26 October 2026
David cheaper than Goliah – Download Chart of the week
The Market Place – Download Market Data
- Technology volatility broadened the market debate, while lower Treasury yields and resilient activity partially offset persistent inflation and housing weakness.
- Firmer inflation and fiscal uncertainty strengthened expectations for tighter policy, even as mixed labour and business data signalled fragile growth.
- Fiscal stress, higher energy costs and uneven earnings kept European markets selective, while tighter financial conditions complicated the central-bank outlook.
- China’s uneven growth, Japan’s policy normalisation and renewed energy risks created divergent outcomes across Asian and global markets.
