Stellar 20Y Auction Stops Through, With Highest Foreign Demand In 2 Years

Hope And Reality By Teeuwe Mevissen, Senior Macro Strategist at Rabobank Since the start of the Iran war the market has had a tendency to view the likelihood of a peace agreement with a ‘glass half full’ attitude. Once again, markets have found some comfort in encouraging remarks from both the US and Iran, even though both sides are making it clear that there are still major sticking points on critical issues. US Secretary of State Rubio has suggested that there are “some goods signs” towards finding a resolution. This is despite Iran’s...

President Donald Trump says that Iran must agree to halt its nuclear enrichment program for 20 years to end the war. The position is a climb-down from Trump’s prior demand that Tehran permanently end its enrichment program.  A US official told Axios that during talks in Pakistan, the US proposed a deal where Iran agreed […]

"The Trend Is Now An Enemy": Kospi Slide Will Deepen As Momentum Flips Script By David Savage, Bloomberg Markets Live reporter and strategist The trend is now an enemy for Asian equities, especially those in South Korea, rather than the friend it was when they soared for much of the first half of 2026.  Momentum has been the undisputed king for global factor investing in 2026, particularly for Asian markets. Those trades are fracturing, as reversals in South Korea and other tech-heavy sectors set off a deepening rotation in the region. Investors...