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 26, 2026
Weekly Newsletter – 23rd October, 2026
Doubts over the payoff from massive AI spending triggered a sharp tech selloff, with Meta’s negative free cash…
- October 19, 2026
Weekly Newsletter – 16th October, 2026
Hot inflation and surging oil have revived expectations of a Fed rate hike, pushing the 10-year Treasury yield…
- 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…