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Business & Markets — September 3, 2026

The Morning Brief Desk · September 3, 2026

Global bond yields rise. Heavy government debt issuance, an oil shock, and inflation fears are driving a global bond selloff -- the mark of a structurally higher-rate era for borrowers worldwide.

CNBC Top News · Read more →

Dutch central bank relocates gold. The Dutch central bank moved billions of dollars in gold reserves out of North America to London, citing crisis preparedness as global political unrest grows.

AP News · Read more →

Broadcom shares fall despite beat. Broadcom topped expectations with its quarterly results and gave strong long-term guidance, but the AI chipmaker's shares still declined as investors wanted more.

According to MarketWatch, the decline extends what the outlet describes as a frustrating stretch for the company's shareholders, indicating the post-earnings drop was not an isolated reaction. That pattern suggests market expectations have run ahead of even better-than-forecast quarterly numbers and optimistic long-range projections, leaving the stock vulnerable when results merely meet or exceed estimates.

MarketWatch · Read more →

Health benefit costs rise 8.2%. Employee health benefit costs are expected to rise 8.2% on average in 2027 -- the biggest increase since 2003 -- just as open enrollment season begins.

Forbes · Read more →

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