Sell In May And Go Away

Global equity markets maintain record momentum led by AI optimism and easing oil prices amid potential Middle East ceasefire talks. However, weak manufacturing data in China and mixed Eurozone inflation figures suggest a fragile short-term outlook.

Key Takeaways

• 1.Markets enter June with strong momentum, including a nine-week S&P 500 winning streak, the longest since 2023.
• 2.AI optimism continues to drive the market, evidenced by a 33% surge in Dell's stock following strong AI server sales.
• 3.Geopolitical tensions in the Middle East are showing signs of relief with a potential US-Iran 60-day ceasefire, leading to a drop in Brent oil prices below $92.

Table of Contents

• MARKET LINES
• Rates
• Equities
• Credit
• Energy
• HIGHLIGHTS
• DAY AHEAD
• MARKET RECAP
• INDUSTRY NEWS
• High Yield
• Transportation & Mobility
• RESEARCH HIGHLIGHTS
• RESEARCH LATEST FORECASTS
• RESEARCH EVENTS
• DISCLAIMERS

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