Global Markets Highlights — Sep 4, 2026 | Aivina
September 4, 2026
Global equity markets generally moved higher, primarily fueled by strong technology sector performance and softer-than-expected US inflation data. However, central banks globally maintained a cautious stance on monetary policy, with the Federal Reserve projecting fewer rate cuts and the Bank of Japan signaling future tightening. Investor sentiment remains balanced, navigating economic resilience against persistent inflation concerns and geopolitical uncertainties.
Highlights
- Global equities experienced broad gains
- Technology sector drove market performance
- European markets displayed mixed trends
Macro Overview
Inflation
US CPI cooled more than expected. Eurozone inflation confirmed at 2.6%. UK inflation hit 2% target, but services remain high.
Interest Rate Outlook
Fed signaled one 2024 cut. ECB maintains data-dependent stance. BoJ eyes bond tapering. BoE held rates, August cut possible.
Risk Sentiment
neutral
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