Markets
Markets Face a Second Half of 2026 with Less Macro Support and More Dispersion
Franklin Templeton anticipates greater market dispersion and less central bank backing in the second half of 2026, with oil as a critical variable.
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Ibex 35 futures are down at the start of the week, focusing on OPEC+, macro data, and the earnings season.
Franklin Templeton anticipates greater market dispersion and less central bank backing in the second half of 2026, with oil as a critical variable.
Columbia Threadneedle highlights four key drivers for the markets in the second half: monetary policy, oil, corporate profits, and political risk.
WTI crude falls 0.4% after the OPEC agreement, easing transport costs for Spanish agriculture.
Spot gold rises 0.3% to $4,188 per ounce in Asia, driven by falling oil prices and weak US employment data.