Markets

1 June 2026
TD Securities flags Iran headlines and month-end flows as focus shifts to US data-heavy week

Geopolitics and month-end flows drove steepening; focus shifts to volatile data week, weak NFP, firmer ISM.

1 June 2026
US equities hover at record highs as payrolls loom; Berkshire bid lifts homebuilders amid cooling momentum

US stocks hit records as geopolitics ease and oil drops; momentum cools ahead of key jobs data.

1 June 2026
Brent Crude Whipsaws on US-Iran Deal Hopes as Options Volatility Surges

Brent swings on US-Iran deal hopes; May plunge, weekly drop, rebound; options pricey, spreads favored.

1 June 2026
German retail sales fall in April, reinforcing weak consumer demand and bolstering expectations of ECB cut

German retail sales fell 0.3% in April, signaling weak consumer demand and reinforcing expectations for ECB cuts.

1 June 2026
USD/CHF Rises on Safe-Haven Dollar Demand as US-Iran Talks and Swiss Data Loom

USD/CHF rises near 0.7830 as safe-haven USD demand grows amid Iran talks, Lebanon tensions, oil.

1 June 2026
WTI rebounds towards $89 as Israel-Lebanon escalation revives supply fears and fuels volatility surge

WTI rebounds above $88 as Israel-Lebanon escalation boosts supply fears, volatility, backwardation, and bullish options positioning.

1 June 2026
Powell warns Fed independence at risk as Supreme Court weighs Cook case, denting dollar confidence

Powell warns firing Fed officials over policy would erode trust, spark volatility, weaken dollar, and hit stocks.

30 May 2026
S&P 500 edges higher to record as AI-led tech surge offsets Romania drone risk and hedging debate

S&P 500 hits record, AI-led surge lifts Dell/NetApp; momentum fades as geopolitical risks grow, hedges favored.

30 May 2026
CFTC data show S&P 500 net shorts widen as inflation and rate fears weigh on sentiment

CFTC data show S&P 500 net shorts deepened to -165.8k as inflation fears, volatility rise.

30 May 2026
CFTC Data Show Oil Speculators Cut Net Long Positions as Supply Builds and Demand Cools

CFTC data show oil speculators cut net long positions to 161,000 contracts, signalling reduced bullish sentiment.

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