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Week Ahead
Renewed skirmishes between the US and Iran caused a new closure of the Strait of Hormuz and lifted the Brent to $76. Rotation favouring growth last week, 2Q26 earnings (beginning this…
Week Ahead
A positive labour report in June echoes Chairman Warsh’s comments that inflation is on the way of reaching its 2% target; so far the market barely notices. Strong rotation favouring the…
Week Ahead
Broadcom’s miss and a much higher than expected nonfarm payroll rock the markets. Sovereign yields rise once more; Fed forecasted to hike by 25bp in December. ECB to hike 25bp on…
Week Ahead
Strong economic forecasts and exceptional earnings bring the US back to an all-time record; S&P 500’s 2026 target raised to 8,000. With the US and Iran still debating about an extension…
Week Ahead
Expectations of an agreement between the US and Iran pushed the US stock market up, just shy of an all-time record (which might be well set today). While oil has fallen…
Week Ahead
The Sovereign yield crisis shakes up a resilient, constructive stock market, just shy of an all-time record. President Trump mulls what to do with Iran after returning from the summit in…
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