Global Markets Highlights — Jul 7, 2026 | Aivina
July 7, 2026
Global financial markets exhibited a bullish sentiment over the past three days, largely propelled by cooling inflation data from the US and Eurozone which intensified expectations for interest rate cuts. This optimism led to a broad rally in equities, with the US technology sector reaching new record highs. Bond yields softened globally as investors priced in higher probabilities of monetary easing by major central banks.
Highlights
- Global equity markets rallied; driven by cooling inflation; pushing major indices higher.
- US tech sector soared; setting new record highs; on strong earnings and AI optimism.
- Bond yields softened globally; reflecting increased rate cut bets; as economic data cooled.
Macro Overview
Inflation
US/Eurozone inflation cooled, boosting disinflation hopes. UK inflation rose slightly; Japan's remained elevated.
Interest Rate Outlook
Fed cut expectations increased. ECB poised for June cut; BoE remains data-dependent.
Risk Sentiment
bullish
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