July 2025

Summary

Global markets saw a strong rebound in June as investor sentiment improved thanks to easing trade tensions and solid corporate earnings. U.S. equity markets led the way, with the S&P 500 advancing by approximately 5%, ending the month at record highs. The tech-heavy Nasdaq Composite outpaced broader markets, gaining 6.6%, supported by strong momentum in large-cap tech and AI-focused companies.

In Europe, after delivering a strong performance in the previous month, the key indices remained flat. The UK’s FTSE 100 followed a similar path. In Asia, Japan’s Nikkei 225 rose by 6.64%, benefiting from a declining dollar and improved global risk appetite..

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