Global Markets Highlights — Jul 24, 2026 | Aivina
July 24, 2026
Global financial markets exhibited a bullish sentiment, with US equities and European stocks reaching new highs, primarily fueled by the robust tech sector. Central bank actions diverged as the ECB cut rates, while the Fed adopted a more hawkish stance, projecting fewer cuts. Inflation data showed cooling in the US and UK hitting its target, but a slight uptick in the Eurozone.
Highlights
- US equities reached new record highs
- European stocks achieved broad-based gains
- Tech sector led global market strength
Macro Overview
Inflation
US inflation cooled more than anticipated. Eurozone inflation saw a slight increase, while UK inflation met its 2% target.
Interest Rate Outlook
ECB cut rates; Fed projected fewer cuts; BOJ held steady. Divergent central bank paths indicate ongoing uncertainty.
Risk Sentiment
bullish
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