Faster US growth and expensive oil keep interest-rate pressure alive
US business activity rose to 56.0 and the 10-year Treasury yield reached 4.74%, while oil supply risk keeps financing costs in focus.
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Market Reviews
Daily, weekly, 30-day, quarterly and annual market reviews. Previous editions retain their original information dates.
Showing 10–18 of 18 publications
Eurozone activity strengthens as price pressure eases
Eurozone business activity rose to 52.1 and manufacturing PMI to 52.8, signalling firmer growth as price pressures ease.
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Three Fed Voters Wanted Higher Rates as German Prices Rose
Three Fed voters backed a rate rise, German producer prices rose 3.0%, and the US Treasury will increase long-bond buyback limits.
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Technology sell-off spread to Asia as oil rose again
The Nasdaq fell 1.3%, South Korean shares lost 5.80% and European inflation reached 2.9% as energy complicated rate cuts.
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Oil moved above $90 as inflation fears weighed on stocks
Brent crude rose 2.7% to $90.87, US stocks fell 0.5%, and BHP's copper earnings surged as markets weighed inflation against weaker demand.
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Oil risk persisted as US and Chinese demand weakened
Oil supply risk persisted, US retail sales fell 0.6% and Chinese investment dropped 6.7%, sharpening the conflict between growth and inflation.
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US price pressure eased, stocks hit a record and chip-equipment demand grew
US producer prices were flat in July, the S&P 500 rose 0.7% and Applied Materials revenue grew 25%, while the 30-year yield stayed at 5.21%.
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Hormuz oil shock, US inflation and Cisco AI orders
Hormuz disruption cuts oil supply, US core inflation eased to 2.5%, and Cisco AI infrastructure orders reached $9.3 billion.
Read moreTechnology Turns Red, but the Market Does Not Look Equally Bad | Market Insights 2026-06-29
There was plenty of market noise this week, but the main message is clear: the equity market is not simply rising or falling. Leadership is changing beneath the surface.
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