Valuation vertigo
Despite rising oil prices, geopolitical turmoil and a strong US dollar, global equity markets continue climbing to record highs. Stronger-than-expected earnings — largely driven by …
May 12, 2026
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Peace hopes falter, tech unfazed
Despite fading peace hopes in the Middle East, higher oil prices and renewed inflation concerns, tech-heavy indices remain near record highs, led once again by …
May 11, 2026
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What did you expect?
Markets swung wildly this week as renewed Middle East tensions first pushed oil prices to $115pb before hopes of de-escalation triggered a relief rally across …
May 8, 2026
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Don’t count your chickens before they hatch
Markets swung from optimism to euphoria on reports that a peace proposal between the US and Iran could help end the conflict, sending oil prices …
May 7, 2026
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Flip Flop.
Markets continue to flip-flop between AI euphoria and Middle East headlines, but for now, investors remain firmly focused on earnings and technology optimism. The S&P …
May 6, 2026
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Narrative flips from AI to Middle East
Market narrative shifts from AI optimism to Middle East worries as tensions between US and Iran flare up and a key oil facility is targeted. …
May 5, 2026
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