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US Labour Market Holds Steady: ADP Data Signals Selective Resilience Amid Macro Headwinds

The US private sector added a net 62,000 jobs in March 2026, according to data released by Automatic Data Processing. The figure surpassed consensus market expectations of 40,000 and followed an upwardly revised 66,000 in February. On the surface, the numbers suggest a labour …

Nitish Kishor | 01 April 2026

US Retail Sales Rebound Signals Resilient Consumer Demand Amid Macro Uncertainty

US retail sales rose 0.6% month-over-month in February 2026, according to data released by the U.S. Census Bureau. The reading exceeded market expectations of 0.5% and marked a firm reversal from the 0.1% decline recorded in January. It is the strongest monthly performance in …

Nitish Kishor | 01 April 2026

IO Biotech Files for Chapter 7 and Sheds 29% as Cancer Vaccine Programme Fails to Find Footing

IO Biotech (NASDAQ: IOBT) filed for Chapter 7 bankruptcy in the US Bankruptcy Court for the District of Delaware on March 31st, marking one of the more complete corporate collapses in the immuno-oncology space this year. The company simultaneously ceased all operations, terminated its …

Nitish Kishor | 01 April 2026

Eli Lilly bets on sleep science with $47-a-share Centessa deal

Eli Lilly (NYSE: LLY)has agreed to acquire Centessa Pharmaceuticals in a deal worth up to $47 per share, placing a substantial wager on a novel class of sleep disorder treatments and deepening the US drugmaker's push into neuroscience at a time of fierce competition …

Nitish Kishor | 01 April 2026

NATO Exit Warning: Trump Says Withdrawal is "Beyond Reconsideration" as Iran War Exposes Alliance Fractures

On April 1st 2026, Donald Trump told Britain's Telegraph that US withdrawal from NATO was now "beyond reconsideration." The statement, delivered amid an active military campaign against Iran and a Strait of Hormuz blockade that has pushed crude oil toward $100 per barrel, is …

Nitish Kishor | 01 April 2026

Copper rebounds from three-month low as US-Iran de-escalation lifts industrial outlook

Copper futures climbed back above $5.6 a pound on Wednesday, extending a rally from a three-month trough as conciliatory signals from Washington and Tehran eased fears of a prolonged conflict that had threatened to choke global energy flows and tip the world economy into …

Nitish Kishor | 01 April 2026

Oil Slips Below $99 as Trump Floats Iran Exit, but Kuwait Strike Keeps Markets on Edge

Oil markets opened April in a state of studied ambivalence. WTI crude futures fell more than 2.5% in the first trading session of the month, slipping below $99 per barrel after a March that had delivered one of the most dramatic monthly price surges …

Nitish Kishor | 01 April 2026

Risk Sentiment Improves as Geopolitical Easing Offsets Inflation and Growth Concerns

Market Movers:On Tuesday, the top gainers were Apellis Pharmaceuticals, Inc. (+135.40%) and U-BX Technology Ltd. (112.63%). On the contrary, CDT Equity Inc. (-45.45%) and Battalion Oil Corporation (-28.83%) declined the most the same day.

Team Kalkine | 01 April 2026

Markets on Edge: Relief Rally Masks Deeper Structural Stress

Global financial markets experienced a sharp rebound as investors responded to signs of easing geopolitical tensions. The possibility of reduced disruption in energy markets provided short-term optimism after a prolonged period of stress.

Vinay Lochav | 01 April 2026

A Quarter for the Ages: Energy Shock and the Global Market Reset

The first quarter of 2026 has emerged as a defining phase for global financial markets, characterized by simultaneous shocks across commodities and equities. The scale and speed of price movements have forced investors to reconsider long-held assumptions about growth, inflation, and asset allocation.

Vinay Lochav | 01 April 2026
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