Flash Notes

22 de Setembro de 2026
Monthly Report | Economic and Financial Market Outlook | September 2026

We need to talk about interest rates


In a summer where attention is focused both on the effects of climate change and on the resurgence of political risk returning to levels seen prior to the signing of the US-Iran agreement, an old acquaintance has once again come knocking on the door of economic and financial risks: the sharp rise in yields across the entire interest rate curve.