14 September 2026
The Trump Dividend – Download Chart of the week
The Market Place – Download Market Data
- Rising oil prices and expectations of further Fed tightening dominated markets, with inflation concerns outweighing growth optimism.
- Rising gilt yields, fiscal pressures and concerns over economic growth reinforced market focus on the government’s ability to maintain credibility ahead of the Autumn Budget.
- The combination of resilient growth and rising oil-driven inflation strengthened expectations that ECB policymakers may need to keep monetary policy restrictive for longer.
- Emerging markets in focus as BRICS deepens ties, Japan edges towards tighter policy, oil remains exposed to Middle East tensions and US influence grows across Latin America.
