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Very strong earnings (32% in 2Q26) drive the S&P to a record; a benevolent July labour report removes fears of an imminent rate hike. Negotiations in the Middle East are ongoing,…
Week Ahead
A possible breakthrough in the war with Iran sends the Brent below $84. Strong earnings in the US, lifting the average to 25.9%, with the potential to reach 30% in 2Q26…
Week Ahead
The war in Iran is back, albeit not officially; Hormuz closed, Brent to $89. Strong earnings in the US, lifting the average to 24.7%, with the potential to reach 30% in…
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…
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