Global equities opened the week on a firmer footing as investors weighed the latest inflation prints against guidance from central banks. The tone in fixed income remained cautious, with front-end yields edging higher ahead of the week's data calendar.
In corporate news, the technology sector led gains, supported by continued strength in enterprise software and a rebound in semiconductor demand. Energy and materials lagged as commodity prices consolidated near recent ranges.
Our analysts will publish the full monthly outlook on Friday, covering positioning, key levels, and the events most likely to move markets over the coming month.