Monthly Market Recap: May 2026
In May’s market recap, Amaury reflects on what moved the markets last month, sharing his perspective on equity markets, inflation, the SpaceX IPO, fixed income markets, and more.
In May’s market recap, Amaury reflects on what moved the markets last month, sharing his perspective on equity markets, inflation, the SpaceX IPO, fixed income markets, and more.
Markets experienced a notable shift in tone this week as stronger-than-expected economic data challenged the prevailing soft-landing narrative and prompted a reassessment of monetary policy expectations.