Back to basics

Back to basics – Download Chart of the week

The Market Place – Download Market Data

• The Fed’s rate rise, resilient demand and volatile energy prices kept inflation, bond yields and concentrated technology leadership central to markets.
• The Bank held rates but retained a tightening bias as energy-led inflation risks contrasted with softer employment and continued fiscal uncertainty.
• Energy-driven inflation concerns supported expectations of tighter policy, while fragile industrial activity and selective equity leadership continued to constrain the regional outlook.
• Japan tightened cautiously while China’s domestic weakness persisted, highlighting divergent policy paths, sensitivity to energy costs and uneven demand across the region.