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High Frequency Monitor: Revisions, Rates, Rally-20260819
野村证券· 2026-08-19 16:32
Accessible version High Frequency Monitor Revisions, Rates, Rally Global equities rally on rate expectations and earnings Last week, global equities gained +0.7% as the softer US inflation eased concerns over near-term Fed tightening, while resilient AI-related earnings offset the negative impact of higher oil prices. Last week, the best performing regions were Japan (+2.6%) and Asia Pac ex-Japan (+2.6%), and Emerging Markets (+2.6%), while Europe (0.0%) and the US (+0.4%) lagged. Among global sectors, Ener ...