Market Commentary: Tuesday 14th April

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. US futures edged higher, and European markets pointed to a stronger open.

The move also reflects a broader recovery in risk sentiment, with the S&P 500 having erased nearly all of its losses since the Iran conflict began. Brent crude slipped back below $100, easing inflation concerns and supporting bonds, with yields edging lower as markets reassess the policy outlook.

Gold and Bitcoin both moved higher, while the AI-driven tech rally regained momentum. The data front is quite light today, with US PPI later, so all eyes will be on future headlines amid this more positive sentiment.

• S&P 500 futures unchanged
• Nasdaq 100 futures +0.1%
• Euro Stoxx 50 futures +0.5%
• US 10-year yield −1 bp to 4.28%
• Bitcoin +1.4% to $74,251
• Gold +0.5% to $4,762
• WTI −1.8% to $97.28

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