The altii Market Overview 2026-07-27

ReportsThe altii Market Overview 2026-07-27

The altii Market Overview

Date: 2026-07-27

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Executive Summary

  • Risk sentiment: neutral
  • Equity momentum: mixed
  • DACH versus global: dach_outperforming
  • Rates backdrop: euro_yields_mixed
  • FX backdrop: mixed

Market Comment

Equities look mixed, led by ATX at +0.92% over five days, while Nikkei 225 is the main laggard at -2.52%. Euro rates show euro yields mixed, with the 10-year AAA yield at 3.22% and a five-day move of +7.3 bp. The 10Y-2Y spread is 42.4 bp. FX is mixed, with EUR/USD at 1.1401 and a five-day move of -0.13%. Taken together, the setup points to neutral risk sentiment, while dach outperforming keeps the regional signal from being one-sided.

Key Observations

  • ATX has the strongest 5-day move at 0.92%.
  • Nikkei 225 is the weakest 5-day performer at -2.52%.
  • Hang Seng leads on a 1-month basis at 10.96%.
  • DACH indicators average 0.33% over 5 days versus -1.23% for global equity indicators.
  • Euro area AAA 10Y yield is 3.22%, moving 7.3 bp over 5 days.
  • Euro area AAA 10Y-2Y spread is 42.4 bp.
  • EUR/USD is 1.1401, moving -0.13% over 5 days.
  • EUR/JPY has the strongest 5-day FX move at 0.13%.

Equity Markets

InstrumentValue1D5D1MYTDAs of
DAX24,763.12 EUR-1.56%-0.27%-0.52%+1.11%2026-07-23
ATX6,455.88 EUR-0.05%+0.92%-0.10%+21.45%2026-07-24
Euro Stoxx 506,280.94 EUR+1.14%+0.86%+1.07%+8.36%2026-07-24
S&P 5007,411.98 USD+0.05%-0.42%+0.73%+8.28%2026-07-24
Nasdaq Composite24,975.82 USD-0.64%-2.09%-1.97%+7.46%2026-07-24
Nikkei 22564,565.66 JPY-0.07%-2.52%-6.91%+28.26%2026-07-27
Hang Seng25,157.00 HKD+0.78%+0.10%+10.96%-1.85%2026-07-27

Euro Rates

InstrumentValue1D5D1MYTDAs of
Euro Area AAA 2Y Yield2.80%+3.9 bp+10.3 bp+29.7 bp+69.2 bp2026-07-23
Euro Area AAA 5Y Yield2.93%+3.6 bp+9.9 bp+30.4 bp+48.9 bp2026-07-23
Euro Area AAA 10Y Yield3.22%+2.1 bp+7.3 bp+25.4 bp+27.7 bp2026-07-23
Euro Area AAA 30Y Yield3.65%+0.4 bp+5.0 bp+16.6 bp+17.3 bp2026-07-23

FX

InstrumentValue1D5D1MYTDAs of
EUR/USD1.1401+0.01%-0.13%+0.04%-2.99%2026-07-27
EUR/CHF0.9301+0.00%+0.10%+0.83%-0.07%2026-07-27
EUR/JPY186.6900+0.02%+0.13%+1.26%+1.52%2026-07-27
EUR/GBP0.8546+0.01%+0.12%-0.93%-2.01%2026-07-27

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.