: A two-week ceasefire in the Middle East conflict (beginning April 7) raised hopes for a permanent resolution and the reopening of the Strait of Hormuz .
By late April 2026, the trend of outflows reversed sharply, with global equity funds recording their largest inflows in 17 months. Global equity funds face weekly outflows on gro...
: Brent crude prices stabilized below $100 per barrel in mid-April, easing immediate concerns about energy-driven inflation. Early 2026 Sell-off Context : A two-week ceasefire in the Middle East
The "weekly outflows" referenced earlier in the year were particularly severe in March. the trend of outflows reversed sharply
The shift from deep outflows to aggressive buying was driven by evolving geopolitical and corporate factors.
: Earnings growth is expected to broaden beyond the "Magnificent Seven" to include mid- and small-cap stocks in cyclical sectors.
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