This 2025 market report from KGI provides a comprehensive outlook on global financial trends heading into 2026, with a primary focus on the enduring structural growth of artificial intelligence. The document details how AI-related capital expenditure and superior profit margins continue to drive the technology sector, despite short-term market volatility and concerns over profitability. Beyond computing, the report highlights significant developments in the space economy, specifically noting a potential record-breaking SpaceX IPO and increased rocket launch frequency. Global macroeconomic shifts are also analyzed, including Japan’s historic interest rate hikes to 30-year highs and cooling inflation in the United States