
Global markets are under heavy pressure this Friday as investors reassess the odds of further US Federal Reserve rate cuts and fret about an “AI bubble” in tech. Blue‑chip indices from Tokyo to London are deep in the red, with Fed officials striking a more hawkish tone and December rate‑cut odds slipping to roughly a coin‑flip. Reuters+1
Today’s highest-ranked model selections.
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A weak final reading or elevated inflation expectations could pressure risk assets.
A surprise versus 58.0 may alter the near-term manufacturing-growth narrative.