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Columns5| Company | Markets | New markets | Momentum | Activity | Expansion score |
|---|---|---|---|---|---|
 BloombergYou | 25 | 2 | +94% | 53 | 66 |
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ActiveTrump administration released 14-point preliminary agreement with Iran covering uranium neutralization, Strait of Hormuz passage without fees for 60 days, with possibility of future transit charges.
JPMorgan Asset Management recommends continued investment in equities and higher-risk assets in H2 2026, citing AI boom and resilient US consumption. Chief strategist David Kelly expects economic strengthening mid-year with strong earnings growth.
President Trump plans to allow US defense companies to license missile production in Europe and Ukraine, particularly air defense interceptors, to address depleted American stockpiles and meet Ukraine's defense needs.
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