29 September 2026
Higher for Longer, For Longer? – Download Chart of the week
The Market Place – Download Market Data
- Strong growth and artificial-intelligence optimism supported equities, but rising yields and persistent inflation risks increased the challenge for richly valued assets.
- Modest growth, weak consumer confidence and fiscal sensitivity left UK assets highly exposed to energy prices, gilt yields and policy credibility.
- Political uncertainty and softer German momentum contrasted with resilient activity, while energy-driven inflation kept bond yields and monetary policy expectations elevated.
- Policy support and technology investment remained constructive, but trade uncertainty, energy security and higher global yields continued to shape regional markets.
