20 October 2026
Don’t Fear the Frontier – Download Chart of the week
The Market Place – Download Market Data
- Markets were dominated by inflation and bond-yield concerns, with investors increasingly accepting that US interest rates may stay higher for longer.
- Investor attention shifted towards fiscal credibility ahead of the Budget, even as the IMF delivered a more optimistic growth outlook for the UK economy.
- The EU’s economic agenda was centred on balancing competitiveness and fiscal discipline with rising energy costs and geopolitical commitments.
- Global markets remained supported by AI driven investment and technology spending, but policymakers increasingly focused on economic security, supply chain resilience and the inflationary impact of geopolitical tensions.
