Global House View and Investment Perspectives: July 2026

Euro-STOXX 600 ends at record high

It was a holiday shortened week for Wall Street but nevertheless the major indices managed to log gains. Following the previous week’s sell-off in tech names, Monday saw a rebound, also powered by corporate deal activity.

Large-cap tech pullback weighs on equity markets

US stocks had a mixed week with artificial intelligence valuations and inflation data in focus.

Equity markets receive boost from US-Iran deal

The week was marked by a de-escalation in geopolitical tensions as well as numerous central bank meetings.