Global Markets Highlights — Jul 6, 2026 | Aivina
July 6, 2026
Global financial markets experienced a bullish week, propelled by strong US technology sector performance and fresh record highs for the S&P 500. Bond yields saw a general decline following softer US inflation data, reinforcing expectations for eventual global rate cuts, despite the Federal Reserve projecting fewer reductions this year. Investor sentiment remains largely positive, balancing economic resilience with easing price pressures.
Highlights
- US tech stocks drove global equity gains; S&P 500 reached new highs; European markets showed mixed performance.
- Bond yields globally declined; US Treasuries fell on dovish Fed hopes; ECB cut rates.
- Global inflation showed signs of easing; US CPI was flat; core inflation cooled slightly.
Macro Overview
Inflation
US CPI was flat, core eased slightly. Eurozone inflation remains sticky. China faces deflation.
Interest Rate Outlook
ECB cut rates, future path uncertain. Fed held, fewer 2024 cuts projected despite softer inflation.
Risk Sentiment
bullish
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