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Aleksandra Koroniak

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2026-10-17

3 minutes

Equity markets October 2026: AI fuels US gains, Europe faces yield pressure

Global equity markets in October 2026 presented a complex picture. While US indices, particularly the Nasdaq and S&P 500, continued their upward trajectory, buoyed by robust earnings and an AI-driven capital expenditure boom, European bourses struggled under the weight of rising bond yields. Valuations, especially in the US, remained stretched, signaling potential headwinds despite the prevailing optimism.

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