Global equities start the week cautiously higher after a 5-day tech-led selloff, with U.S. futures rebounding +0.5% to +1.2% pre-market. Easing U.S.-Iran tensions helped cool oil and supported risk assets, but chip and AI stocks remain under pressure from last week’s profit-taking. Energy prices steadied while gold slipped 1% to $4,055/oz and Bitcoin traded near $60,400. Asian markets were mixed Friday; Europe opens with modest gains as JPM raised STOXX 600 year-end target to 680.
Global Asset Classes
Global Stocks
- S&P 500: Closed 7,354.02 on June 26, down -0.05% for the day and -1.95% for the week. Futures up 0.9% pre-market June 29.
- Nasdaq Composite: Latest price $25,647.49. Nasdaq 100 futures +1.2% pre-market after 5 straight declines.
- DJIA: Futures +0.5% pre-market. Index eked out weekly gain despite tech weakness.
- Russell 2000 ETF (IWM): 295.77, -1.35% on last print.
Global Bonds
- U.S. 10-Year Treasury yield: 4.38%, ticking higher.
- U.S. 2-Year yield: 4.096%.
- Markets now price 90% chance of Fed rate hike in December, up from 61% pre-Fed meeting.
- Oil price decline helping “diversification trade” into growth sectors.
Global Oil
- WTI crude futures: ∼$70 per barrel, up about 1% pre-market.
- Brent: Rose to $96.00/bbl on June 2 amid Iran/U.S. tensions, then fell 4.34% to $72/bbl on easing supply fears. Goldman sees 2026 avg Brent $83, WTI $78.
Global Gold
- Spot gold: $4,174.90/oz, +0.4%. Futures down 1% to $4,055/oz pre-market.
- Goldman: Gold could reach $4,500-$4,700 in 2026, upside to $5,000. World Bank sees +42% in 2025, +5% in 2026.
Global Silver
- Spot silver: $65.24/oz, +0.5%.
- Forecast: Structural deficit for 5th year, targets beyond $65 with 2025 surge of 120%. World Bank: +34% in 2025, +8% in 2026.
Global Crypto
- Bitcoin: $60,400 after dipping to $58,000 last week, lowest since late 2024.
Americas
- DJIA: Futures +0.5% June 29. Closed 51,727.06, +0.29% on Monday June 29.
- S&P 500: 7,354.02 close June 26. June 29 options data shows 7,359.12, +0.07%.
- NASDAQ Composite: $25,647.49 latest. June 23 close 25,587.04.
- Russell 2000: IWM 295.77.
- NYSE Composite: No direct quote in results.
- S&P/TSX Composite (Canada): 34,980.00 on June 26, +0.35% for week. Futures +0.16% June 29.
- S&P/BMV IPC (Mexico): 67,226.01 on June 26, -0.71% for week.
- Bovespa / Ibovespa (Brazil): Futures 175,745, -0.29%. Index 173,295.14 on June 26, +2.95% for week.
- S&P Merval (Argentina): 3,123,411.00 on June 26, -5.10% for week.
- S&P IPSA (Chile): 10,762.00 on June 26, +0.52%.
Europe
- DAX (Germany): 24,671.22 on June 26, -1.26% for week. Futures 25,045.3, +0.05%.
- FTSE 100 (UK): 10,508.02 on June 26, +1.39% for week.
- CAC 40 (France): 8,384.87 on June 26, +1.74% for week.
- EURO STOXX 50: 6,221.55 on June 26, -1.14% for week. Current 5,645 GBX, -0.14%. Index 6,226.45 on June 26, -0.73%.
- AEX (Netherlands): 1,060.73 on June 26, -1.62% for week.
- IBEX 35 (Spain): 19,425.30 on June 26, +0.40% for week.
- FTSE MIB (Italy): 51,265.35 on June 26, -3.00% for week.
- SMI (Switzerland): 14,172.71 on June 26, +2.89% for week.
- BEL 20: Not in results.
- ATX (Austria): Not in results.
- OMXS30 (Sweden): Not in results.
- OMXC25 (Denmark): 1,592.78 on June 27.
- WIG20 (Poland): 135,165.90 on June 26, -2.66% for week.
- MOEX Russia Index: $934.35, -10.01% for week.
Asia-Pacific
- Nikkei 225 (Japan): 69,360.88 on June 26, -2.65% for week. Down 4.15% on Thursday.
- Shanghai Composite: 4,027.27 on June 26, -1.55% for week. Closed 4,027, -2.26% Thursday.
- Hang Seng Index: 22,671.86 on June 26, -5.24% for week. ETF 4.308 HKD, +3.06%.
- SZSE Component: 2,786.04 on June 26, -2.36% for week.
- China A50: Not in results.
- Taiwan Weighted Index (TAIEX): 44,571.76 on June 26, -4.07% for week. Fell 3.64% Thursday.
- KOSPI (South Korea): 8,411.21 on June 26, -7.08% for week. Plunged 5.81% Thursday.
- NIFTY 50 (India): 24,056.00 on June 25, +0.14%. ETF 13,125 KRW.
- S&P BSE Sensex: 77,100.47 on June 26, +0.39% for week.
- S&P/ASX 200 (Australia): All Ords 8,698.71, -0.82% for week. ASX 200 up 0.18% Thursday.
- NZX 50 (New Zealand): -0.39% Thursday.
- SET Index (Thailand): 1,542.34 on June 26, -11.99% for week.
- JKSE (Indonesia): 5,896.13 on June 26, -4.55% for week.
- FTSE Bursa Malaysia KLCI: 1,667.74 on June 26, -2.59% for week.
Middle East & Africa
- Tadawul All Share Index (Saudi Arabia): 10,933.23 on June 26, -1.69% for week.
- TA-35 (Israel): 4,028.22 on June 26, -2.79% for week. Index 4,028.22.
- BIST 100 (Turkey): 14,274.02 on June 26, -3.13% for week.
Notes:
- Many indices show Friday June 26 close as latest data; June 29 is Monday with futures/pre-market moves noted where available.
- U.S.-Iran talks eased oil and lifted equities, but tech rotation and Fed rate-hike odds keep volatility high.
- Asia saw sharp chip-led losses last week: KOSPI -5.8%, Nikkei -4.2%, TAIEX -3.6%.


