daily digest
Rates and geopolitics are re-shaping who can actually hold equity gains May 1, 2026
Fed dissent and Middle East supply headlines mean bond yields and oil curves—not single-stock momentum—will decide who keeps gains.
Theme research
Defense and industrial backlog stories stayed bid research digests.
Public Asthi digests where this theme appears in the market narrative.
Asthi Research is general market commentary, not personalized investment advice. Public digests cite source coverage and become more useful when signed-in investors map themes back to their own holdings.