Author: mankaryousg@gmail.com

Analyzed the current market conditions as of August 2026 to explain how shifting inflation dynamics are shaping global equities.

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The Inflation-Stock Market Paradox of 2026 As we move through the second half of 2026, the relationship between global inflation and stock markets has become increasingly complex. While the post-pandemic inflation of the early 2020s seemed to be a distant memory, a new energy-driven inflation shock and the AI-driven capital expenditure (capex) supercycle have combined …

Read More Analyzed the current market conditions as of August 2026 to explain how shifting inflation dynamics are shaping global equities.

Artificial Intelligence on the financial world. AI has moved beyond being a speculative tech trend to becoming the primary engine driving global stock market valuations, liquidity, and trading strategies in 2024 and 2025.

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The AI Revolution in Global Stock Markets 1. Market Concentration and the ‘Magnificent Seven’ The most visible influence of AI is the extreme concentration of market gains in a handful of tech giants. Stocks like Nvidia, Microsoft, Alphabet, and Meta have seen their valuations soar due to their roles in AI infrastructure and software. In …

Read More Artificial Intelligence on the financial world. AI has moved beyond being a speculative tech trend to becoming the primary engine driving global stock market valuations, liquidity, and trading strategies in 2024 and 2025.