2/11/2026 Central banks: action through inaction The Fed, the ECB and the Bank of Japan (BOJ) kept rates on hold at their October policy meetings.
26/10/2026 Dividends shine as tech cools Technology stocks’ H2 performance underscores a clear market demand for greater visibility on capital expenditure.
19/10/2026 Lights and shadows from the IMF The IMF raised its 2026 global growth forecast to 3.1%, up slightly from July, with 3.4% projected for 2027 — driven largely by the AI investment boom.
12/10/2026 Long-term yields at high levels Long-term bond yields remain near multi-year highs across major countries, alongside increased volatility.
5/10/2026 Latin America rising as a diversifier Despite rising yields. global equities remained resilient in Q3 supported by strong earnings and favourable economic conditions.
28/09/2026 Global yields surge In US markets, after the 10- and 30- year yields, the 5-year maturity also moved above the of 5% threshold, the highest level in two decades.
21/09/2026 The Fed raises policy rates The Fed raised rates for the first time since 2023, bringing them into the 3.75% - 4% range. The decision was unanimous.
