7 September 2026
UK Gilt Yields and UK Natural Gas Prices – Download Chart of the week
The Market Place – Download Market Data
- Markets increasingly priced the risk of a further Federal Reserve rate hike as inflation and labour market data remained stronger than expected.
- Economic growth has proven more resilient than expected, but inflation pressures and fiscal constraints continue to limit policy flexibility.
- Markets remained focused on ECB tightening expectations as inflation risks and energy costs continued to influence monetary policy.
- Emerging markets remained in focus as BRICS cooperation strengthened, China boosted financial support, Japan edged towards tighter policy and Ukraine diplomacy persisted.