Global Markets Highlights — Jun 26, 2026 | Aivina
June 26, 2026
Global financial markets advanced, primarily driven by a robust US equity rally, especially in technology, pushing major indices to new highs. Bond markets saw stabilization in yields as central banks exhibited divergent paths, with the Fed signaling fewer cuts while the BoE moved closer to easing. Inflation continues to cool globally, supporting a generally bullish risk sentiment despite ongoing geopolitical and political uncertainties in Europe.
Highlights
- Global equities advanced; US tech-led rally; new market highs.
- Major bond yields stabilized; central bank divergence observed; rate cut expectations adjusted.
- US Dollar strengthened; Euro faced political pressure; Yen remained weak.
Macro Overview
Inflation
Global inflation continues to moderate with key US and UK data showing cooling, though Eurozone services inflation remains persistent.
Interest Rate Outlook
Fed projects one 2024 cut; ECB cut but cautious; BoE eyed for cuts. Central banks exhibit divergent, slow easing paths.
Risk Sentiment
bullish
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