Panmure Liberum

Global market volatility: AI growth, yields, and energy

23 clusters · 456 sources · last updated about 8 hours ago

Latest: US Markets face volatility amid inflation and AI investment concerns

Global financial markets remain volatile as the interplay between artificial intelligence growth, energy disruptions, and macroeconomic shifts continues. While Middle East crude oil flows have shown signs of recovery, Br

Enterprise AI: Agentic expansion and systemic risks

89 clusters · 720 sources · last updated 2 days ago

Latest: AI agents and cybersecurity vulnerabilities pose growing risks

The enterprise AI landscape is transitioning toward autonomous, agentic systems, prompting intensified regulatory scrutiny and systemic risk concerns. In the financial sector, U.S. regulators—including the Federal Reserv

Investor skepticism and bubble warnings on AI

37 clusters · 134 sources · last updated 3 days ago

Latest: Ken Griffin warns of potential AI bubble amid massive tech spending

Since early July 2026, fund manager Michael Burry has warned that rapid AI-related investment expansion may be forming a bubble, specifically targeting firms like Nvidia and Palantir. By mid-September, analysts at Capita

Global market volatility and Swedish economic shifts

2 clusters · 8 sources · last updated 23 days ago

Latest: Sweden sees shifts in labor hiring and interest rate forecasts

Global financial markets continue to experience volatility driven by rising bond yields and shifting interest rate forecasts. While initial concerns focused on long-term yields surpassing 5 percent and technology sector