Global equities opened the year on a strong footing as easing inflation pressures, stable monetary signals, and renewed investor confidence lifted risk assets across both developed and emerging markets.
Incoming economic data points to stronger-than-expected global growth, supported by resilient consumer demand, steady labor markets, and improved manufacturing activity across major economies.
Regulators are moving to relax bank capital requirements in an effort to stimulate lending and economic activity, while carefully managing concerns around financial stability and systemic risk.
China has transitioned into a net creditor position as capital outflows moderate and overseas asset accumulation increases, reshaping regional liquidity flows and global financial balances.
The Bank of England has raised concerns that rapid investment in artificial intelligence may be inflating valuations, warning that excessive concentration and leverage could pose financial risks.
