Global Markets Highlights — Jul 12, 2026 | Aivina
July 12, 2026
Global financial markets exhibited mixed performance, with US tech leading major indices to record highs amid AI optimism. Concurrently, global bond yields declined as investors anticipated future rate cuts. European markets showed divergence, influenced by emerging political uncertainties. Central banks are navigating persistent inflation, with the ECB having initiated a cautious rate cut, while others maintain a watchful stance on policy adjustments.
Highlights
- US tech stocks surge; indices reach new peaks.
- Global bond yields decline; rate cut hopes grow.
- European markets diverge; political jitters emerge.
Macro Overview
Inflation
Eurozone inflation confirmed higher; US CPI awaited this week, global stickiness persists.
Interest Rate Outlook
ECB cut rates cautiously; Fed, BoE expected to hold, future cuts uncertain.
Risk Sentiment
neutral
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