Markets advanced this week as inflation pressures eased and geopolitical tensions softened, while artificial intelligence continued to drive equity performance.

Softer-than-expected inflation data, improving sentiment around the Middle East and strong momentum in AI infrastructure helped support risk assets. At the same time, revised GDP figures pointed to slower economic growth, highlighting the delicate balance between moderating inflation and a still-resilient economy.

Artificial intelligence remained a key market theme, with companies exposed to AI infrastructure delivering some of the strongest performances of the week and reinforcing confidence in continued technology investment.