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October 23, 2026
Market sentiment has shifted uneasily in recent weeks. The economy remains supported by the AI-driven investment boom. But as demand has stayed surprisingly strong and war continues in the Middle East, inflation fears have also gathered force. And worries that the AI boom could turn to bust made some wary of tech stocks.
July 24, 2026
Last quarter, investors seemed to throw off the concerns that had weighed on markets in Q1 about the impact of the Iran-US war on the global economy. Unexpectedly good US inflation data for June was coupled with a slight dip in unemployment. Company earnings stayed mostly strong, with results beating expectations by as much as 40% for companies reported so far. And, in financial markets, optimism about AI-related trades returned to the fore, powered in part by the record-breaking IPO of SpaceX and the prospect of others to come.
June 26, 2026
The Strait of Hormuz is open again, at least for now. Oil prices have plummeted. Hopes abound for a continued ceasefire between Iran and the US, even if obstacles remain to a lasting peace in the region. Yet equities are not celebrating the good geopolitical news. Instead, the week opened with a sharp drop in most things AI-related, which left US equities down as June draws to a close. Other markets experienced significant volatility – notably, Korea and Taiwan, which had been buoyed by enthusiasm for inputs into AI.
