Market Ethos

gold, oil and stock markets

A tale of three markets

15 June 2026
What is top of mind these days? In this Ethos we will tackle three of the most recurring topics of late. 1) As a number of trillion-dollar companies are tapping the markets via IPOs, what does this mean for markets and indices? 2) Why didn’t oil go higher during the closure of the Strait of Hormuz and what could be next? And 3) Gold fell -25%, from $5,400 to $4,100/oz, since the outbreak of hostilities. Why? Here is our take.

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couple discussing finances

Storytime

8 June 2026
This market has become very narrative driven, with the narratives driving some things up and some things down. And the narratives don’t even have to change; they can simply become less prominent or fade away.

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