MARKET UPDATE – SEPTEMBER 2026

MARKET UPDATE – SEPTEMBER 2026

Three central banks are now converging on the same question at the same time. Markets close the week near record highs, but the calm sits on top of an oil shock, a stubborn inflation print and a Federal Reserve that is debating a rate increase rather than a cut....
MARKET UPDATE – AUGUST 2026

MARKET UPDATE – AUGUST 2026

Top takeaway. Risk assets extended their advance as Washington, Tehran and Muscat moved toward an interim agreement to reopen the Strait of Hormuz — an announcement is possible today. Oil fell, Treasury yields eased and US equities set fresh records. Energy remains...