Arkēa AM sees micro optimism lifting equities as inflation risk keeps bonds under pressure

Arkéa Asset Management flagged micro-level optimism as a key support for equities, with Wall Street hitting fresh records. Persistent inflation risk kept government bonds under pressure, with France’s OAT at 4.85% and the US 10-year at 5.24%. Oil stayed volatile on Middle East tensions, with Brent briefly above USD 104/bbl before easing toward USD 102/bbl. US data showed a sharp split, with payrolls up 29,000 while services PMI rose to 58.8 in September. Euro zone activity improved, with the composite PMI at 53.1 in September, while the dollar extended its longest weekly rise since early 2025. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Arkea Asset Management SA published the original content used to generate this news brief on October 13, 2026, and is solely responsible for the information contained therein. (C)