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Markets Weekly Outlook: Is The 'Risk-On' Rally Sustainable With Rates And Energy Elevated?
2026-05-09 · via All Articles on Seeking Alpha

Summary

  • Equities maintain a "risk-on" rally, defying the market disconnect from elevated oil prices and rising interest rate expectations.
  • The US market faces a pivotal week with the final Powell-led CPI report expected on Tuesday, ahead of the Fed chair handover to Kevin Warsh on May 15.
  • Geopolitical tensions remain high following US/Iran strikes, though a 3-day Russia-Ukraine ceasefire was announced.
  • The US Dollar Index is showing a bearish technical breakdown, with a cooler CPI likely to lead to a move toward the 96.901 support level.
Stock market report

bluebay2014/iStock via Getty Images

By Zain Vawda

Week in Review: Equities Defy Gravity as Oil and Rates Realign

The start of May has left market participants with more questions than answers. In a striking display of resilience or perhaps denial, US

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