The altii Market Overview
Date: 2026-07-23
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Executive Summary
- Risk sentiment: neutral
- Equity momentum: mixed
- DACH versus global: broadly_in_line
- Rates backdrop: euro_yields_mixed
- FX backdrop: mixed
Market Comment
Equities look mixed, led by Hang Seng at +2.72% over five days, while Nasdaq Composite is the main laggard at -0.74%. Euro rates show euro yields mixed, with the 10-year AAA yield at 3.21% and a five-day move of +5.6 bp. The 10Y-2Y spread is 47.3 bp. FX is mixed, with EUR/USD at 1.1428 and a five-day move of -0.24%. Taken together, the setup points to neutral risk sentiment, while broadly in line keeps the regional signal from being one-sided.
Key Observations
- Hang Seng has the strongest 5-day move at 2.72%.
- Nasdaq Composite is the weakest 5-day performer at -0.74%.
- Hang Seng leads on a 1-month basis at 8.12%.
- DACH indicators average 1.01% over 5 days versus 0.27% for global equity indicators.
- Euro area AAA 10Y yield is 3.21%, moving 5.6 bp over 5 days.
- Euro area AAA 10Y-2Y spread is 47.3 bp.
- EUR/USD is 1.1428, moving -0.24% over 5 days.
- EUR/CHF has the strongest 5-day FX move at 0.31%.
Equity Markets
| Instrument | Value | 1D | 5D | 1M | YTD | As of |
|---|---|---|---|---|---|---|
| DAX | 25,155.41 EUR | +0.58% | +0.96% | +0.06% | +2.72% | 2026-07-22 |
| ATX | 6,528.16 EUR | +0.26% | +1.06% | -1.01% | +22.81% | 2026-07-22 |
| Euro Stoxx 50 | 6,317.19 EUR | +0.50% | +0.53% | +0.09% | +8.99% | 2026-07-22 |
| S&P 500 | 7,498.96 USD | -0.14% | -0.46% | +0.35% | +9.55% | 2026-07-22 |
| Nasdaq Composite | 25,690.90 USD | -0.57% | -0.74% | -1.82% | +10.54% | 2026-07-22 |
| Nikkei 225 | 66,539.95 JPY | +0.64% | -0.44% | -4.65% | +32.18% | 2026-07-23 |
| Hang Seng | 25,231.00 HKD | +1.36% | +2.72% | +8.12% | -1.56% | 2026-07-23 |
Euro Rates
| Instrument | Value | 1D | 5D | 1M | YTD | As of |
|---|---|---|---|---|---|---|
| Euro Area AAA 2Y Yield | 2.74% | +2.7 bp | +6.1 bp | +16.1 bp | +62.9 bp | 2026-07-21 |
| Euro Area AAA 5Y Yield | 2.88% | +4.3 bp | +6.2 bp | +18.3 bp | +44.0 bp | 2026-07-21 |
| Euro Area AAA 10Y Yield | 3.21% | +4.2 bp | +5.6 bp | +17.3 bp | +26.2 bp | 2026-07-21 |
| Euro Area AAA 30Y Yield | 3.66% | +2.5 bp | +3.2 bp | +13.2 bp | +17.7 bp | 2026-07-21 |
FX
| Instrument | Value | 1D | 5D | 1M | YTD | As of |
|---|---|---|---|---|---|---|
| EUR/USD | 1.1428 | +0.01% | -0.24% | -0.04% | -2.77% | 2026-07-23 |
| EUR/CHF | 0.9277 | +0.03% | +0.31% | +0.38% | -0.32% | 2026-07-23 |
| EUR/JPY | 186.2900 | +0.01% | +0.13% | +0.80% | +1.31% | 2026-07-23 |
| EUR/GBP | 0.8532 | +0.02% | +0.26% | -1.23% | -2.18% | 2026-07-23 |
Data Quality
No data collection errors were recorded.
Important Note / Wichtiger Hinweis:
EN: This report may have been generated using AI. It processes data from publicly available sources. The content is provided for informational purposes only.DE: Dieser Bericht kann mithilfe von KI erstellt worden sein. Dabei werden Daten aus öffentlich zugänglichen Quellen verarbeitet. Die Inhalte dienen ausschließlich Informationszwecken.
* DE: Die ergänzenden Inhalte können KI-generiert sein. EN: The additional content may be AI-generated.