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The View Beyond: Market Outlook Year-End 2026 – US headlines, global opportunities
As we head towards the final quarter of 2026, investors face a shifting landscape where AI remains the key growth engine but market leadership is bro…
1 month ago
A hawkish ECB and 10-year US Treasury yield near 5%
US and European bond yields rose sharply as investors priced in higher inflation amid this week's rise in oil prices. The 10-year US Treasury yield a…
1 month ago
Oil surges, yields spike and central banks take centre stage
Markets remain under pressure as oil prices continue to climb, with Brent crude now trading above the psychologically significant USD 100 per barrel …
1 month, 1 week ago
Oil rally fuels inflation concerns
Oil prices surged amid escalating tensions in the Middle East, pushing inflation back into focus ahead of key US CPI and PPI releases later this week…
1 month, 1 week ago
Oil up, JPY up, gold buying, and the wild ride in digital assets
Rising oil prices and renewed inflation concerns are pushing bond yields higher, and the result of Sunday's German state elections is weighing on sen…
1 month, 1 week ago
Markets digest data and tech news
Equity markets reacted to the August US non-farm payrolls data on Friday, which surprised to the upside, leading traders to believe that a hike is no…
1 month, 1 week ago
The View Beyond: Japan’s structural revival takes centre stage
Strong earnings, improving shareholder returns, corporate reforms, and continued AI-related demand have reinforced the case for Japanese equities. Bu…
1 month, 1 week ago
Fed Governor Waller eases rate hike fears
Markets received a boost from stronger-than-expected economic data in Switzerland and resilient activity across the eurozone. In the US, dovish comme…
1 month, 1 week ago
Yields pause, markets find their footing, Yen gains, gold rises
Equity markets found their footing as oil prices and Treasury yields paused their recent rise, while US economic data and Fed commentary reinforced a…
1 month, 2 weeks ago
Global bond yields climb ever higher
Renewed fighting in the Middle East sent oil prices and bond yields higher yesterday as gold lost its lustre and equity markets retreated. Inflation …
1 month, 2 weeks ago