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Weekly Market Update (May 30, 2026)

Markets expect a US-Iran deal to be imminent. With expectations of...

May 30, 2026

In equity markets, optimism remains around AI and a potential Iran deal. In bond markets, concerns...

May 24, 2026

No tangible outcome after Trump-Xi meeting, and there is still no shared plan to reopen the Strait. Inflation remains...

May 16, 2026

The S&P500 continues to hit new record highs. The US job market remains solid. Markets expect the upcoming Trump–Xi meeting to...

May 10, 2026

US-Iran negotiation stuck. Oil prices and inflation are expected to...

May 2, 2026

Another extension of ceasefire, which keeps the US-Iran deal alive. Strait of Hormuz remains...

Apr 25, 2026

S&P500 hit an all-time high this week. The recent strong revision in earnings provides support to...

Apr 18, 2026

Global equities were on track to have the highest weekly gain this year due to the de-escalation of Iran conflict. Oil prices...

Apr 11, 2026

No de-escalation in sight for the situation in Iran. Input prices increased globally as...

Apr 4, 2026

Iran war situation is escalating. Deadlines of negotiation keep on pushing, implying...

Mar 28, 2026

US government shutdown ended. The state of US economy will become less unclear after...

Nov 16, 2025

Given the absence of official data and stretched valuations, markets are more sensitive to...

Nov 8, 2025