Global
Global morning: Japan holds rates but accelerates ETF sales
A confirmed central-bank decision meets fragile equity sentiment and renewed scrutiny of AI investment returns.
2026-10-30 · Morning · 3 min readMarkets & News
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Global markets: AI capital spending meets the discount-rate test
Equity rotation, central-bank restraint, sovereign bonds and commodity risk in one connected view.
2026-10-30 · 6 min read