August 1, 2025 07:46 PM GMT Global In the Flow July Recap Performance – Dollar and risk assets rise US equities showed strength, with the S&P 500 rising 2.3%. Technology (+5.1%) led global equity sectors, while consumer staples (-3.5%) and healthcare (-3.7%) lagged. DM rates mostly sold-off, but credit spreads saw tightening across US and European indices. The dollar outperformed G10 currencies, with the DXY rising 3.3%. Brent rallied by 8.1%. Technicals – DM HY and IG gross issuance falls YoY; record forei ...