Global markets on split sharply along sector and regional lines. A severe semiconductor/AI sell-off—triggered by Chinese competition fears (CXMT’s debut surge and reports of domestic DUV lithography progress)—drove steep losses across Asia, with South Korea’s KOSPI collapsing more than 10% and Japan’s Nikkei falling nearly 4%. US and European equities were mixed to higher outside technology, lifted by strong earnings (Coca-Cola, Boeing) and a continued retreat in oil prices after a pause in US-Iran hostilities. Treasury yields eased, supporting broader participation in consumer and financial shares, while gold, silver, and crypto declined modestly ahead of the Federal Reserve’s rate decision.
Global Stocks
- US markets closed mixed: gains in industrials and consumer staples offset chip weakness.
- Europe mostly higher, shrugging off the Asian tech rout due to lower oil and limited semiconductor exposure.
- Asia deeply mixed-to-lower, led by heavy semiconductor losses in Korea, Japan, and mainland China; Hong Kong held relatively steady.
Global Bonds
- US Treasury yields declined (10-year near 4.65%), helped by falling oil prices and reduced inflation concerns; other major developed-market yields also eased.
Global Oil
- Crude continued to retreat on de-escalation signals between the US and Iran.
- WTI around $79–$82; Brent toward $82–$85 (sharp multi-day declines from recent highs above $100).
Global Gold
- Softened to roughly $4,028–$4,048/oz amid lower geopolitical risk premium and profit-taking.
Global Silver
- Declined more sharply to about $57.35/oz.
Global Crypto
- Bitcoin traded near $63,300–$63,700; Ethereum around $1,880–$1,910 (both down 2–4% ahead of the Fed).
North America
- DJIA: 52,747.32 (+1.03% / +537 pts)
- S&P 500: 7,428.78 (+0.21% / +15.6 pts)
- NASDAQ Composite: 24,876.91 (−0.22% / −55 pts)
- Russell 2000: 2,953.80 (+0.2%)
- S&P/TSX Composite: ≈35,749.70 (up >150 pts)
- S&P/BMV IPC: Limited specific close data; regional tone mixed with US.
Europe
- DAX: ≈25,464 (+0.41%)
- FTSE 100: 10,871.02 (+0.83%)
- CAC 40: 8,458.78 (+0.63%)
- EURO STOXX 50 / STOXX 600: Modest gains
- AEX: Higher
- IBEX 35: Slightly mixed/higher
- FTSE MIB: ≈−0.7% (dragged by energy/tech names)
- SMI, BEL 20, ATX, OMXS30, OMXC25, WIG20: Mostly higher or little changed
- MOEX Russia Index: Limited fresh data; prior sessions firmer.
Asia-Pacific
- Nikkei 225: 62,364.92 (−3.95%)
- Shanghai Composite: 3,813.31 (−1.16%)
- Hang Seng Index: 25,310.85 (+0.41%)
- SZSE Component: Sharply lower (≈−4.5%)
- China A50: Lower
- Taiwan Weighted Index: ≈−4.65%
- KOSPI: 6,023.66 (−10.84%)
- NIFTY 50: 23,985.35 (−0.04%)
- S&P BSE Sensex: 76,765.92 (−0.09%)
- S&P/ASX 200: ≈8,947.8 (+0.60%)
- All Ordinaries: Higher
- NZX 50: Modestly higher
- SET Index, JKSE, FTSE Bursa Malaysia KLCI: Mostly lower to mixed.
Middle East & Other
- Tadawul All Share Index, TA-35, BIST 100: Limited precise closes; regional tone cautious amid oil volatility.
Latin America
- Bovespa / Ibovespa, S&P Merval, S&P IPSA: Limited specific July 28 closes available; tracked broader risk sentiment with mixed results.
Data reflects reported closing levels and contemporaneous market summaries for July 28, 2026 (or nearest available session closes where exact figures varied slightly across sources). Markets remained focused on the Fed decision, ongoing tech earnings, and Middle East diplomacy.
