The IMF just raised its 2026 global growth forecast again. What's driving it? Businesses have adapted better than expected to US tariffs, which have actually loosened up recently. Plus the AI investment wave shows no signs of slowing down—it's pumping wealth into the system and getting people excited about productivity gains.

This matters because when global growth forecasts climb, capital tends to flow toward risk assets. The combination of tariff relief and sustained AI momentum suggests markets are pricing in genuine expansion potential. That's the kind of macro backdrop that historically supports asset appreciation across the board.