Peakfolio Team
Jul 28, 2025
Between July 21 and July 28, markets climbed further as encouraging inflation data bolstered expectations for a softer Federal Reserve stance later this year.
The rally broadened beyond technology, with consumer staples, industrials, and financials all seeing renewed interest. The latest CPI report showed price pressures continuing to ease, sparking a wave of buying across major indices. The S&P 500 notched another weekly gain, while bond yields slipped as investors positioned for potential policy easing by the fall. Trading volume remained moderate, but sentiment clearly leaned optimistic as summer momentum carried through.
Analysts noted that while valuations have become stretched, the improving inflation trend offers a supportive backdrop for equities. With earnings season still underway, investors are watching whether strong consumer demand and stable margins can sustain this rally into August — a month historically marked by thinner liquidity and quick shifts in sentiment.