Rising rates, softer hiring and a stronger AI cycle shape the Q4 2026 market outlook, putting yields, oil, Japan and AI guidance in focus.

The Fed, ECB and BOJ all hiked, yet markets barely flinched. Is higher for longer the new global regime? What it means for yields, stocks, the yen and gold.

US CPI met expectations, yet Fed still raised rates. See how core CPI, PPI, oil and Treasury yields changed the inflation ans rate outlook.