Natixis
July 1, 2026
No Room For Complacency
Daily UpdateCommoditiesEquitiesFXEnergyInformation Technology
This report outlines current global market conditions as of July 1, 2026, highlighting central bank policy divergence, the record performance of equities, and significant sector-specific news in real estate and energy.
Key Takeaways
- 1.Global markets are balancing between potential Fed tightening and steady ECB policy as economic data, such as US JOLTS and Eurozone CPI, drive volatility.
- 2.The JPY hit a 40-year low against the dollar, driven by the persistent interest rate gap, despite ongoing monitoring by Japanese authorities.
- 3.Equities in Europe and the US are closing a strong quarter, with tech stocks leading performance while defensives lagged.
Table of Contents
- Market Lines
- Rates
- FX
- Equities
- Highlights
- Day Ahead
- Market Recap
- Industry News
- Real Estate
- Tech & data
- Energy transition
- Transportation & Mobility
- Research Highlights
- Research Latest Forecasts
- Research Events
- Coming soon
- Replays
- Follow us
- Disclaimers
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Authors
Author(s)
Securities
STOXX 600S&P 500DLR
Themes
Carry Trade DynamicsCentral Bank Policy DivergenceQuarter-End Market Rotation
Regions
EuropeAsia PacificUnited StatesFranceJapan