Our Views
Cross Weekly
Oil stayed the key macro shock as Iran reviewed a US proposal while Hormuz remained largely shut, before Brent jumped after renewed Israel-Lebanon strikes and reported explosions in Iran click here to download the PDF file ...
Brent stayed volatile but eased from wartime highs as Trump said US-Iran talks were ongoing, while Iranian media said Tehran had suspended indirect talks and Hormuz reopening remained uncertain click here to download the PDF file ...
Brent fell below U$100 and US equity futures and Asia stocks climbed as the US said it’s closing in on a deal with Iran that would reopen the Strait of Hormuz click here to download the PDF file ...
US stock indexes finished the week lower as optimism surrounding large-cap technology and artificial intelligence (AI)-related stocks was largely outweighed by concerns around accelerating inflation, rising Treasury yields, elevated oil prices, and l...
US equity markets extended the rally through Friday’s close, with AI and technology leadership overpowering oil-driven inflation concerns The S&P 500 and Nasdaq both closed at fresh records, rising roughly +23% and +45% for the week respectively, w...
US equity markets extended gains near record highs in an earnings-heavy week through Friday’s close, as Big Tech strength offset oil-driven inflation concerns The S&P 500 rose roughly +09% to a fresh record, the Nasdaq climbed +11% to a new all-tim...