US Markets
US Markets Highlights — Jul 25, 2026 | Aivina
July 25, 2026
US equity markets experienced mixed reactions, with tech leading some gains despite conflicting inflation data. April CPI showed slight cooling, but April PPI surprised higher, indicating persistent price pressures. Fed officials reiterated a cautious, data-dependent stance, dampening near-term rate cut expectations.
Highlights
- Equity markets showed resilience; S&P 500 posted gains; NASDAQ led by tech rebound.
- Inflation data presented mixed signals; April CPI cooled slightly; April PPI surprised higher.
- Fed officials maintained cautious stance; Emphasized data dependence; Rate cut expectations waned.
Macro Overview
Inflation
April CPI eased to 3.4% YoY, core CPI at 3.6% YoY; April PPI rose 0.5% MoM, hotter than expected.
Interest Rate Outlook
Fed officials signaled patience, requiring more disinflationary evidence; Rate cuts not imminent.
Risk Sentiment
neutral
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