1.0Weekly Investor Snippetshttps://karolpelc.com/InvestorSnippetsKarol Pelchttps://karolpelc.com/InvestorSnippets/author/investor/Week 18 - Weekly Investor Snippetsrich600338<blockquote class="wp-embedded-content" data-secret="sLzFwwsd24"><a href="https://karolpelc.com/InvestorSnippets/2026/05/02/week-18-2026/">Week 18</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://karolpelc.com/InvestorSnippets/2026/05/02/week-18-2026/embed/#?secret=sLzFwwsd24" width="600" height="338" title="“Week 18” — Weekly Investor Snippets" data-secret="sLzFwwsd24" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script>
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Macro The global macro backdrop remains defined by a widening divergence between resilient headline activity and a rapidly deteriorating underlying structure, as the energy shock from the Iran conflict continues to propagate through inflation, trade, and policy channels. U.S. growth remains superficially robust, with Q1 GDP at 2.0% annualised, but this strength is increasingly concentrated […]https://i0.wp.com/karolpelc.com/InvestorSnippets/wp-content/uploads/2026/05/image.png?fit=1029%2C592&ssl=11029592