2 November 2026
Moore’s Law in Space – Download Chart of the week
The Market Place – Download Market Data
- Resilient growth kept monetary policy restrictive, while disappointing technology earnings exposed the market sensitivity created by elevated expectations for artificial intelligence investment.
- A measured Budget limited immediate market disruption, but weak domestic activity and firmer price pressures left the policy and fiscal outlook finely balanced.
- The ECB paused as expected, but energy driven inflation risks, subdued confidence and persistent fiscal concerns kept the region’s market outlook unusually sensitive.
- Weak Chinese activity and a global technology repricing contrasted with tighter Canadian policy and sharp political volatility in Brazil during the week.