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A positive start to 2026 Global equities began 2026 on an upbeat note, with the MSCI World Index rising 2.3% YTD in USD terms. This performance was primarily driven by a global recovery in earnings, which was only partially offset by a contraction in valuations. Mirroring the trend seen in 2025, the US remained a laggard […]
Iran – Deal or strike US military presence around Iran continues to increase as negotiations appear to stall, lifting market-implied odds of a potential strike. The key uncertainty remains the scope: a targeted “decapitation” strike against senior leadership, or broader action including nuclear facilities. Tehran remains unwilling to accept limits on its ballistic missile program […]
US – Strong jobs, soft inflation: the sweet spot A fresh round of US data last week reinforced the view that the labour market remains resilient. Communication from Hassett and Navarro in the days leading up to the Non-Farm Payrolls release had lowered market expectations for job creation, but the actual print surprised on the […]
Download On Friday, February 6, 2026, Stellantis announced a deep strategic “reset” of the group. Management acknowledged that the transition toward electric vehicles had been planned too aggressively compared with what customers are actually buying. Today the market is asking for greater flexibility: electric vehicles, yes, but also hybrids and advanced internal combustion engines. This […]
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