Global Macro & Markets US and UK markets were closed for Memorial Day and the bank holiday respectively, keeping volumes thin, but the pre-holiday session saw a decisive risk-on shift as US officials signalled a nuclear deal with Iran is approaching agreement. Brent fell below $97/barrel, the dollar weakened, equity futures pointed higher across Asia and Europe, and Eurozone sovereign yields declined sharply with peripheral spreads narrowing in line with the improved risk backdrop. CaixaBank Research
Enterprise AI & AI Strategy SAP closed out Sapphire 2026 in Madrid (May 19–21) by betting the company on what it calls the "Autonomous Enterprise" — a vision where AI agents run core business workflows while humans set strategy. SAP has already shipped 224 agents and 51 assistants across four business processes, with its Business AI Platform underpinned by new Anthropic and Nvidia partnerships; the framing marks a sharp departure from the copilot-and-assistant era SAP was still pitching at last year's event. Enterprise Times
AI Tools & Developer Utilities Anthropic's Code with Claude event (May 6, San Francisco) shipped five new agent platform features: Dreaming, Outcomes, multi-agent orchestration, Claude Finance with ten pre-built financial agents, and Add-ins for third-party tool embedding. The same week, Bristol Myers Squibb went public as the first top-5 pharma company to standardize on Claude Enterprise company-wide — 30,000+ employees — with agentic Claude embedded directly into drug-discovery, development, and delivery pipelines. InfoQ