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Daily Market Commentary

May 2026

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May 2026

May 22, 2026

Hopes for a deal between the US and Iran that will turn a fragile ceasefire into lasting peace fueled Wall Street optimism, driving stocks toward their longest streak of weekly gains since December 2023.

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May 21, 2026

A standoff between the US and Iran over key issues lifted oil prices, dragging down stocks and bonds on concern that a prolonged closure of the Strait of Hormuz could worsen energy disruptions and fuel inflation.

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May 20, 2026

Stocks rose as a decline in oil prices halted a selloff in bonds, with traders awaiting Nvidia Corp.’s results for clues on whether a tech-led surge from 2026 lows has more room to run.

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May 18, 2026

Hopes for a breakthrough in the standoff between the US and Iran over the Strait of Hormuz sent oil prices lower, halting losses in both stocks and bonds.

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May 15, 2026

A selloff in global bonds halted a rally in stocks, with concern intensifying that central banks will be forced to tighten policy to keep inflation in check amid persistently elevated oil prices.

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May 14, 2026

A revival of the artificial-intelligence trade kept fueling momentum in stocks, with the market remaining higher after the latest report on retail sales matched estimates.

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May 13, 2026

A resurgence in inflation sent bonds lower and stocks wavered on speculation the Federal Reserve will keep interest rates higher for longer as the war in Iran boosts energy costs.

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May 12, 2026

Wall Street traders left stocks and bonds lower as oil climbed, with a key inflation report showing the impacts of higher energy and supply disruptions stemming from the war in Iran.

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May 11, 2026

A rally that drove stocks to all-time highs wavered as oil climbed after the US and Iran failed to agree on terms to end their war, dashing hopes for an imminent revival of the Strait of Hormuz.

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May 8, 2026

Signs of labor-market strength drove stocks higher, bolstering speculation that the world’s largest economy remains resilient in the face of an energy shock triggered by the Iran war.

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May 7, 2026

Stocks held at all-time highs and oil fell as traders awaited updates on a potential US-Iran peace deal that would reopen energy flows through the key Strait of Hormuz.

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May 6, 2026

Stocks climbed around the world, joining gains in bonds as oil dropped on hopes the US and Iran are nearing a deal to end a war that has jolted markets and clouded the economic outlook.

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May 5, 2026

Relative calm returned to global markets, with stocks rising and oil falling as signs that a US-Iran ceasefire is still in place reduced fears about a full-scale war that could hamper the economic outlook.

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May 1, 2026

A record-breaking run drove stocks toward their longest weekly rally since 2024 after a batch of solid corporate earnings, signs of economic strength and hopes for a deal to end the Iran war.

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