Economy

Global daily: Unwanted, not unwarranted

Oil prices rose again yesterday, while US bond yields stabilised and the French-German bond spread inched up. The French government has yet to reassure markets.

Global Daily: War-er for longer?

Monday saw Treasuries slump again, 10s up to 5.31% and 30s to 5.67%, the highest since early 2002. From conflict to commerce, we live in an era of 'war-er for longer.'

Global Daily:

Friday’s US payrolls were weaker than expected but look to key roles in Yemen, Ukraine, Taiwan, and Brazil over that report.

Appetite for Destruction

After recent speeches by FOMC participants we change our Fed forecasts by adding a rate hike in December 2026.

Global Daily: Out with a bang and in with one too

Q3 went out with a bang. Q4 also starts with a bang.

Global Daily: Hung, drawn, and third-quartered: roll on Q4

Today end’s Q3, which has been a shocker even in a year of major market shocks. So, what’s your guess for Q4?

30 September 2026