Week of 6 April 2026
Weekly markets 06 05 2026
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A two-week ceasefire has been agreed in Iran, but few are expecting it to hold — and bond markets seem to agree, with a $119 billion Treasury auction expected to draw weak demand after months of volatility. We explore the UK's deepening energy dilemma: low reserves, ageing nuclear plants, and a government that is heavily indebted and struggling to subsidise consumers the way Europe did in 2022. And the asset management industry is consolidating fast — $25 billion of deals in the first quarter of 2026 alone, more than half of last year's full-year total. We break down what's driving the wave and what it means for investors.
