IronPeak Research

All Publications

Daily Market Wrap - Soft payrolls hand the rally back to market breadth

Jul 3, 2026

Global stocks rose and Europe hit a record after weak U.S. jobs data eased Fed hike fears, while chip volatility showed the rally is broadening rather than returning to its old leadership.

Daily Market Wrap - Cheaper oil broadens Europe as chips lose altitude

Jul 2, 2026

Defensive sectors kept Europe near record levels and Brent fell to a four-month low, but another semiconductor selloff left the market dependent on U.S. payrolls for direction.

Daily Market Wrap - July opens with relief, but rates push back

Jul 1, 2026

Lower oil is helping inflation expectations, but higher yields and a weaker yen are keeping the risk rally from broadening cleanly.

Daily Market Wrap - Quarter-end rally leans on AI and lower oil

Jun 30, 2026

Global equities closed the quarter on stronger footing as AI optimism offset rate risk, while oil’s retreat eased the pressure on central banks.

Daily Market Wrap - Relief rally tests the AI-cost overhang

Jun 29, 2026

Easing U.S.-Iran tensions pulled oil lower and lifted futures, but rate-hike risk and AI cost pressure kept the rebound selective.