May 27, 2026 - Markets Jolted as Airstrikes End the Peace Rally

Markets were leaning into calm — until geopolitics hit the tape.In this episode of Market Pulse, we break down how airstrikes disrupted the fragile “peace rally,” forcing investors to reassess risk across equities, oil, bonds, and global macro positioning. We discuss what the sudden return of geopolitical risk means for market sentiment, why energy prices remain a key transmission channel, and how investors should think about risk appetite when headlines move faster than fundamentals.From relief rally to renewed volatility, this episode examines whether markets are simply absorbing another shock — or beginning to price a more unstable macro regime.Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.