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Investment Weekly

Blissful markets
15 May 2026
    Articles

    Chart of the week – Blissful markets

    Chart of the week – Blissful markets

    Analysts are talking about a new investment narrative: “the Bliss Trade”. It’s a world where markets behave as if governments will always step in, spend big, and cushion every shock. In short, it’s BLISS: Big Lasting State Support. But what does it mean for investors?

    Market Spotlight

    • What’s on the menu?

    Lens on…

    • What energy shock?
    • Tech-tonic shift
    • When the chips are down…

    Read the full commentary PDF, 3.40MB

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