bearish

Shaken, but Not yet Stirred

has highlighted this Insight as a Top Pick
146 Views02 May 2026 18:07
SUMMARY
  • Markets appear stable, but rising yields, weak yen, and high oil signal mounting inflation pressure and tightening conditions beneath the surface
  • Commodity super-cycle emerging: gold → energy → agriculture, with agriculture a key driver of future inflation transmission
  • Equities resilient but narrow; risk of market top into May and higher volatility in Q3 as macro pressures converge
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  • Shaken, but Not yet Stirred
    02 May 2026
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