Record $350 Billion Flows Into Global Stocks in July as AI Boom Drives Earnings
Global equity funds attracted a record $350 billion in net inflows during July 2026, driven by strong AI-powered corporate earnings. However, South Korea's KOSPI crash and cautious outlooks from Goldman Sachs and Morgan Stanley temper the optimism.
Global Bonds Rally as US Treasury Market Finds Support After Fed Signals
Global bond markets rallied on Tuesday as the US Treasury market recovered from multi-year yield highs. The Federal Reserve signaled it would maintain its current monetary policy stance, easing investor concerns about rising borrowing costs worldwide.
AI Boom Drives Corporate Investment Spending Worldwide, Goldman Sachs Reports
The global artificial intelligence investment boom continues to reshape corporate spending patterns, with companies across industries ramping up capital expenditure on AI infrastructure. Goldman Sachs estimates AI-driven investment is contributing nearly 0.5 percentage points to US consumer spending through equity wealth effects.
Emerging Market Stocks Face Volatility but Offer Long-Term Value, Strategists Say
Emerging market stocks faced significant volatility in early August 2026, with the MSCI Emerging Markets Index sliding more than 9 percent before recovering. Despite the turbulence, major investment firms maintain that emerging markets offer compelling long-term value for diversified portfolios.