Global Markets

Global Markets Highlights — Jul 28, 2026 | Aivina

July 28, 2026

Global financial markets experienced broad gains, with US tech stocks leading the rally to new highs. Central banks offered mixed signals: the ECB initiated a rate cut, while the Fed projected fewer cuts this year. Inflation data varied across regions, contributing to a generally bullish risk sentiment.

Highlights

Macro Overview

Inflation

US CPI cooled, Eurozone inflation rose slightly. China's inflation remains subdued.

Interest Rate Outlook

ECB cut rates; Fed signaled fewer cuts; BoJ held steady.

Risk Sentiment

bullish

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