Full report: Global Insight

This month’s highlights:

Global fixed income: Long bonds light a short fuse

Global bond yields have hit fresh multidecade highs, but is this a warning sign or a healthy market recalibration? We explore the structural forces reshaping interest rates worldwide.

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Global equity: The great determinant

There are plenty of valid concerns facing the nearly four-year-old bull market. But, at the end of the day, equity markets tend to move in the same direction as earnings. We argue today’s longish list of investor concerns has limited ability to materially alter the earnings outlook for 2026–27.

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