The AI Trade Is Starting to Look Less One-Way

For much of the year, investors treated artificial intelligence as one of the strongest growth stories in the global market. That confidence is now being tested. Chip and technology shares fell sharply in Asian trading as investors reacted to stronger competition from China’s semiconductor industry and renewed concerns about whether the profits expected from AI […]
Jamaica’s Inflation Has Broken Out of Its Comfort Zone

Jamaica’s inflation picture has changed quickly. Annual consumer inflation reached 7.9% in August, above the Bank of Jamaica’s 4% to 6% target range. The central bank has responded by lifting its policy interest rate to 6%, signalling a more difficult environment for households, borrowers and businesses. Inflation is the speed at which the cost of […]
Scotia Jamaica Shareholders Said Yes—But Jamaica’s Stock Market Just Got Smaller

Scotia Group Jamaica’s minority shareholders have approved a plan that will take the company private. Under the revised offer, minority investors are set to receive J$75 for each ordinary stock unit, putting the value of the buyout at roughly J$63.5 billion. The vote clears a major hurdle, although the transaction still has formal closing steps […]
Oil Above US$100 Is Testing the Global Economy’s Resilience

Oil prices moved above US$100 a barrel as geopolitical tension and uncertainty around global energy supplies pushed investors toward safer assets. The immediate market reaction included a stronger US dollar, pressure on technology shares and renewed concern that inflation could remain elevated even as economic growth cools. For Caribbean households, energy shocks are rarely isolated […]
Canada’s Job Losses Put the Loonie and Diaspora Finances Under Pressure

Canada’s labour market delivered an unwelcome surprise in September: employment fell by 68,300 jobs and the unemployment rate edged up to 6.5%. The result erased the employment gains recorded earlier in the year and immediately changed the conversation around interest rates, the Canadian dollar and the strength of the Canadian economy. For Caribbean investors and […]
Jamaica’s Inflation Shock Is Turning Household Budgets Into an Investment Question

Jamaica’s inflation story has shifted from a background concern to a direct threat to household purchasing power. Headline inflation rose to 7.9% in August 2026, up from 7.5% in July and well above the Bank of Jamaica’s 4% to 6% target range. The increase matters because it changes the real value of every salary, savings […]
The JSE Is Up 21%—But This Is a Narrow Rally, Not a Full Recovery

Jamaica’s stock market has finally produced a number big enough to wake up investors: the combined index gained 21.2% in the first nine months of 2026. That is the strongest year-to-date advance since 2019 and a dramatic reversal after years of frustration. But the headline is doing more work than the whole market. The rally […]