Markets spent another week proving that nothing is straightforward in 2026. Oil prices retreated close to pre-war levels, the 10-year Treasury eased to roughly 4.37%, equities rebounded sharply, and manufacturing climbed to a multi-year high. At the same time, the latest inflation reads came in hot and peace negotiations are ongoing. If someone had handed you a list of H1 2026's headlines in January — oil spiking to $130 due to war in the Middle East, Treasury yields surging 75 b...