29 June 2026

Bank of America highlighted improving market sentiment as easing geopolitical tensions helped drive equities higher. The Nasdaq gained 2.43% over the week, while the S&P 500 rose 0.93%, supported by falling energy prices and resilient corporate earnings.

With Brent crude falling to $80.57 per barrel, inflation concerns eased, creating a more favourable environment for equity markets and corporate financing.

Market implications

• Lower energy prices support risk appetite

• Equity markets remain near record highs

• Credit markets remain stable

M&A / deal flow implications

• Stronger financing conditions support M&A

• ECM activity remains healthy

• Strategic acquisitions remain attractive

3 key takeaways

1. Falling oil prices have improved sentiment.

2. Capital markets remain supportive.

3. Corporate confidence continues to strengthen.