The altii Market Overview
Date: 2026-07-24
Listen to the summary
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 +1.48% over five days, while Nasdaq Composite is the main laggard at -1.50%. Euro rates show euro yields mixed, with the 10-year AAA yield at 3.20% and a five-day move of +2.7 bp. The 10Y-2Y spread is 44.2 bp. FX is mixed, with EUR/USD at 1.1416 and a five-day move of -0.23%. 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 1.48%.
- Nasdaq Composite is the weakest 5-day performer at -1.50%.
- Hang Seng leads on a 1-month basis at 6.27%.
- DACH indicators average 0.60% over 5 days versus -0.75% for global equity indicators.
- Euro area AAA 10Y yield is 3.20%, moving 2.7 bp over 5 days.
- Euro area AAA 10Y-2Y spread is 44.2 bp.
- EUR/USD is 1.1416, moving -0.23% over 5 days.
- EUR/CHF has the strongest 5-day FX move at 0.52%.
Equity Markets
| Instrument | Value | 1D | 5D | 1M | YTD | As of |
|---|---|---|---|---|---|---|
| DAX | 24,763.12 EUR | -1.56% | -0.27% | -0.52% | +1.11% | 2026-07-23 |
| ATX | 6,459.21 EUR | -1.06% | +1.48% | -1.32% | +21.51% | 2026-07-23 |
| Euro Stoxx 50 | 6,210.17 EUR | -1.69% | -0.33% | -0.33% | +7.14% | 2026-07-23 |
| S&P 500 | 7,408.30 USD | -1.21% | -0.66% | +0.58% | +8.22% | 2026-07-23 |
| Nasdaq Composite | 25,137.69 USD | -2.15% | -1.50% | -1.76% | +8.16% | 2026-07-23 |
| Nikkei 225 | 64,278.33 JPY | -3.23% | +0.21% | -7.08% | +27.69% | 2026-07-24 |
| Hang Seng | 24,880.00 HKD | -1.31% | -1.05% | +6.27% | -2.93% | 2026-07-24 |
Euro Rates
| Instrument | Value | 1D | 5D | 1M | YTD | As of |
|---|---|---|---|---|---|---|
| Euro Area AAA 2Y Yield | 2.76% | +2.4 bp | +6.3 bp | +21.7 bp | +65.3 bp | 2026-07-22 |
| Euro Area AAA 5Y Yield | 2.89% | +1.3 bp | +5.3 bp | +23.5 bp | +45.3 bp | 2026-07-22 |
| Euro Area AAA 10Y Yield | 3.20% | -0.6 bp | +2.7 bp | +19.5 bp | +25.6 bp | 2026-07-22 |
| Euro Area AAA 30Y Yield | 3.65% | -0.8 bp | -0.2 bp | +13.4 bp | +16.9 bp | 2026-07-22 |
FX
| Instrument | Value | 1D | 5D | 1M | YTD | As of |
|---|---|---|---|---|---|---|
| EUR/USD | 1.1416 | -0.02% | -0.23% | +0.33% | -2.87% | 2026-07-24 |
| EUR/CHF | 0.9292 | +0.02% | +0.52% | +0.76% | -0.16% | 2026-07-24 |
| EUR/JPY | 186.4500 | +0.01% | +0.30% | +1.34% | +1.39% | 2026-07-24 |
| EUR/GBP | 0.8537 | +0.01% | +0.42% | -0.97% | -2.12% | 2026-07-24 |
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.