Market Perspectives

U.S. equities finished higher for a second consecutive week as easing geopolitical tensions and falling oil prices supported risk appetite. The Nasdaq Composite led the major indexes with a gain of 2.43%, while the S&P 500 and the Dow Jones Industrial Average advanced 0.93% and 0.71%, respectively. The catalyst was the signing of a memorandum of understanding between the U.S. and Iran, a development that strengthened expectations for the reopening of the Strait of Hormuz and helped push crude prices lower. Across the Atlantic, European equities also benefited from the improving geopolitical backdrop. The pan-European STOXX Europe 600 rose 0.38%, led by Italy's FTSE MIB at 2.62%, Germany's DAX at 1.42% and France's CAC 40 at 0.84%, while the UK's FTSE 100 bucked the trend and declined 1.04%. In Asia, Japan's Nikkei 225 surged 7.92%, while Hong Kong's Hang Seng Index fell 3.21%. Looking ahead, attention turns to the May U.S.…

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GlobalMarketsRecap-

GlobalMarketsRecap-

GlobalMarketsRecap-

Week26

Week26

Week26

US MarketsBullish
Nasdaq Composite
+2.43%
S&P 500
+0.93%
Dow Jones industrial
+0.71%
Second consecutive weekly gain on the U.S.-Iran memorandum of understanding.
European MarketsBullish
STOXX Europe 600
+0.38%
DAX
+1.42%
FTSE MIB
+2.62%
CAC 40
+0.84%
FTSE 100
-1.04%
STOXX 600 reached a record high; the FTSE 100 was the outlier.
Asian MarketsMixed
Nikkei 225
+2.12%
Hang Seng
-0.70%
Nikkei surged while Hong Kong fell sharply.

BONDS & MACROECONOMICS

Treasury yields moved higher across much of the curve, with the two-year yield reaching its highest level in more than a year following the Federal Reserve's latest meeting and the hawkish tone adopted by new Fed Chair Kevin Warsh.

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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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© 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.