A dated archive edition for teams that want stable weekly URLs instead of a single rolling page. Root `/best-of-this-week` stays rolling; this route preserves editions.
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#1 archived pick
Neuberger Berman
Apr 6, 2026
37 sec read
Oil markets remain caught between fragile de-escalation hopes and a still-closed Strait of Hormuz, keeping prices elevated and volatility high.
The current “destocking” phase is being cushioned by healthy inventories, rerouted Saudi supply, and coordinated reserve releases, which together narrow the effective...
#2 archived pick
Neuberger Berman
Apr 4, 2026
41 sec read
Central banks are confronting a Middle East–driven oil shock that looks, at first glance, like 2022, yet the underlying macro backdrop is very different and increasingly points toward easing rather than renewed tightening.
In the U.S., higher energy prices appear more likely...
#3 archived pick
Neuberger Berman
Apr 4, 2026
35 sec read
Fixed income markets have shifted from a straightforward “easy beta” environment to one defined by near‑neutral rates, tight spreads and divergent macro and political forces across regions.
In this new phase, relying solely on domestic bonds may leave portfolios more exposed to...
#4 archived pick
Neuberger Berman
Apr 4, 2026
36 sec read
Markets are navigating the Gulf conflict with more resilience than many expected, reflecting a growing consensus that a gradual de-escalation remains the most likely path.
While the effective closure of the Strait of Hormuz has tightened energy markets and lifted risk premiums,...
#5 archived pick
Neuberger Berman
Apr 4, 2026
30 sec read
Artificial intelligence is moving from model training to agentic applications, and that shift is drawing new attention to “forgotten” parts of the hardware stack.
As millions of AI agents execute real-world tasks in parallel, demand is rising for higher-spec yet still “commodity”...