global markets opened the month with a risk-on tone driven by hopes of de-escalation in the Middle East after U.S. President Trump indicated a pause on further strikes against Iran and potential talks to reopen the Strait of Hormuz. This triggered sharp declines in oil prices (Brent down ~4.7–7%), easing inflation concerns and supporting equity gains, particularly in the U.S. where the Dow hit a record close. Bond yields slipped, gold and silver were mixed-to-higher, and crypto was relatively stable. Regional performance was mixed: strong U.S. and European advances (tech and broader risk assets), declines in parts of Asia (notably South Korea’s KOSPI after a prior surge, Japan on yen strength from joint U.S.-Japan intervention), gains in India and Taiwan, and varied results in Latin America and other emerging markets.
Global Stocks
- Broad risk-on sentiment with U.S. leadership; Asia mixed to lower; Europe mostly higher.
Global Bonds
- Yields declined as oil drop reduced inflation fears. U.S. 10-year Treasury yield around 4.67–4.69% (down ~7 bps from recent levels); European yields (e.g., German 10-year ~3.15%) also eased modestly.
Global Oil
- Sharp decline on diplomatic hopes. Brent crude closed ~$83.77 (down ~4.7%); WTI ~$79–80 range (down ~5–6%).
Global Gold
- Mixed/slightly higher, supported by lower yields and geopolitical residual risk but capped by risk-on flows. Spot/Comex around $4,050–4,125 (modest gains of ~0–1% intraday; some reports near $4,093).
Global Silver
- Outperformed gold modestly. Around $57.50–58.70 (gains of ~0–1.5%).
Global Crypto
- Relatively stable/slightly mixed. Bitcoin ~$62,700–63,800 (flat to +0.5%); Ethereum ~$1,850–1,870 (mild pressure).
Major Indices (Close / Approximate Change; Open where available)
North America
- DJIA: Open ~52,759; Close 53,178.41 (+693.38 / +1.3%; record)
- S&P 500: Close 7,600.50 (+110.78 / +1.5%; near record)
- NASDAQ Composite: Close 25,913.90 (+540 / +2.1%)
- Russell 2000: Close 2,981.91 (+50.57 / +1.7%)
- NYSE Composite: Positive session (specific close not widely detailed; aligned with broad U.S. gains)
- S&P/TSX Composite (Canada): Mixed/lower in available data (~35,226 range earlier references)
- S&P/BMV IPC (Mexico): ~66,900–66,935 range (mild decline ~0.5–0.6% in some reports)
Europe
- DAX: Close ~26,001 (+372 / +1.45%)
- FTSE 100: Close 10,857.70 (–10.35 / –0.10%)
- CAC 40: Close ~8,614 (+104 / +1.2%)
- EURO STOXX 50: Close ~6,430 (+~70–73 / +1.1%)
- AEX: ~1,102 (+~3 / +0.3%)
- IBEX 35: ~19,983 (+~200 / +1%)
- FTSE MIB: Close 52,871.72 (+699 / +1.34%)
- SMI: Mild gains (~0.2% range)
- BEL 20: Mild decline (~–0.3%)
- ATX: Higher (~+2% range in reports)
- OMXS30: ~3,274 (+~28 / +0.85%)
- OMXC25: Mild decline
- WIG20: Not strongly detailed; European risk-on tone
- MOEX Russia Index: ~2,262–2,246 (+1–1.6%)
Asia-Pacific
- Nikkei 225: Close 63,754.90 (–607 / –0.94%)
- Shanghai Composite: Close 3,809.66 (–22.6 / –0.59%)
- Hang Seng Index: Close 26,009.40 (+125 / +0.48%)
- SZSE Component: Close 13,448.29 (–0.96%)
- China A50: Lower (~–1% range)
- Taiwan Weighted Index: Close 43,386.41 (+267 / +0.62%)
- KOSPI: Close 6,257.45 (–338 / –5.12%; post-surge pullback)
- NIFTY 50: Close 24,774.30 (+391 / +1.60%)
- S&P BSE Sensex: Close ~78,639 (+544 / +0.7%)
- S&P/ASX 200: ~9,019 (+0.5%)
- All Ordinaries: ~9,178 (+0.45%)
- NZX 50: ~13,775 (+0.55%)
- SET Index: Limited detail; regional mixed
- JKSE (Indonesia): Close 6,234.50 (–0.03%)
- FTSE Bursa Malaysia KLCI: Mild positive/flat in regional context
Middle East / Other Emerging
- Tadawul All Share Index: Session summary released; oil-sensitive, mixed amid crude decline
- TA-35: Limited specific close; regional cautious
- BIST 100: ~13,411 (mild decline)
Latin America
- Bovespa / Ibovespa: ~177,000–178,000 range (mild decline ~0.4% in some reports)
- S&P Merval: Decline ~0.5% range
- S&P IPSA: Mild decline ~0.3%
Data compiled from market closes and reports as of August 3, 2026 sessions. Some secondary indices have limited precise open/close figures in available sources; figures reflect reported closes and approximate changes. Markets remain sensitive to further Middle East developments, U.S. economic data, and earnings.
