inflectionpoint49ersWeek Ahead
The war between the US and Israel against Iran is taking centre stage: the US President says that it is 'very complete, pretty much'. Oil shoots to $120 a barrel, before declining. Fear of added inflation reprice risk in credit and change the outlook for 2026 of many Central Banks. US earnings continue to be good: Oracle's report on Tuesday, after close, is a major focus for tech and AI.
Week Ahead - Inflection Point
The war between the US and Israel against Iran is taking centre stage: the US President says that it is 'very complete, pretty much'. Oil shoots to $120 a barrel, before declining. Fear of added inflation reprice risk in credit and change the outlook for 2026 of many Central Banks. US earnings continue to be