Insights

Stocks continued to rally for the most part last week, fueled by cautious investor optimism that U.S. involvement in the Middle East may be nearing an end. In addition, cooler inflation data (see below) along with the start of what is hoped to be a resilient earnings season also contributed to the rally.

Stocks surged last week with the easing of geopolitical tensions that had weighed on equities for weeks. The S&P 500 crossed the 7,000 point barrier, while the NASDAQ achieved its longest winning streak (12 straight sessions) since 1992.

The U.S. stock market enjoyed a second straight rally last week as geopolitical tensions shifted, at least temporarily, from escalation to diplomacy.

Wall Street enjoyed a tech-led rally despite the escalation of the conflict with Iran and a pivot in fiscal policy following President Trump's request that Congress approve a $1.5 trillion total defense budget for 2026, funded, in part, by a 22.6% cut in domestic discretionary programs.

Wall Street saw stocks continue to trend lower last week, influenced by geopolitical tension, volatile energy markets, and shifting investor sentiment.

Stocks fell sharply last week, with each of the benchmark indexes posting declines as rising energy prices, tensions in the Middle East, and renewed stagflation fears dampened risk sentiment.

Wall Street saw a third straight week of losses as rising oil prices sparked inflation fears. Each of the benchmark indexes listed here declined as investors moved away from risk.

Stocks ended last week sharply lower, impacted by renewed inflation and geopolitical events. Each of the benchmark indexes listed here ended the week lower, while crude oil prices surged to the highest levels since August 2022, as intensifying tensions in the Middle East disrupted global energy trade.