June 4, 2026

Daily commentary

Asian equities opened the trading session with an average decline of 1.5%, followed by gains in Europe and the U.S., where the Dow led the way with a gain of nearly 2%, accompanied by a 2-4 basis point drop in yields in both Europe and the U.S. In commodities, crude oil fell 3% amid apparent progress in negotiations between the U.S. and Iran...
June 3, 2026

Daily commentary

New attacks between the U.S. and Iran put markets on the defensive, with crude oil rising 2.5% (WTI $96, Brent $98), while global equities fell, accompanied by a rise in interest rates of up to 9 basis points in Europe and 6 basis points in the U.S.; U.S. interest rate futures continue to point...
June 2, 2026

Daily commentary

Equity indices were in positive territory across major markets, led by Hong Kong’s Hang Seng and the Euro Stoxx 50, rising alongside European government bonds (yields down 4 basis points) and U.S. Treasuries, which closed marginally higher. In commodities, crude oil rose 1.5%, while metals and agricultural commodities...
June 1, 2026

Daily commentary

Following reports that Iran would suspend negotiations with the U.S. over Israel’s attacks in Lebanon, Trump said the negotiations are moving forward “quickly,” causing further confusion in the market, which ended with oil up 5% after having risen as much as 8%, and Treasuries down (yields up 4–5 bps)...
May 26, 2026

Market Flash

The minutes released Wednesday from the Federal Reserve’s latest meeting showed that members considered keeping rates unchanged for longer than expected, and even discussed possible rate hikes if inflation remains high. Most agreed that a shift toward monetary policy...
May 22, 2026

Daily commentary

Greater optimism regarding a deal between the U.S. and Iran led to a risk-on day for equities, with global indices rising, although trading volumes were low due to Monday’s holiday. Yields in Europe fell by 5–7 basis points, and in the U.S. by 2 basis points...
May 21, 2026

Daily commentary

Marco Rubio said there are “positive signs” regarding a deal between the U.S. and Iran, lifting the market on a day that had been mostly in the red, with the Treasury yield curve ending at...
May 20, 2026

Daily commentary

Oil prices fell 6% amid expectations of a deal between the U.S. and Iran—which Trump said is “very close”—with WTI closing at $98 (which also rolled over to the July contract) and Brent at $105, along with base metals and agricultural commodities...