Francisco Bruno Moreira Bras Gomes @BrunoBGomes: "🌎 Global Market Summary –..."

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🌎 Global Market Summary – June 2025 🇺🇸 U.S. Markets | Record Highs Despite Sticky Inflation The $SPX500 (+4.96%) and $NSDQ100 (+4.99%) rallied to all-time highs, driven by easing Middle East tensions, dovish Federal Reserve commentary, and confirmation of a U.S.–China trade deal. Inflation nudged higher, with core PCE hitting 2.7% YoY. Economic indicators were mixed: strong durable goods orders, but declining personal spending and income. Treasury yields fell as expectations for rate cuts rose, sending $UST10Y prices higher. 🇪🇺 Europe | Ceasefire Optimism and Stimulus Hopes The $EUSTX50 climbed as hopes grew for German stimulus and NATO spending. The DAX (+2.92%) led gains, followed by France’s CAC 40 and Italy’s FTSE MIB. Growth remained muted (Eurozone PMI 50.2), while inflation picked up in France and Spain. Consumer and business confidence softened. In the UK, BoE Governor Bailey flagged a gradual rate cut path as economic slack widens, impacting the $UK100 (+0.28%). 🇯🇵 Japan | Stocks Jump, Inflation Above Target Japanese equities rallied: $JPN225 rose 4.55% as tech stocks outperformed and global risk appetite improved. Inflation in Tokyo eased to 3.1% but remained above the BoJ’s 2% target, keeping rate hike discussions alive. The BoJ held its cautious stance, though internal debate emerged on the pace of JGB tapering. 🇨🇳 China | Trade Deal Pushes Markets Higher Chinese indices climbed after the U.S.–China trade accord was confirmed. The $CHINA50 and $HKG50 rose on optimism despite lingering concerns over weak domestic demand. The PBoC maintained a “moderately loose” stance to support growth amid deflationary pressures. Happy Investing!

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SPX500

NSDQ100

EUSTX50

UK100

JPN225

CHINA50

HKG50

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