September 1, 2026
United States:
Bond Slide Spreads to Emerging Markets on Fed Rate-Hike Bets
A global bond selloff spread to emerging markets as investors dumped the riskier debt on expectations that the Federal Reserve will increase US interest rates later this month.
Ten-year government bond yields rose from South Africa to South Korea and Poland as money markets indicated an almost 70% chance of a 25 basis-point increase in Fed’s benchmark rates on Sept. 16.
Europe:
ECB’s Nagel Says Slowdown in Underlying Inflation Is Good News
Slower underlying inflation in the euro zone in August is a positive development, according to European Central Bank Governing Council member Joachim Nagel.
“The good news is that the core inflation rate has declined” along with services,” the Bundesbank president said Tuesday. “We’re not yet seeing second-round effects in the core inflation rate.”
Asia:
Chinese Banks Extend Record-Breaking Rally on Earnings, Dividend
Chinese bank stocks extended their record-breaking rally, with investors drawn by the sector’s resilient earnings and higher dividends from some of the country’s largest lenders.
The MSCI China Banks Index rose as much as 1.4% to a fresh record high, extending gains this year to about 18%. The gauge has outperformed the broader MSCI China Index, which is down about 9%, as well as the 5% advance in the Standard and Poor’s 500 Financials Index over the same period.
Disclaimer:
Analyst Certification – The views expressed in this research report accurately reflect the personal views of Mayberry Investments Limited Research Department about those issuer (s) or securities as at the date of this report. Each research analyst (s) also certify that no part of their compensation was, is, or will be, directly or indirectly, related to the specific recommendation(s) or view (s) expressed by that research analyst in this research report.
Company Disclosure – The information contained herein has been obtained from sources believed to be reliable, however its accuracy and completeness cannot be guaranteed. You are hereby notified that any disclosure, copying, distribution or taking any action in reliance on the contents of this information is strictly prohibited and may be unlawful. Mayberry may effect transactions or have positions in securities mentioned herein. In addition, employees of Mayberry may have positions and effect transactions in the securities mentioned herein.
