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Market Impact: 0.72

Weekly Market Pulse: Stop Reading The News

Geopolitics & WarMarket Technicals & FlowsCorporate Earnings

Global stock markets rallied to all-time highs after the end of the Iran War, indicating a broad risk-on move across equities. Q1 earnings have been solid so far, though only 10% of companies have reported, so the earnings picture remains early and incomplete. The combination of reduced geopolitical risk and supportive early earnings has been favorable for market sentiment.

Analysis

Global stock markets rallied to all-time highs after the end of the Iran War, indicating a broad risk-on move across equities. Q1 earnings have been solid so far, though only 10% of companies have reported, so the earnings picture remains early and incomplete. The combination of reduced geopolitical risk and supportive early earnings has been favorable for market sentiment.

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Market Sentiment

Overall Sentiment

mildly positive

Sentiment Score

0.35