Closelook Newsletter · Global Markets
Global Markets
Non-US equity, FX, Euro-AI Sovereign 50, cross-asset cointegration. Where the dollar and the regional regimes meet.
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Bull Out of Nowhere?
Earnings revisions, sentiment, technicals, and seasonality point to more upside ahead.
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The global bull market in stocks may extend into late Summer 2026
Risk on assets may continue to lead with Europe lagging, Asia leading, and the Nasdaq to rule them all.
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Broadening, Not Rotation — Power Semi Joins, Agentics Recovers
Power Semiconductors just took the one-week lead inside Rubin. Six of seven AW25 sub-sectors completed a synchronized V-shape. Hyperscalers never participated in the crash. Nothing handed over — every