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Global equities pushed to fresh record highs as optimism around a potential extension of the US–Iran ceasefire kept oil prices contained and helped unwind war-driven risk premiums. The MSCI All Country World Index rose for a 10th consecutive session, while Asian equities gained 1.3% and have now largely erased losses tied to the conflict.

In the context of the year so far, markets are relatively subdued. Stocks continue to extend their rally on optimism around renewed US–Iran talks, with several major markets now erasing losses linked to the conflict.

Equities extended their rebound as oil prices declined, with investors encouraged by signs the US may resume talks with Iran. The MSCI All Country World Index rose, putting it on track for an eighth consecutive day of gains, while Asian equities climbed 1.5%, led by technology stocks.