The state of the economy affects you in a tangible way – even more so if you invest. We closed our half-year review by noting that the geopolitical headlines seem to change every weekend. The third quarter proved the point: a ceasefire collapsed, oil prices surged, central banks started raising interest rates again – and yet global shares still ended the quarter higher. In this Economic Review, we recap the events that moved The Markets from July to September, at home and abroad.
The state of the economy affects you in a tangible way – even more so if you invest. The first half of 2026 has reminded us why we keep coming back to one simple idea: nobody can predict The Markets, but everybody can prepare for them. In this Economic Review, we recap the events that moved The Markets in the first six months of the year, at home and abroad.
A calm, confident start to the year, then a sharp jolt in March. Here is what shaped the first quarter of 2026, and what it means for the long-term investor.
In Q2 2023, a notable challenge was the persistence of inflation, leading to central banks, such as the U.S. Federal Reserve, navigating the delicate task of addressing rising prices while maintaining economic stability.
