September 2026 was a month in which bonds, not equities, set the tone. A global government bond sell-off pushed the U.S. 10-year Treasury yield to about 5,30% by month-end, its…
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Or browse through our most recent market commentaries:
August 2026 saw global markets shrug off July's semiconductor-led wobble and push higher, even as the underlying tensions that defined the prior two months; a hawkish Federal Reserve, elevated oil…
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July 2026 undid much of the optimism that had built up in June. The tentative U.S.–Iran de-escalation that drove markets higher in June collapsed early in the month, and the…
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June 2026 marked a turning point for financial markets as geopolitical tensions in the Middle East began to ease.
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May 2026 extended the recovery that began in April, with global markets continuing to advance despite persistent geopolitical risks and elevated inflation pressures.
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April 2026 marked a strong rebound in global markets following the sharp risk‑off correction in March. While geopolitical tensions in the Middle East remained unresolved and energy prices stayed elevated,…
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March 2026 marked a sharp inflection point for global markets, as geopolitical developments overwhelmed economic fundamentals. The escalation of the U.S.–Iran conflict and the effective closure of the Strait of…
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Global February 2026 delivered a complex and eventful month for global markets. Despite heightened geopolitical tensions; including U.S.–EU tariff brinkmanship over Greenland, escalating U.S.–Iran tensions, and ongoing instability in Venezuela;…
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Global markets entered 2026 on a more cautious but broadly constructive footing. January was characterized by heightened geopolitical and policy uncertainty, balanced against resilient economic data and improving inflation trends.
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2025 proved to be a constructive year for investors, marked by easing inflation, improving financial conditions, and resilient corporate earnings. Markets responded positively as central banks began shifting toward more…
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