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November 2, 2026

Every report across our four research series — weekly, monthly, quarterly and global.

U.S. congressional elections to command attention this week

Technology and energy markets diverged sharply this week, while the Federal Reserve’s steady hand proved less decisive than initially suggested. Equities opened on a constructive note Monday following news of Anthropic’s S-1 filing, but sentiment reversed by midweek as hyperscaler earnings from Alphabet, Amazon, and Intel reignited concerns over the scale of AI-related capital expenditure.

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Growth vs Value Factor chart

Growth vs Value Factor — one of the charts from our research.