Cas Levin
speaker
52 appearances
1 recordings
1 series
first heard Jul 2026
last heard 7 Jul
Cas Levin’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Hello and welcome to the C-Spare Private Investment View and Outlook for Q2 2026.
My name is Cas Levin, Investment Research Analyst at C-Spare Private.
Before we look ahead to Q3, let's briefly review the second quarter.
Q2 2026 saw a significant uplift in equity markets as the Middle East conflict cooled and oil flows began to return to normality.
This lowered inflation expectations and somewhat eased expectations for future interest rate hikes.
Equities have also benefited from a tech fuel rally, with the quarter witnessing the largest IPO in history, SpaceX.
In the US, the S&P 500 and Nasdaq gained 12% and 21% respectively during Q2.
In Europe, markets gained between 9% and 11%, with the UK lagging due to its relative lack of major tech stocks.
Japan's Nikkei 225 gained 30%, while China's Shanghai Composite gained 4%.
The MSCI World Index recovered from Q1 losses, rising 11% during Q2 and over 6% year-to-date.
The second quarter was an excellent example of how quickly markets can recover following periods of heightened geopolitical uncertainty.
We have witnessed several such recoveries over the past few years, and despite all the volatility endured due to the conflict in the Middle East, equity markets are now in a stronger position than before the conflict began.
While markets recovered strongly, inflation remained one of the defining themes of the quarter.
As projected in our April outlook, the Middle East conflict had the expected repercussions on inflation.
Across major economies, inflation ticked up throughout Q2.
US CPI reached 4.2% in May, European inflation broke through the 3% barrier for the first time since 2023, and here in Ireland, inflation reached 3.6%.
Although this acceleration is expected to be temporary, it has prompted a shift in tone from major central banks.
The European Central Bank raised rates for the first time since 2023, reflecting the conflict's impact on energy-sensitive regions.
The Bank of England held at 3.75% in June in a 72-vote, though Governor Bailey warned inflation could reach 3.25% by Q4, leaving real potential for an interest rate hike in the latter stages of the year, depending on the economy's performance.
In the US, Kevin Warsh replaced Jerome Powell as Fed Chair, where interest rates held steady, though a hike before year-end remains likely should inflation remain elevated.
Showing 1–20 of 52 · page 1 of 3
Next →