Bond yields climbed to multi-decade highs as oil stayed above $100 amid Gulf attacks and hurricane-related supply risks, stoking inflation concerns. US stocks ended higher for the week, but a wobble in AI-linked shares exposed narrow market leadership. Meanwhile, renewed Saudi-Houthi fighting raised fresh risks to regional security and oil flows.
- October 12, 2026
Weekly Newsletter – 9th October, 2026
- October 5, 2026
Weekly Newsletter – 2nd October, 2026
Markets turned a soft September jobs print into relief, as just 29,000 jobs added and a 4.2% unemployment…
- September 28, 2026
Weekly Newsletter – 25th September, 2026
Markets digest a hawkish Fed echo as 10‑year yields breach 5%, while oil’s wild ride driven by Hormuz…
- September 22, 2026
Weekly Newsletter – 18th September, 2026
A Middle East escalation reshapes rate paths as the Fed, BoE, and BoJ all tighten amid oil-supply fears.…