Ukraine, the Fed, and market breadth

Ukraine, the Fed, and market breadth

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The View Beyond: Does China’s 2026 rally echo 2015?

China’s markets are off to a strong start in 2026, raising renewed comparisons to the 2015 boom‑and‑bust just as global tensions escalate — from dramatic US moves over Greenland to a surge in gold prices and a weakening dollar. With capital rotating out of U.S. assets and liquidi ...  Show more

Markets calmer, dollar slides, metals surge

Global risk sentiment improved as geopolitical tensions eased, diplomatic efforts advanced, and resilient US data lifted equities while pushing volatility and high-yield credit spreads to their lowest since 2007. European stocks played catch‑up, supported by their cyclical exposu ...  Show more

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