Recent reports

3rd Quarter 2026

Benchmark equity indices have lost upward momentum recently as investors digest fast moving Iran headlines as well as volatility in technology stocks and Fed policy news. On the fixed income front, short-end yields have climbed as investors see risks of tighter Fed policy while buoyant inflation and growth expectations are keeping long-term Treasury yields elevated. Read further for more insights from the Nationwide Economics team

2nd Quarter 2026

Stock prices have recovered their initial losses, but interest rates and volatility remain elevated as the Iran conflict keeps investors in a guarded stance. At the same time, credit spreads remain extremely tight, demonstrating persistent investor optimism. Read further for more insights from the Nationwide Economics team