10 November 2026
Elongated Musk – Download Chart of the week
The Market Place – Download Market Data
- Strong employment and political change supported economic resilience, but the technology sell-off exposed increasingly demanding assumptions around artificial intelligence investment and valuations.
- The Bank of England tightened policy into an uneven economy, balancing resilient services activity against weak construction and a renewed energy-driven inflation threat.
- Energy-driven inflation strengthened the case for tighter policy, while slower activity and uneven German data kept the region’s underlying growth outlook fragile.
- Technology concentration amplified regional volatility, while mixed Chinese activity and tighter Australian policy highlighted diverging economic and monetary conditions across Asia.
