LifeGoals Market Update
LifeGoals
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Monthly market update from LifeGoals Asset Management Department.
Epizódok
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Update for September 2026 22.09.2026 12pThis report reviews developments in August and September 2026. The dominant themes were renewed escalation in the Middle East conflict, persistent supply disruptions in global energy markets, and continued strength in AI-driven equity markets. Higher oil prices pushed inflation higher and prompted both the Federal Reserve and the ECB to tighten monetary policy. In the US, payroll growth remained strong with 162,000 jobs added in August, while unemployment held at 4.1%. Inflation rose to 3.4%,... -
Update for July 2026 22.07.2026 21pThis report reviews developments in June and July 2026. The collapse of the US-Iran ceasefire dominated markets, driving oil prices sharply higher, increasing geopolitical uncertainty, and weighing on global equity sentiment, although strong AI-driven bank earnings helped support markets. In the US, payroll growth slowed sharply to 57,000 in June, while unemployment edged down to 4.2% due to lower labour force participation. Inflation eased to 3.5%, helped by falling energy prices earli...
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