The S&P saw a sharp rally in equities this week following the announcement of a ceasefire between Israel and Lebanon—rising 7.5% to reach a new all-time high, reflecting optimism of continued de-escalation. Watch the full video for updates on earnings season, the labor market, and the latest manufacturing indicators.

In this week’s episode of 7 Market Movers, Doug Huber covers how the Iranian conflict is impacting the markets; the latest updates on crude oil prices; and what’s going on with redemptions in private credit markets.

This week Aya Yoshioka covers how gold has been “on a tear” and up almost 14% so far in 2026. Threats of new tariffs on Europe and proposed tax cuts in Japan rattled the markets, but, despite the volatility, the S&P 500 rallied Thursday afternoon to within 1% of all-time highs.