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Markets

The Week Ahead – Markets Enter a Critical Week as Europe, US Rates and AI Stocks Drive the Outlook
Global markets enter the new week with investors balancing three competing forces: renewed fiscal concerns in Europe, fading expectations for…
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Soft Commodities

Wheat Rebounds as Black Sea Risks Threaten Global Grain Supplies
Wheat prices are recovering towards $6.90 per bushel as renewed escalation risks between Russia and Ukraine raise concerns over the…
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Bonds

India 10Y Yield Rises on State Debt Supply
The yield on India’s 10-year G-Sec hovered around 7.22%, extending gains to over two-year highs as expectations of higher debt…
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Economics

Turkey Inflation Rate Lowest Since 2021
Turkey’s annual inflation rate slowed to 29.73% in September 2026 from 31.51% in the previous month, below market expectations of…
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Economics

South Africa Private Sector Contracts in September
The S&P Global South Africa PMI fell to 49.0 in September 2026 from 50.5 in August, signalling a renewed contraction…
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Economics

France Services Activity Rebounds in September
The S&P Global France Services PMI fell to 51.2 in September 2026, revising lower than the preliminary estimate of 51.4…
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Indices

IBEX 35 Rises Despite Fresh Political Uncertainty
Spain’s IBEX 35 index rose to around 19,160 on Monday, remaining resilient despite fresh domestic political uncertainty. Prime Minister Pedro…
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Banks

Equities: Strong earnings cycle offsets yield shock – Danske Bank
Danske Research Team reports that global equities ended last week only 0.5% lower despite a rapid rise in yields, with…
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Banks

British Pound: Rebound capped as downside bias lingers against US Dollar – UOB
United Overseas Bank (UOB) strategist Quek Ser Leang notes GBP/USD recovered to 1.3238 after failing to extend Thursday’s decline, but…
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Banks

Euro: Political risks weigh on common currency – Commerzbank
Commerzbank’s Thu Lan Nguyen argues that growing concerns over France’s public debt sustainability are now weighing on the Euro (EUR),…
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