Global Markets

Global Markets Highlights — Aug 8, 2026 | Aivina

August 8, 2026

Global financial markets saw a bullish trend, led by US equities reaching new highs, particularly in the tech sector. European stocks also advanced, supported by positive earnings and firming ECB rate cut expectations. While bond yields showed some volatility, overall risk sentiment remains positive, though inflation and central bank stances present ongoing watch points.

Highlights

Macro Overview

Inflation

US CPI moderated; Eurozone inflation remained sticky; global disinflation path uneven.

Interest Rate Outlook

Fed signals patience on cuts; ECB hints at June reduction; BoE remains cautious.

Risk Sentiment

bullish

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