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European equities climbed as falling long-end yields fueled risk-on rotation into cyclicals, small caps, growth, semiconductors.
Asian equities mixed as Hormuz reopening nears; Korea rallies on AI chips, Japan pauses, Hong Kong diverges.
Stocks gained on Iran ceasefire hopes, falling oil, and heavy tech inflows, while volatility sank.
Singapore’s 1Q26 GDP revised higher; UOB raised 2026 forecast on AI-electronics strength, amid supply risks.
S&P 500 steadies near highs as Iran deal hopes, lower oil, Fed risk and tech momentum guide traders.
Rising global yields are pressuring equities, but low real rates and strong earnings suggest resilience amid volatility.
U.S. stock futures climb on US-Iran deal hopes, lowering oil, volatility, inflation fears; options strategies and hedges.
Nikkei jumps past 65,000 as Iran deal hopes, lower oil and AI momentum lift Japanese stocks.
CFTC data shows S&P 500 net shorts eased slightly, reducing bearishness as volatility cools and traders adjust strategies.
Germany’s Ifo index beat forecasts in May, lifting sentiment and supporting German equities, euro strength, lower volatility.
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