Natixis
May 28, 2026
Can Brent Remain Sustainably Below 100
Market ReportCommoditiesRates Govt BondsEquitiesEnergyConsumer Discretionary
Brent crude prices fell to $94.3/bl amid US-Iran deal optimism, triggering a period of consolidation across global rates and equity markets. Meanwhile, French household confidence hit its lowest level since 2023.
Key Takeaways
- 1.Brent oil prices dropped to $94.3/bl, staying below $100 for three consecutive sessions due to optimism over potential US-Iran agreements.
- 2.Global rates and equity markets are in a consolidation phase, with the 10-year Bund approaching 3% yield.
- 3.Real estate credit fundamentals are showing signs of deterioration, specifically cited in Aroundtown's Q1 results and rising office vacancies.
Table of Contents
- MARKET LINES
- Rates
- FX
- Equities
- Credit
- HIGHLIGHTS
- DAY AHEAD
- MARKET RECAP
- INDUSTRY NEWS
- High Yield
- Energy Transition
- Transportation & Mobility
- RESEARCH HIGHLIGHTS
- RESEARCH LATEST FORECASTS
- RESEARCH EVENTS
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Securities
Brent Crude FuturesAroundtown SASTLAAkzo Nobel NVLoxam SASNaturgy Energy Group SA
Themes
Geopolitical Tension vs. Diplomatic OptimismMarket ConsolidationCredit Quality in Real EstateEV Market Acceleration
Regions
EuropeNorth AmericaMiddle EastUnited StatesIranFrance