Week of 31 August 2026
Weekly markets 31 08 2026
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Japan takes centre stage this week, as the yield on its 10-year bond broke above 3% for the first time since 1996, rattling the Yen and stirring fears about carry-trade unwinds that could ripple through global markets. We unpack why the BoJ's rate path matters far beyond Tokyo. Elsewhere, we look at the quiet ETF shuffle letting foreign investors dodge $147 million in US taxes a year by swapping between near-identical BlackRock and Vanguard funds around dividend dates. And we cover Australia's earnings season, where beats have outnumbered misses for the first time in four years, pushing the ASX 200 to a record high on the back of strong mining and energy results.
