Global Markets

Global Markets Highlights — Aug 29, 2026 | Aivina

August 29, 2026

Global financial markets have seen varied performance, largely influenced by inflation data and central bank policy signals. Higher-than-expected US inflation tempered investor optimism, pushing back expectations for Federal Reserve rate cuts. Conversely, the European Central Bank's signal of a potential June rate cut provided some support to European markets. Geopolitical developments also contributed to volatility in oil prices, reflecting ongoing global uncertainties.

Highlights

Macro Overview

Inflation

Global inflation moderates unevenly. US CPI surprised higher, while Eurozone inflation eases but remains above target.

Interest Rate Outlook

Fed likely to delay cuts; ECB signals potential June cut; BoE remains data-dependent.

Risk Sentiment

neutral

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