Public Markets 3 Hours

Last updated: May 15, 2026, 2:30 PM ET

Equity Markets

The S&P 500 extended its winning streak despite accelerating inflation and potential interest rate increases, with strong corporate earnings fueling the rally. However, investor sentiment shifted to outright red-hot exuberance, raising concerns about market sustainability. Meanwhile, stock analysts recommended specific companies including Victrex, Marston's, and Vodafone, offering guidance on which equities to buy, sell or hold in the current volatile environment.

Fixed Income & Currencies

Credit investors continued buying corporate bonds enticed by high yields, shrugging off geopolitical risks and focusing instead on robust results from blue-chip businesses. The euro could climb to five-year highs as a drop in hedging costs might drive more than $200 billion in flows, according to Morgan Stanley. As global bond yields surged to multi-decade highs, G-7 finance chiefs are set to discuss the government bond selloff, with the 30-year U.S. Treasury yield nearing its highest level since 2007. This rapid rise in yields threatens to disrupt the Treasury futures market as traders overhaul their positions.

Commodities

Silver collapsed below $80 an ounce to close out a week of extreme price swings, bringing fresh volatility to one of this year's most turbulent trades as the metal experienced dramatic swings.

Corporate & Private Markets

The finance chief of Softcat purchased company shares ahead of an anticipated boost from AI demand, as the cybersecurity firm reported rising profits amid increased demand for its products. Meanwhile, Goldman Sachs is exploring a significant risk transfer deal tied to a portfolio of loans to private market funds, sounding out investors about the structure that could reshape how banks manage credit risk in the private equity space.