April 8, 2026

Daily commentary

Stock markets rise following the plunge in oil prices triggered by the ceasefire agreement between the U.S. and Iran. A wave of optimism swept through global financial markets after the United States and Iran reached a ceasefire agreement, boosting stock markets and triggering the biggest drop...
April 7, 2026

Daily commentary

Stocks pare losses on hopes of a deadline extension Hopes for a diplomatic resolution to the war in the Middle East lifted stocks from their session lows before the deadline set by...
April 6, 2026

Daily commentary

The week is off to a slow start globally due to holidays in Asia and, in particular, Europe, but the U.S. market closed on a positive note despite the continued tough rhetoric toward Iran and comments from Iranian officials that no agreement is in sight. Treasuries were flat...
April 6, 2026

Market Flash

The U.S. economy added 178,000 jobs in March, well above economists' consensus estimates and rebounding from the previous month's revised net loss of 133,000 jobs. The report, released on Friday while markets were closed for a holiday, also showed that the unemployment rate...
April 6, 2026

Monthly Report: April 2026

The month was marked by a V-shaped rebound in the stock markets—the fastest recovery following a drop of more than 8% in the past 50 years. After a quarter dominated by fears of stagflation and the most severe disruption to oil supplies in history, the major indices recovered...
March 31, 2026

Market Flash

The Federal Reserve kept its benchmark rate unchanged for the second consecutive meeting, maintaining it in the 3.50%–3.75% range, in line with market expectations. Oil price shocks pose complex dilemmas for central banks. On the one hand, they create temporary inflationary pressures, and the more...
March 24, 2026

Daily commentary

Reports that Saudi Arabia plans to escalate the conflict with Iran triggered a new wave of risk-off sentiment, though this ultimately proved limited, as afternoon buying offset the initial impact of the news. This was compounded by the announcement that the U.S. will deploy 3,000 troops to the Middle East, pushing global interest rates up by 4–7 basis points and leaving most stock indices in positive territory...
March 23, 2026

Daily commentary

The market continues to move to Trump’s tune, buoyed today by a statement he released this morning in which he said he is negotiating with Iran and that there will be no attacks for the next five days—after he said over the weekend that he would strike Iran even harder if they did not open the Strait of Hormuz within the next 48 hours...