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After the recent changes in the composition of the S&P 500, some new companies (e.g. Robinhood) recorded spectacular growth, with one report mentioning increases of 200% for the leaders this year. The main drivers of growth are the topics of AI, storage, and the return of retail demand for digital financial services. This phenomenon shows

Bank of Japan Board Member Asahi Noguchi expressed on September 29, 2025 that the need for interest rate hikes in Japan is growing “more than ever,” signaling a possible breakthrough in the country’s hitherto accommodative monetary policy. Noguchi, so far seen as a dovish member of the BOJ, notes stable economic progress, inflation approaching the

Global stock markets received a boost after Goldman Sachs raised its recommendation for global stocks to “overweight”, arguing that economic momentum was improving, favorable valuations and growing support for fiscal and monetary policy. The bank points out that mid-2025 brought a clear increase in risk appetite, and the indices broke through multi-month resistance levels, which

In its September announcements, the Fed gave mixed signals: on the one hand, the markets are discounting a series of rate cuts, on the other — Fed representatives (m.in. Beth Hammack) are warning of persistent inflationary pressures, especially in the services segment. Official documents from mid-September confirm that the FOMC Committee is still at the