Markets Explained

Oil up, bond yields up, yet equities up too

September 28, 2026·17 min
Episode Description from the Publisher

On this week’s podcast, Hugh and Karen discuss the latest developments in the oil markets, including talk of diesel export curbs. They also highlight why the rise in bond yields has more to do with the resilience of economic growth than with inflation, and why equities are, so far, unfazed.

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