Meridian Daily News

Equity Markets at a Crossroads: Growth, Inflation and AI Capital

By Evelyn Hartwell · 8 min read

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Global equity markets currently find themselves at a structural inflection point.

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As we observe the current financial landscape, the S&P 500, the Nasdaq Composite, and the Euro Stoxx 50 are all exhibiting signs of a regime change.

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To understand the current volatility and the underlying strength of the indices, one must look back at the trajectory of the past eighteen months.

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In this environment, equity markets initially recoiled but found a new catalyst in late 2023: the commercialization of large language models.

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Simultaneously, European markets faced their own set of challenges, including energy price volatility and a slower recovery in manufacturing.

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The most recent trading sessions have been characterized by a 'rotation' rather than a wholesale retreat.

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