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Key Highlights
Trump posted Saturday that a peace deal had been "largely negotiated," describing a two-phase memorandum of understanding involving the United States, Iran, Saudi Arabia, UAE, Qatar, Pakistan, Turkey, Egypt, Jordan and Bahrain. Phase one reopens the Strait of Hormuz. Phase two covers nuclear and …
As the thirteenth week of the US-Israeli conflict with Iran opens with U.S. markets closed for Memorial Day, the week that follows may be the most consequential macro test the 2026 rally has yet faced. Strength in first-quarter earnings has allowed investors to look …
Key Highlights
Iran's Supreme Leader Ayatollah Mojtaba Khamenei issued a directive that near-weapons-grade uranium must not be sent abroad. Iran's deputy foreign minister restated Tehran's claims to sovereignty over the Strait of Hormuz, and a senior Iranian source confirmed no deal has been reached, with uranium …
The USEquitymarket session on May 21, 2026, delivered a tape characterized by rotational digestion and fragmented institutional flows. Following the extreme zero-sum whiplash of the prior 48 hours, active managers appear to be pausing to evaluate structural damage. The empirical data points to a …
The empirical momentum data from the May 21, 2026, session exposes a highly deceptive tape designed to punish absolute-price chasers. The Relative Rotation Graph (RRG) presents a stark reality: the sectors flashing the brightest green on standard screens are structurally broken, while the sectors …
The AI data-centre shockwave
A Perfect Storm of Inflation and Geopolitics
A megaproject born of ambition
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