Market Perspectives

U.S. equity markets rallied strongly, buoyed by robust corporate earnings as more than 85% of S&P 500 companies reported quarterly results. The technology-heavy Nasdaq Composite once again led gains, surging 4.55%, while the S&P 500 advanced 2.33% and the Dow Jones Industrial Average added a more modest 0.22%. Across the Atlantic, sentiment improved early in the week as easing geopolitical tensions in the Middle East combined with supportive earnings to stabilize markets. The pan-European STOXX Europe 600 ultimately finished a volatile week up 0.14%. Among the major indices, Germany’s DAX edged 0.19% higher and Italy’s FTSE MIB gained 2.16%, while France’s CAC 40 was broadly unchanged and the UK’s FTSE 100 declined 1.26%. In Asia, a shortened trading week still delivered strong gains, with Japan’s Nikkei 225 climbing 5.38% and Hong Kong’s Hang Seng rising 2.39%, led by technology and select consumer-related shares. Looking ahead, investors face a busy week, from a high-stakes meeting between President Donald Trump and President Xi Jinping to mounting focus on the Federal Reserve’s leadership transition and key U.S. inflation data, all against a backdrop of persistent tensions between Washington and Tehran. What can investors expect now?

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GlobalMarketsRecap-

GlobalMarketsRecap-

GlobalMarketsRecap-

Week20

Week20

Week20

US MarketsBullish
Nasdaq Composite
+4.55%
S&P 500
+2.33%
Dow Jones industrial
+0.22%
Strong rally led by Nasdaq on robust corporate earnings; over 85% of S&P 500 reported.
European MarketsMixed
STOXX Europe 600
+0.14%
DAX
+0.19%
FTSE MIB
+2.16%
CAC 40
+0.00%
FTSE 100
-1.26%
Mixed performance; FTSE MIB led while FTSE 100 declined in a volatile week.
Asian MarketsBullish
Nikkei 225
+2.12%
Hang Seng
-0.70%
Strong gains in a shortened trading week; Nikkei led on technology strength.

BONDS & MACROECONOMICS

The Treasury curve was broadly unchanged, with price action continuing to track swings in crude oil.

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The services and investments advisory referenced in this website should not be regarded as an offer of solicitation for such services or investment advisory in any jurisdiction where such activity is unlawful. This website is not directed at you, if we are prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use which would be contrary to local law or regulation. The promotion of these services and advisory is restricted to clients who are experienced investors (Professional clients or Eligible counterparties as defined by the FCA) in these types of investments. This website and its contents are not intended to sell services or products over the internet, rather for internet viewer convenience and informational purposes. Subscriptions will only be received and shares issued on the basis of the current prospectus or Scheme Particulars for the fund. Every effort has been made to ensure the accuracy of the financial information herein but it is based on unaudited figures. Any investment decision should be made solely on the basis of the information and risk warnings contained within the information memorandum and/or prospectus issued by or on behalf of the fund or company concerned. The Gestio Capital ltd services are not available for purchase by US persons. Services or advisory described on this website are not available for sale in any jurisdiction in which sale would be prohibited. Nothing in this website constitutes investment, legal, tax or other advice nor is it to be relied upon in making an investment decision. Please note that authorization by the FCA does not imply official approval or recommendation. The information contained in this website shall not be published, rewritten for broadcast or publication or redistributed in any medium without prior written permission from Gestio Capital Ltd. Gestio Capital Limited is a company registered in England & Wales under company number 9619363 and whose registered office is 9 Seagrave Road, London, England, SW6 1RP.

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Enduring wealth demands structure, discipline and alignment.

© 2026

Gestio Capital. All rights reserved

The services and investments advisory referenced in this website should not be regarded as an offer of solicitation for such services or investment advisory in any jurisdiction where such activity is unlawful. This website is not directed at you, if we are prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use which would be contrary to local law or regulation. The promotion of these services and advisory is restricted to clients who are experienced investors (Professional clients or Eligible counterparties as defined by the FCA) in these types of investments. This website and its contents are not intended to sell services or products over the internet, rather for internet viewer convenience and informational purposes. Subscriptions will only be received and shares issued on the basis of the current prospectus or Scheme Particulars for the fund. Every effort has been made to ensure the accuracy of the financial information herein but it is based on unaudited figures. Any investment decision should be made solely on the basis of the information and risk warnings contained within the information memorandum and/or prospectus issued by or on behalf of the fund or company concerned. The Gestio Capital ltd services are not available for purchase by US persons. Services or advisory described on this website are not available for sale in any jurisdiction in which sale would be prohibited. Nothing in this website constitutes investment, legal, tax or other advice nor is it to be relied upon in making an investment decision. Please note that authorization by the FCA does not imply official approval or recommendation. The information contained in this website shall not be published, rewritten for broadcast or publication or redistributed in any medium without prior written permission from Gestio Capital Ltd. Gestio Capital Limited is a company registered in England & Wales under company number 9619363 and whose registered office is 9 Seagrave Road, London, England, SW6 1RP.