SEB
May 26, 2026
A Battle Between Hope and Unpredictability
Daily UpdateEquitiesRates Govt BondsFXInformation TechnologyEnergy
US markets are near record highs as investors weigh optimism over a potential Iran peace deal and AI growth against stagflation risks and new Fed leadership under Kevin Warsh. Nordic AI adoption continues to outpace the broader EU, with Sweden showing significant growth.
Key Takeaways
- 1.Global risk appetite remains high with US markets near records despite stagflation risks and the ongoing Iran war.
- 2.Kevin Warsh has been appointed as the new Fed Chairman, facing scrutiny over his independence from the White House.
- 3.AI adoption in the Nordic region is accelerating, with Sweden and Denmark leading in the EU.
Table of Contents
- Global key stories
- Nordic key stories
- Today's key events
- Market data
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Authors
Dana Malas
Securities
S&P 500CCMPOMXSPIBrent Crude
Themes
Geopolitical De-escalationArtificial Intelligence DominanceCentral Bank Credibility
Regions
North AmericaEuropeMiddle EastUnited StatesSwedenIran