Market Perspectives

U.S. equities advanced as falling oil prices offset mixed inflation data and renewed volatility across the artificial intelligence sector. The Nasdaq Composite led the major indexes with a gain of 0.70%, while the S&P 500 and Dow Jones Industrial Average rose 0.65% and 0.66%, respectively. Across the Atlantic, European equities outperformed. The pan-European STOXX Europe 600 climbed 1.65%, led by Italy's FTSE MIB at 3.22%, while France's CAC 40 and Germany's DAX gained 1.61% and 0.50%, respectively. The UK's FTSE 100 also finished the week 1.0% higher. Asian markets, by contrast, struggled to find direction, with Japan's Nikkei 225 falling 0.85% and Hong Kong's Hang Seng Index declining 0.98%. Looking ahead, attention shifts back to central banks. While the Federal Reserve, Bank of England, Swiss National Bank and Bank of Japan are all expected to leave rates unchanged,…

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GlobalMarketsRecap-

GlobalMarketsRecap-

GlobalMarketsRecap-

Week25

Week25

Week25

US MarketsBullish
Nasdaq Composite
+0.70%
S&P 500
+0.65%
Dow Jones industrial
+0.66%
Tenth weekly gain in eleven; falling oil offset mixed inflation data.
European MarketsBullish
STOXX Europe 600
+1.65%
DAX
+0.50%
FTSE MIB
+3.22%
CAC 40
+1.61%
FTSE 100
+1.00%
Europe outperformed, led by the FTSE MIB.
Asian MarketsWeakening
Nikkei 225
+2.12%
Hang Seng
-0.70%
Asian markets struggled to find direction.

BONDS & MACROECONOMICS

Treasury yields edged lower, declining by roughly four basis points across most maturities as falling oil prices offset mixed inflation data.

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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.