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May 4, 2026
Equities: Strong earnings offset Middle East risks – Danske Bank
Danske Research Team reports that equities ended last week higher, led by tech and growth, even as Iran-related risks and higher Oil prices weighed on sentiment. They note a return of negative correlation between equities and bonds, with yields rising alongside stocks.
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May 4, 2026
Brent: Large monthly drop after Hormuz scare – UOB
UOB strategists note that Brent crude has just recorded its largest monthly percentage decline since December 2025, despite briefly spiking above USD 126/bbl on renewed Strait of Hormuz concerns.
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