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Kremlin says Russia will reconsider resuming diesel exports once domestic fuel supplies stabilize.

2026-09-14

Kremlin says Russia will reconsider resuming diesel exports once domestic fuel supplies stabilize.

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2026-09-14

Oil spike from renewed Middle East hostilities has revived internal debate at the Bank of England over whether to raise rates before year-end. The MPC meets later this week to review Bank Rate and the pace of balance‑sheet reduction. A bond-market se

Oil spike from renewed Middle East hostilities has revived internal debate at the Bank of England over whether to raise rates before year-end. The MPC meets later this week to review Bank Rate and the pace of balance‑sheet reduction. A bond-market selloff is adding pressure to Prime Minister Andy Burnham’s government ahead of the Oct. 28 budget. Market pricing shows under a one‑third chance of a rate hike at Thursday’s September policy meeting, but higher energy-driven inflation and relatively firm UK GDP are likely to sharpen discussion over how long Bank Rate can remain at 3.75%. Deutsche Bank economist Sanjay Raja: “The Bank’s patience may be running out; the case for inaction is slowly eroding.”
2026-09-14

Historical backtesting by Citigroup's global macro strategy team shows that the absolute level of 5% has limited discriminatory power regarding US stock performance; whether yields are above or below the 55-day moving average is more explanatory. The

Historical backtesting by Citigroup's global macro strategy team shows that the absolute level of 5% has limited discriminatory power regarding US stock performance; whether yields are above or below the 55-day moving average is more explanatory. The recent rise in US long-term bond yields has been primarily driven by energy prices, real yields, and central bank policy expectations, with no significant expansion in the US term premium. For US stocks, the speed and trend of the 10-year yield increase are more explanatory than whether it breaks through 5%.
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