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Weekly Market Directions

Lights and shadows from the IMF

The IMF raised its 2026 global growth forecast to 3.1%, up slightly from July, with 3.4% projected for 2027 — driven largely by the AI investment boom.

Bar chart titled “IMF growth projections (%)” comparing July 2026, October 2026 and October 2027 forecasts for the US, developed markets, the euro area, emerging markets and the world, with emerging markets showing the strongest growth and the euro area the weakest.

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