Strong US jobs data, rising oil prices and volatile bond markets shaped global markets during the week ending 4 September 2026. Payrolls exceeded expectations, Brent crude gained 7.6% and shifting interest-rate expectations influenced equities, bonds, currencies and commodities.
Sticky US inflation and shifting Federal Reserve rate expectations shaped global markets during the week ending 28 August 2026. Nvidia's strong earnings supported technology stocks, while a stronger dollar and changing interest-rate expectations influenced currencies, bonds and commodities.
Global markets turned more cautious as rising government bond yields, renewed tensions surrounding Iran and higher oil prices weighed on risk appetite. US equities finished the week lower, while oil, precious metals and cryptocurrencies recorded strong gains.
Softer US inflation supported markets during the week, but weaker retail sales and renewed geopolitical tensions complicated the outlook for interest rates, oil and global equities.
Softer-than-expected US labour market data and another strong week of corporate earnings helped global equity markets rally to record highs during the first week of August. July's surprise decline in nonfarm payrolls prompted investors to reduce expectations of further Federal Reserve tightening, while resilient technology earnings continued supporting risk appetite.