Global Markets Highlights — Aug 5, 2026 | Aivina
August 5, 2026
Global financial markets are experiencing divergent trends, with US tech stocks continuing their rally to new highs, while European equities face downward pressure from French political uncertainty. Inflation data shows mixed signals globally, with the UK reaching its target, though major central banks maintain a cautious stance on future interest rate adjustments. The Japanese Yen's persistent weakness adds another layer of complexity to the currency markets.
Highlights
- US tech stocks surge; S&P 500 reaches new highs; AI sector leads gains.
- European equities decline; French political uncertainty weighs; bond spreads widen.
- Japanese Yen weakens further; nearing intervention levels; global currency markets watchful.
Macro Overview
Inflation
UK inflation hit 2.0% target; Eurozone remains elevated at 2.6%; US CPI cooled slightly to 3.3% year-on-year.
Interest Rate Outlook
Fed projects one 2024 cut; ECB's future path is uncertain; BOE may cut in August following target hit.
Risk Sentiment
neutral
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