12/10/2026 Long-term yields at high levels Long-term bond yields remain near multi-year highs across major countries, alongside increased volatility.
7/04/2026 Crisis highlights diversification The Iran crisis has triggered a repricing in equities, with most regions coming under stress - US more so than others, year to date.
30/03/2026 Conflict affecting sentiment The Eurozone March PMI survey fell during the previous month, indicating businesses are getting worried about the middle east conflict.
23/03/2026 Central Banks and bond yields in focus The major DM central banks – Fed, ECB, BoE and BoJ - have left rates unchanged, in line with our expectations.
16/03/2026 Markets on a roller coaster The crisis will likely accelerate Europe’s shift to strategic autonomy and greener energy to reduce geopolitical risk.
9/03/2026 Oil and gas back in the spotlight The Iran crisis pushed oil and gas prices higher, raising concerns about higher inflation and weaker growth—especially in regions that rely on energy...
2/03/2026 US earnings stay strong The US technology sector is leading earnings growth for Q4 but markets are no longer giving a free pass to these businesses.
