Weekly Market Recap · Global Markets · Monthly Deep Dives

Yield & Reason

A weekly recap of current market events — stocks, bonds, commodities and macro — with a deeper analysis piece every month.

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SMI 12,982 ▼ −9.2% MTD Brent $112.57 ▲ +4.22% Gold $5,114 ▼ −0.22% US 10Y 4.38% ▲ +18bps EUR/CHF 0.9320 ▼ −0.4% SNB Rate 0.00% Held Mar 2026 S&P 500 6,369 ▼ −1.7% SMI 12,982 ▼ −9.2% MTD Brent $112.57 ▲ +4.22% Gold $5,114 ▼ −0.22% US 10Y 4.38% ▲ +18bps EUR/CHF 0.9320 ▼ −0.4% SNB Rate 0.00% Held Mar 2026 S&P 500 6,369 ▼ −1.7%

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All Editions 1 Edition
01
6 Apr 2026
Oil · SNB · Bonds · Macro
The Month Markets Won't Forget
Iran's Hormuz toll system in yuan, Brent at $112, and a market disconnect that has to close. Plus the SNB at zero, duration risk explained and our probabilistic take on what comes next.
Commodities Fixed Income Equities Macro
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Edition 02 — publishing week of 12 April 2026. Subscribe above to receive it directly in your inbox.