The Daily Allocator — Thursday, 10 September 2026

Treasury yields climbed to multi-year highs despite Washington tripling its buyback program to six billion dollars, highlighting growing market skepticism toward long-end supply management. Gulf sovereign capital drove major private transactions across Chinese retail and infrastructure, while broad equity markets retreated under trade tensions and shifting earnings expectations. Meanwhile, regulatory and trade frictions intensified as the Justice Department probed Fox's Roku buyout and Washington escalated procurement restrictions against Canada.