Tech like it’s 2019
Hopes that the Iran conflict could de-escalate boosted market sentiment, sending US equities sharply higher while oil prices retreated and the dollar weakened. Softer US …
April 1, 2026
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Bonds rebound as yields become attractive
Sovereign bonds staged a notable rebound as investors bet that surging energy prices—and the risk of scarcity—will cool global growth enough to limit how far …
March 31, 2026
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Escalation continues
Middle East tensions escalated over the weekend, raising the risk of a prolonged ground operation and widening the scope of the conflict. The involvement of …
March 30, 2026
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A ceasefire... of sorts.
A ceasefire… of sorts. That’s the best way to describe the latest developments in the Middle East, where headlines point to de-escalation, but reality tells …
March 27, 2026
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Too early to price out the war
Investors can’t wait to be pricing out the war and pricing in a peace rally—but it’s simply too early. Iran has rejected the US proposal …
March 26, 2026
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Middle East war hits global economic activity
Middle East tensions and war headlines remain the key market driver, but US’s efforts of de-escalation are offering some relief despite no material easing of …
March 25, 2026
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