Global Markets
Global Markets Highlights — Oct 23, 2026 | Aivina
October 23, 2026
Global stock markets rallied to record highs following softer US inflation readings and aggressive Chinese real estate stimulus. Easing Treasury yields spurred broad risk-on sentiment across equities and commodities. Major central banks remain poised to begin easing monetary policy in the coming months.
Highlights
- Dow Jones crosses 40,000 milestone
- US CPI cools to 3.4% annually
- China unveils historic property support package
Macro Overview
Inflation
US April CPI eased to 3.4% year-over-year, relieving market pressure and signaling moderating price growth.
Interest Rate Outlook
Markets expect an ECB cut in June and price in two Fed rate cuts starting in September.
Risk Sentiment
bullish
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