US Markets

US Markets Highlights — Aug 5, 2026 | Aivina

August 5, 2026

US equity markets experienced mixed performance over the past three days, with the tech sector showing particular volatility. The release of FOMC minutes revealed a more hawkish stance among some Federal Reserve members, indicating a willingness to potentially raise rates if inflation risks re-emerge. While recent April CPI data showed a slight easing, the Fed's cautious 'higher for longer' outlook, reinforced by the latest minutes, continues to shape market sentiment.

Highlights

Macro Overview

Inflation

April CPI showed slight easing to 3.4% annually, yet remains stubbornly above the Fed's 2% target.

Interest Rate Outlook

FOMC minutes indicated willingness among some members to hike rates if inflation persists, reinforcing 'higher for longer'.

Risk Sentiment

neutral

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