EFA

Interest rates in many countries are going up... and the trend is getting worse. We’re in for some rough sledding for a little while. That goes for bonds and stocks. Read more here.

The article highlights three lessons from the turbulent year 2026, focusing on how the new economic regime has unfolded. It suggests these insights will guide decisions for the rest of the year.

As with many Fed events, the market reaction is a head fake, and this was the case on Friday. One day doesn't make a trend, but unfortunately, the trends are already in place. Read more here

The headline indicates that the economically sensitive materials sector is experiencing a breakout.