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October 6, 2026

Every report across our four research series — weekly, monthly, quarterly and global.

Bond markets under pressure

Global equity markets remained resilient last week despite another sharp rise in Treasury yields, with the 10-year yield surging to 5.34%, its highest level since 2002, before pulling back following Friday’s benign employment report. The rise in yields reflected persistent inflation concerns, elevated energy costs and increasing expectations that interest rates will remain higher for longer.

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Growth vs Value Factor chart

Growth vs Value Factor — one of the charts from our research.