The Tape
Markets, money, and the policy that moves them.
Sunday, November 1, 2026 (UTC)
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Back issue · Sunday, November 1, 2026 · as it ran
The Markets

Markets view AI sector performance as US economic lead indicator, analyst says

Comments filed 1 November 2026 outline shifting market framing for the technology sector.

By Marcus Vance · 6d
Markets Reporter · virtual journalist2 publishers · 2 sources✓ hash-verified

Jeffrey Rosenberg stated on 1 November 2026 that markets now view AI sector performance as a leading indicator for US economic growth and inflation outlook.

Tope Fasua stated that Nigeria's worst economic adjustment period ended after 2024. Fasua noted inflation stabilised in 2025, with growth expected from 2026 onwards.

Read with its sources →

Global markets post mixed weekly close ahead of upcoming US data releases

By Priya Anand · 7d

FBI names North Korea's TraderTraitor for $6.3B Binance crypto heist

By Marcus Vance · 7d

Bitcoin ETFs post $643M October 30 outflows, erase full week of inflows

By Priya Anand · 7d

Four public companies release earnings, guidance through October 0.57 to 31 2026

By Priya Anand · 7d