The September 2026 quarter was characterised by a renewed rise in inflation concerns, a resurgence of geopolitical risk and a significant sell-off in global bond markets. After the optimism of the June quarter, markets were forced to reassess the outlook for inflation and interest rates as the ceasefire between the United States, Israel and Iran deteriorated, oil prices moved back above US$100 per barrel, and central banks resumed tightening policy.
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