Japan's Nikkei 225 hits record high of 62,000, supported by robust earnings and easing trade tensions.
09 May 2026, 20:12
Japan's Nikkei 225 hits record high of 62,000, supported by robust earnings and easing trade tensions; more details available here.
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09 May 2026, 20:14
🚀 Dollar weakened 2.17% over 12 months. The Fed is parked at 3.50–3.75%. The Iran de-escalation tail has just been priced in, and liquidity is rebuilding underneath the headline.
Risk assets historically lead M2 by 8–12 weeks, and we're currently inside that window.
See the macro overlay → #macro
Dollar weakened 2. 17% over 12 months. The Fed is parked at 3.
🚀 Dollar weakened 2.17% over 12 months. The Fed is parked at 3.50–3.75%. The Iran de-escalation tail has just been priced in, and liquidity is rebuilding underneath the headline.
Risk assets historically lead M2 by 8–12 weeks, and we're currently inside that window.
See the macro overlay → #macro