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The S&P 500 surges toward fresh records as US-Iran peace negotiations fuel a rally in equities, with oil prices moderating and corporate earnings providing fundamental support.
Citigroup's adjusted Q4 2025 EPS of $1.81 beat expectations, though revenue fell short. Robust dealmaking and capital returns bolster confidence as the bank targets a 10-11% return on tangible common equity in 2026.
Emerging market portfolios saw a $30.9 billion inflow in August 2024, marking the second-largest monthly increase in four years. This capital reallocation reflects a structural shift as investors seek alternatives to developed markets.
The S&P 500 saw a significant surge following President Trump's announcement of a ceasefire with Iran. This move sent oil prices plummeting and Treasury yields on a downward trend, while the US Dollar weakened as investors shifted towards riskier assets in anticipation of potential peace negotiations.
U.S. equities rallied sharply following the Iran ceasefire announcement, with the S&P 500 gaining 2.56% as oil prices dropped. Yet, investors should remain cautious of the agreement's fragile foundation and significant downside risks if negotiations falter.
The S&P 500 and Nasdaq soared for seven straight days post-U.S.-Iran ceasefire, as oil prices fell 16% and market volatility eased, reflecting renewed investor confidence in risk assets.
Global markets rallied sharply following Trump's announcement of a two-week ceasefire with Iran, with the S&P 500 jumping 2.5% and oil prices plunging below $95 per barrel.
