U.S. equities just logged their strongest week of the year, with the S&P 500 rising over 3% as sentiment improved after a period of turbulence. Easing geopolitical tensions and a sharp drop in oil prices helped calm inflation fears and lifted confidence. A midweek surge powered the rebound, with investors rotating back into equities — especially growth-oriented sectors — as global risks appeared to stabilize.

Technology stocks led the advance, highlighting renewed appetite for growth themes like artificial intelligence. However, the backdrop remains fluid. While an earlier ceasefire between the United States and Iran supported markets, the breakdown of peace talks without a resolution has reintroduced the risk of volatility. Even…