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CFI Group Quarterly Report - Q2 2026
From Energy Shocks to New Opportunities
CFI Group Quarterly Report - Q2 2026
From Energy Shocks to New Opportunities
- Oil reversed sharply, from $120 fears to below $75
- Markets repriced rapidly across assets, sectors, and regions
- Equities rebounded as risk appetite returned
- Gold & silver corrected under stronger dollar & higher yields
- Inflation moved back to the center of attention
- Central banks signaled tighter-for-longer policies
- The US dollar strengthened, driving volatility
