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Investment Weekly

Bonds back to normal
18 September 2026
    Articles

    Chart of the week – Bonds back to normal

    Chart of the week – Bonds back to normal

    Click the image to enlarge

    The Federal Reserve raised rates by 25bp this week, a move that matters less for its size than its message: after years of above-target inflation, the Fed is determined to take supply shocks seriously and protect its inflation-fighting credibility. But what does it mean for markets?

    Market Spotlight

    • Smaller bets on big tech

    Lens on..

    • Gilt trip
    • Back to the future?
    • Europe powers up

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