Global Markets
Global Markets Highlights — Jul 26, 2026 | Aivina
July 26, 2026
Global financial markets presented a mixed yet overall positive picture, primarily propelled by the strong performance of the US tech sector, particularly following Nvidia's robust earnings. While the ECB indicated a likely June rate cut, persistent inflation concerns, especially in the Eurozone, tempered broader optimism, guiding a cautiously bullish investor sentiment.
Highlights
- US tech stocks surged higher; AI optimism fueled market gains; Nvidia earnings report boosted sentiment.
- European indices saw varied performance; Inflation data surprised to upside; Rate cut expectations slightly shifted.
- Asian markets showed resilience; Japanese equities reached new highs; Chinese stocks faced ongoing pressures.
Macro Overview
Inflation
Eurozone inflation unexpectedly rose to 2.6%; US PCE cooled slightly; UK inflation remained sticky.
Interest Rate Outlook
ECB strongly signaled a June rate cut; Fed remained patient, data-dependent; BoE watched inflation closely.
Risk Sentiment
bullish
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