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2026

AI rotation and oil shock

New attacks in the Strait of Hormuz set the tone in July, while a marked AI rotation and a divided U.S. central bank also helped shape equity markets.

14.08.2026

Oil price back to square one

The oil price fell back toward the levels seen before the Iran war in June, while central banks raised interest rates and equity markets closed a ...

10.07.2026

Summit, oil price decline and new records

Global equities rose to new highs in May, lifted by a falling oil price, renewed AI optimism and a great-power summit that reduced geopolitical risk.

10.06.2026

Ceasefire, Negotiations and Records

Global equities reached new all-time highs in April, driven by hopes of a resolution to the conflict between Iran and the US and a strong start to ...

13.05.2026

Energy shock weighed on global equity markets

Persistently high oil prices, stagflation fears, and a sharp reversal in the interest rate market characterized March, while the Oslo Stock Exchange ...

15.04.2026

War, tariffs and technological shift

The oil price rose sharply after the United States and Israel attacked Iran, and geopolitical unrest dominated the market picture in February. At the ...

13.03.2026

Further gains despite uncertainty

Equity markets rose in January, supported by improved growth signals and increased risk appetite, despite geopolitical unrest and currency movements.

16.02.2026

Geopolitics in Motion

The global economy entered the turn of the year with a more stable growth outlook than feared. Growth remained around last year’s level, while ...

09.01.2026

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