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An overview of global market movements for May 2026
Despite ongoing conflict in the Middle East, increased oil prices and persistent trade tensions, global markets continued to move higher in May - driven largely by the ongoing AI investment boom.
In this episode of Markets in a Nutshell, Linda Eedes focuses on what matters from here.
She explores how the AI race is reshaping global markets, why deglobalisation may keep inflation structurally higher and what these shifts could mean for diversified investment portfolios.
The skinny
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