Weekly Global

The Weekly Global report assesses the impact of receding US-Iran geopolitical tensions on energy markets alongside US economic indicators. It maintains a constructive view on AI-driven technology growth despite recent volatility.

Key Takeaways

• 1.Brent crude prices are normalizing following de-escalation in the Strait of Hormuz, though geopolitical fragility persists.
• 2.US inflation data suggests a more benign outlook, supporting the view that the Fed may keep rates on hold this year.
• 3.Technology stocks remain volatile due to concerns over AI capital expenditure durability, but structural demand remains robust.

Table of Contents

• What to watch in the week ahead
• How will commodities react to the latest US-Iran developments?
• Latest developments on Iran, geopolitics, and more
• The outlook on central banks
• Tech and what comes next
• Will US jobs data ease Fed hiking fears?
• Can technology regain its poise?
• Chart of the week
• Non-Traditional Assets
• Global asset class preferences definitions
• Appendix

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