Daily-Wrap

Macro Update:Global stock benchmarks have scaled historic highs, propelled by an unyielding artificial intelligence infrastructure boom that boosted tech sectors in the US, South Korea, and Taiwan. However, persistent US-Iran geopolitical tensions continue to fuelCrude OilVolatilityandSupplychain costs, leaving globalManufacturingburdened by sticky, elevatedInflationpressures.

Macro Update:Global markets open June 2026 at a historic turning point.Equitybenchmarks are rallying to all-time highs on fragile U.S.-Iran ceasefire hopes, deflating energy costs and easing sticky globalInflation. However, central banks like the ECB face growth downgrades and imminent rate hikes, while the AI …

Macro Update: Ceasefire talkshave calmed global markets. Yet,Inflationremains highand threatens economic growth. TheUSsees record stock highs alongside low consumer confidence. Meanwhile,Europefaces slow growth, andJapanplans to raise interest rates.Indialeads the world with the fastest growth.

Macro Update:Global macro growth is slowing to around 3.2% amid asevere energy crisiscaused by the Strait of Hormuz closure. While boomingAI infrastructure spendingkeepsStock Marketsnear records, persistentInflationforces central banks to keep interest rates high, squeezing everyday consumers and raising global defence budgets.

Macro Update:GlobalStock Marketshit record highs driven by a massive AI technology boom, lifting chipmakers across Asia. However, rising Middle East tensions and restricted shipping routes keep oil volatile around ninety to one hundred twenty dollars. Central banks remain on high alert as high energy …

Macro Update:The UK economy faces a complex outlook as robust 0.6% Q1 growth slows due to intensifying Middle East tensions [1]. While headlineInflationeased to 2.8%, rising producer costs persist. The Bank of England held interest rates at 3.75%, while a late-May services slump andManufacturingSupplystrains …

Macro Update:The UK economy is experiencing near-stagnation as strong 0.6% Q1 GDP growth gives way to a sharp May services sector slump. Driven by surging global energy shocks, AprilInflationhit 2.8% while the Bank of England held rates at 3.75%. Concurrently, publicDeficitsurged to £24.3 billion, …