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Nine weeks up, and priced for perfection.

Markets · Weekly briefing

Nine weeks up, and priced for perfection.

A euphoric short week: records every session, May the best tech month of 2026, Dell and Snowflake posting their biggest days on record, Micron through $1tn. A hot PCE print was shrugged off — but the rally is stretched and the calendar ahead is dense, so the risk-reward into June looks delicate.

Scrollable briefing

Flip through the full briefing below, or download it on the right.

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