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Find the latest market reviews below, followed by in-depth articles on investing, portfolio risk and long-term decisions.
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From the latest developments to the full year’s story. All five reviews share the information date 2026-10-21.
Week: 7 days. Quarter: 90 days. Year: 12 months. Each new edition adds to the history; earlier dates and texts remain in the archive.
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Reviews and articles
Market reviews by period and in-depth articles on individual topics. Newest publications appear first; previous editions keep their original dates.
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Every published review and article has its own URL. A new edition does not replace an earlier one, so you can revisit what was known and how it was assessed at the time.
Showing 10–18 of 23 publications
Week: US growth slows, but costs are not easing
From 30 September to 6 October, US data showed growth but raised more questions about its durability. September added far fewer jobs than August, while Monday’s services survey combined…
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Jobs growth slows, but borrowing gets no cheaper
US payroll growth slowed to 29,000, but the ten-year yield rose to 5.28%. How euro-area inflation, Micron earnings and the dollar affect portfolios.
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Week: orders hold up as credit and materials cost more
Data released from 26 September to 2 October showed resilient US demand, but more expensive materials and some new loans increased costs for companies and households. The fall in…
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Week: US demand holds up as energy and borrowing costs rise
Information from 25 September to 1 October points to a clear contrast: US households and businesses are still spending, but financing and energy have not become cheaper. Releases at…
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23–29 September: proposed tariff cuts and borrowing risk
During 23–29 September, the US and China proposed reductions in some import tariffs, but these are not yet in force. US bond yields rose at the same time, potentially…
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22–28 September: trade hopes face an earnings test
Over seven days, long-term US borrowing became more expensive while weekend negotiations offered greater hope for trade. Today’s Chinese profit figures are a reminder that easier rules do not…
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The economy is growing, but borrowing costs are rising
The S&P 500 rose 1.21% as the US ten-year yield reached 5.17%. How borrowing costs, trade and fuel inventories affect bonds and company profits.
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19–25 September: brief relief gave way to dearer borrowing
Over seven days, the underlying problem remained, but the market’s assessment of its scale changed. The long US yield declined on 21–22 September before rising again by Thursday. Strong…
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16–22 September: lower real yields met pressure on profit
Central banks tightened along different paths during the seven-day period, but long and real US yields fell at the end. That helped long-duration valuations. ECB energy and company research…
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