August Wrap Up: Markets Broaden as Inflation Persists 17 September 2026 / Published in Your Money
August was another reminder that markets rarely move on one story alone. AI remained a powerful driver, but the month also showed signs of broader equity leadership, stubborn inflation, rising bond yields, and ongoing pressure on policymakers. For investors, the message was fairly clear: growth assets can still perform in a tougher rate environment, but diversification remains essential as markets adjust to a world where rates may stay higher for longer.