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Hiatus in optimismMarkets had a rough week, as Brent crude oil pushed back above $100 per barrel and long-term government bond yields rose sharply. This week starts on a better note, with US and Iran ceasing their attacks at least for now....

AI froth coming offChip stocks have swung from euphoria to despondency without any real bad news. Other than that, markets are in a lull, trading up and down over the same themes they have for months: war, interest rates, and the durability...

Markets keep calm and carry on with businessJust as markets had downgraded Middle East risks, they flared up again – and once more the reaction was strikingly measured. Spot oil spiked 12% after Iran targeted ships in the Strait and US forces...

Much appreciated slowing downGlobal stocks bounced from the previous week’s sell-off, but they’re still roughly flat over the past month. The previous big winners were, again, under the most pressure. Some are worried this might be more than quarter-end profit-taking, but the...