Global markets enter Q4 this week on a downbeat mood after a shellacking of risk assets in Q3 seeing the S&P 500 having its worst quarter in a year. The “higher for longer” narrative coming out of the Federal reserve and other Central banks over the last month pushing yields higher, (the US 10-year yield at 16-year highs), pressuring risk assets and seeing a relentless rally in the US dollar, whether this remains the narrative in Q4 will no doubt be based on data, and this week has a few important figures to kickstart the quarter, including central bank meetings in Australia and New Zealand and the always high ... (full story)