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Global equity markets finished the first full week of 2026 on the front foot, posting strong gains. Performance was driven by aerospace and defence stocks amid expectations for greater US defence spending.
As 2025 ends, it’s clear that patience and discipline paid off. Despite unsettling headlines and economic concerns, markets showed unexpected resilience.
News at the beginning of the week was dominated by more US economic data, while the latter half delivered interest rate decisions from three of the world’s largest economies.