Tricio Monthly Insights - Rational exuberance?

Our monthly Insights for May 2026 provides detailed market analysis of equity, bond, commodity, currency, credit and emerging markets. The US war in Iran continued to swing some markets around, but key US and other equity market indices set new all-time highs last month. Bets on AI hopes stormed back, with credit spreads narrowing once again to highlight 'risk on' flows.

In our regular features, our ESG investment column looks at defence exposure. Investing for Yield looks at equity yield. Under the Bonnet discusses Kevin Warsh and Jargon Buster looks at supply shocks and monetary policy.

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