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Financial TimesUS and Japan unveil first mega-projects under $550bn trade dealFinancial TimesLagarde to leave ECB before the end of 8-year termFinancial TimesBrain drain is undermining America’s scientific edgeFinancial TimesThe truth about population declineFinancial TimesEuropean airlines call for scrapping of Qatar deal after top official’s dismissalFinancial TimesTrump’s AI push fuels revolt in Maga heartlandsFinancial TimesJPMorgan Chase plans branch opening spree as peers bet on in-person bankingBloomberg MarketsTop-Tier Patek Philippe Models Drive Gains in Second-Hand MarketBloomberg MarketsThe Change of Mind That Drove a RotationBloomberg MarketsDexus CEO Downplays AI Fears as Shares Jump on Buyback PlansBloomberg MarketsBain, UBS Lend $382 Million to Quadrant’s Aidacare in AustraliaBloomberg MarketsPhilippines to Auction First Jumbo Peso Bonds Since AprilBloomberg MarketsBulls Warming Up to India Small Caps as Earnings ImproveBloomberg MarketsJapan Accounting Group Seeks to Ease Insurer Bond Loss RuleFinancial TimesBeijing backs brain implant push to rival Elon Musk’s NeuralinkFinancial TimesUS and Japan unveil first mega-projects under $550bn trade dealFinancial TimesLagarde to leave ECB before the end of 8-year termFinancial TimesBrain drain is undermining America’s scientific edgeFinancial TimesThe truth about population declineFinancial TimesEuropean airlines call for scrapping of Qatar deal after top official’s dismissalFinancial TimesTrump’s AI push fuels revolt in Maga heartlandsFinancial TimesJPMorgan Chase plans branch opening spree as peers bet on in-person bankingBloomberg MarketsTop-Tier Patek Philippe Models Drive Gains in Second-Hand MarketBloomberg MarketsThe Change of Mind That Drove a RotationBloomberg MarketsDexus CEO Downplays AI Fears as Shares Jump on Buyback PlansBloomberg MarketsBain, UBS Lend $382 Million to Quadrant’s Aidacare in AustraliaBloomberg MarketsPhilippines to Auction First Jumbo Peso Bonds Since AprilBloomberg MarketsBulls Warming Up to India Small Caps as Earnings ImproveBloomberg MarketsJapan Accounting Group Seeks to Ease Insurer Bond Loss RuleFinancial TimesBeijing backs brain implant push to rival Elon Musk’s Neuralink
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The Change of Mind That Drove a Rotation

Bloomberg Markets
Wednesday, February 18, 2026 at 4:00 AM
~4 min read

Original Report

Most money managers are now worried that companies are overinvesting.

Glass House Analysis

This story reflects the interconnected nature of modern economic systems, where developments in one sector inevitably affect others. Understanding these connections is essential for grasping how policy decisions and market movements translate into real-world outcomes for families, workers, and communities. The economy is not an abstract system of numbers—it's the sum total of decisions about who works, who prospers, and who struggles.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

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