Macro Scene
US retail investors raise stock allocations to highest level since 2017
US retail investors increased their exposure to shares in September, with stock allocations reaching their highest level since December 2017, according to data from...
US Information sector employment falls to lowest level since 2020
Employment in the US Information sector fell by another 10,000 jobs in September, taking the total to 2.739 million, according to the latest data...
US computer spending hits record as AI investment accelerates
US business spending on computers and peripheral equipment reached a record $420.1 billion in the second quarter of 2026, highlighting the scale of investment...
US equity ETF inflows fall to lowest level since March
US equity exchange-traded funds saw their average daily inflows fall to about US$3.3 billion in September, marking the third consecutive monthly decline and the...
Gold faces sharpest volatility in decades as bond market adds pressure
Gold futures are experiencing an unusually volatile year, with sharp daily falls becoming more frequent as movements in the bond market add pressure to...
US AI infrastructure investment projected to reach $10.3 trillion by 2032
The United States is entering an unprecedented period of investment in artificial intelligence infrastructure, with spending on data centres, power systems, networks and specialised...
