Neil Sethi

• Analyst Neil Sethi provides an economic outlook for the week of August 23, 2026, focusing on US equities, Fed policy, and market valuations. • European economists forecast year-over-year HICP inflation rates of 2.85% for France and 4.42% for Spain. • Additional regional data releases include Germany's August Ifo survey, consumer-confidence metrics for France, Italy, and Germany, and Q2 GDP reports for Norway and Sweden.

• Global markets are preparing for the U.S. equities cash opening on August 14, 2026, amid a roundup of international financial updates. • Major European indices are trading mostly flat, though Germany's DAX is outperforming with a 0.8% gain driven by strength in SAP and Rheinmetall. • Other regional benchmarks remain stagnant or slightly positive, including the FTSE 100 (unchanged), CAC 40 (+0.1%), FTSE MIB (unchanged), and IBEX 35 (+0.2%).

• Global markets are preparing for the US equities cash opening on July 31, 2026, amid a roundup of corporate and international financial updates. • Major European indices are trending higher to close the week, with gains including Germany's DAX (+0.4%), France's CAC 40 (+0.5%), and Italy's FTSE MIB (+0.6%). • Other regional markets showing positive momentum include the U.K.'s FTSE 100 (+0.1%) and Spain's IBEX 35 (+0.3%).

• Global markets are monitoring financial updates ahead of the U.S. equities cash opening on July 28, 2026. • Economic data shows a reading at its highest level since March, slightly exceeding the median estimate from a Bloomberg survey of economists, though it remains below the long-term average of 100. • Insee reports a decline in the proportion of households viewing prices as having risen over the last year, alongside a sharp drop in inflation acceleration expectations.