Market Perspectives

U.S. equities advanced during the holiday-shortened week, with several benchmarks closing at fresh record highs as investor sentiment was buoyed by falling oil prices, growing hopes for a U.S.-Iran agreement and continued strength in AI-linked stocks. The tech-heavy Nasdaq Composite led the major indexes, rising 2.39%, followed by the S&P 500, which gained 1.43%, while the Dow Jones Industrial Average added a more modest 0.90%. Across the Atlantic, the pan-European STOXX Europe 600 edged 0.14% higher as investors continued to look for signs that diplomacy could ultimately restore oil and gas flows through the Strait of Hormuz. Germany's DAX gained 0.87%, France's CAC 40 rose 0.83%, and Italy's FTSE MIB advanced 1.06%, while the UK's FTSE 100 slipped 0.54%. In Asia, Japan's Nikkei 225 surged 4.72% to fresh record highs,…

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GlobalMarketsRecap-

GlobalMarketsRecap-

GlobalMarketsRecap-

Week23

Week23

Week23

US MarketsBullish
Nasdaq Composite
+2.39%
S&P 500
+1.43%
Dow Jones industrial
+0.90%
Several benchmarks closed at fresh record highs; Nasdaq led on falling oil and AI strength.
European MarketsBullish
STOXX Europe 600
+0.14%
DAX
+0.87%
FTSE MIB
+1.06%
CAC 40
+0.83%
FTSE 100
-0.54%
STOXX 600 edged higher; FTSE MIB led while the FTSE 100 slipped.
Asian MarketsMixed
Nikkei 225
+2.12%
Hang Seng
-0.70%
Nikkei surged to fresh record highs; Hang Seng fell on regulatory scrutiny.

BONDS & MACROECONOMICS

Treasury yields declined across most maturities as lower energy prices and reported progress in U.S.-Iran negotiations helped ease inflation concerns. Treasuries posted their best week since the U.S.-Iran war began, with Brent crude sliding 11% to $92 a barrel.

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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.