Insights

Weekly Market Commentary – 4th September 2026

4 September 2026

This week often brings a change in pace as schools reopen and offices are full after the summer holidays. The start of September brings an increase in intensity after the quieter summer months as organisations and individuals sort their priorities for the rest of the year. For central banks, the priority is likely to be inflation. Consumer price inflation is already picking up and inflationary pressure is building. A flare up in the conflict between the US and Iran has pushed oil past $95 again. Stress is showing further down the chain as petrol and diesel prices head higher at faster rate. Natural gas prices are also surging higher as Europe restocks reserves from record lows.