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Global financial market outlook
for the 2nd quarter of 2026
- How will the ongoing Middle East conflict and energy shocks reshape US, European, and global equities?
- Will capital concentration in technology and AI continue to drive US equity resilience despite geopolitical risks?
- Can GBP/USD maintain stability amid a hawkish Fed and elevated dollar strength?
- Will European equities recover if oil prices ease, or face slower growth and rising inflation under sustained energy shocks?
- How volatile will commodities like crude oil, gold, and silver remain in response to geopolitical and liquidity-driven shocks?

















