
Defense primes and industrials new to the sector are jostling for a share as government investments climb.
In this episode, we’re tackling the year-ahead outlook for the S&P 500.
Interest rate cycles will evolve in diverse ways across the globe in the year ahead.
Follow the trends poised to impact the global economy, focusing on growth prospects, inflation forecasts, and policy...
Explore what drove the S&P 500's strong post-Thanksgiving rally and the tactical signals reshaping market expectations.
As central banks chart divergent paths into 2026, regional opportunities and risks emerge across markets.
Clearwater Analytics CEO Sandeep Sahai discusses how the explosion of data and generative AI are reshaping...
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