Global Markets Highlights — Jun 29, 2026 | Aivina
June 29, 2026
Global financial markets exhibited mixed movements recently. A robust rally in US tech stocks propelled major indices higher, while European markets remained cautious ahead of the ECB's rate decision. Asian markets showed divergence, with Japan's Nikkei gaining amidst ongoing concerns in China's property sector. Macro conditions indicate persistent but uneven disinflation globally, with central banks signaling divergent interest rate paths.
Highlights
- US tech rally: Drove market optimism; boosting major indices.
- European cautious stance: Ahead of ECB decision; economic data mixed.
- Asian markets mixed: Japan's Nikkei climbed; China property worries.
Macro Overview
Inflation
US CPI slightly above forecasts; Eurozone inflation gradually easing. Global disinflationary trend continues, but uneven across regions.
Interest Rate Outlook
Fed signals fewer cuts this year; ECB and BoE likely to ease later. Divergent global central bank paths emerging.
Risk Sentiment
neutral
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