Markets are exhibiting a 'buy-the-dip' rebound following an easing of Middle East geopolitical tensions. Attention now shifts to impending US CPI data and central bank policy decisions.
Key Takeaways
- 1.Dip buyers are active following last Friday's AI-driven selloff, supported by de-escalation of Iran-Israel tensions.
- 2.BoJ is reportedly planning to hike rates to 1.0% in June and pause JGB tapering.
- 3.IATA has downgraded 2026 airline forecasts due to the war in Iran, with a projected contraction in Middle East traffic.
Table of Contents
- MARKET LINES
- Rates
- FX
- Equities
- Credit
- HIGHLIGHTS
- DAY AHEAD
- MARKET RECAP
- INDUSTRY NEWS
- RESEARCH HIGHLIGHTS
- RESEARCH LATEST FORECASTS
- RESEARCH EVENTS
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Authors
Author(s)
Securities
S&P 500Brent Crude
Themes
AI-Sector CorrectionCentral Bank TighteningGeopolitical De-escalation
Regions
Middle EastUnited StatesJapanGermany