AGP Executive Report
Last update: 27 minutes agoMarkets: Investors are bracing for volatility as US midterm results point to a Democratic House majority, raising the prospect of tougher AI oversight and legislative gridlock. Stocks and futures have swung as traders weigh the election alongside concerns about Big Tech’s heavy AI spending. Clean Energy: China attracted $45 billion in clean-industry investment in 2026 and now accounts for 49% of operating or planned plants worldwide, according to a new tracker. Regulation: A proposed US Treasury rule could broaden restrictions on American investment in foreign AI, biotechnology and quantum businesses, potentially barring deals that are currently allowed. Credit: Distressed debt exchanges made up a record 79% of defaults in Fitch-rated CLO portfolios this year. Recoveries have generally exceeded those in bankruptcies, but the gap is narrowing.
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