The AI Capex Boom: Growth Without Jobs, Productivity Without Payoffs—Yet The global economy has entered a rare phase where massive capital investment is driving growth without proportionate gains in employment or productivity. According to Bridgewater Associates’ January 2026 analysis, the ongoing A

A World Under Stress: Power, Legitimacy, and Adaptation in 2026 The defining theme of the current global moment is strain—on institutions, currencies, alliances, labour markets, and the social contract itself. Across geopolitics, economics, and technology, the top stories reveal not isolated crises,

Dollar's fall against the euro makes EU goods more expensive in key market

U.S. markets also down after Trump names hawkish Fed chair nominee

This chart shows the price trends for gold, silver, platinum and palladium between Jan. 2025 and 2026 (monthly averages, US$ per ounce).

Analysts says the loonie’s path will depend a lot on this year’s U.S.-Canada trade negotiations

The January 27, 2026 issue of the Trends Journal, published by renowned forecaster Gerald Celente, presents a sobering portrait of a world grappling with economic instability, geopolitical fragmentation, technological disruption, and eroding civil liberties. The overarching narrative connects rising

Explore Candriam’s January 2026 House View: resilient global growth, disinflation, AI and infrastructure-led investment themes, and portfolio strategies shaped by geopolitics and fiscal dynamics.

Get insights on trending investment themes from industry thought leaders on the Indexology® blog from S&P Dow Jones Indices.