US Stocks Post Best Quarter in Six Years as Global Markets Rally
매크로/금리 | Wed Jul 01 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 sources
Global equities rallied on US labor market stability and economic resilience, with currency and policy variables in focus.
Analysis
[US Equities] posted best quarterly performance in six years [1]
- Major indices achieved best quarterly results
- Labor market stability confirmed
- Investor sentiment improved on strong economic data
[Asian Equities] expected to extend gains after closing best quarter in 17 years [2]
- Semiconductor stocks led the rally
- US economic resilience supported optimism
- Corporate earnings expectations spread
[China Manufacturing] returned to growth in factory activity [3]
- Signal of recovery for the world's second-largest economy
- Discussions on policy
- technology
- and trends highlighted
[Brazilian Real] recorded worst monthly performance this year on dollar strength [4]
- Dollar rebound triggered carry trade unwinding
- Shift in rate expectations pressured the currency
- Emerging market currencies suffered collateral damage
[Japanese Yen] fell to 40-year low [5]
- Focus on Prime Minister Takaichi's long-term strategy
- US economic indicators and US-Iran peace talks as variables
- Increased volatility in global FX markets
[US Supreme Court and Fed] ruled Fed Governor Lisa Cook cannot be removed [6]
- 5-4 decision limited Trump's removal authority
- Removal of FTC commissioners permitted
- Market relief over central bank independence
Sources
- [1] US Labor Market Steady as Stocks Gain - Bloomberg Markets
- [2] Asian Stocks Set to Rise After Stellar Quarter: Markets Wrap - Bloomberg Markets
- [3] China’s Factory Activity Returns to Growth | The China Show 6/30/2026 - Bloomberg Markets
- [4] Brazil Real Becomes ‘Collateral Damage’ as Dollar Roars Back - Bloomberg Markets
- [5] 【今朝の5本】仕事を始める前に読んでおきたい厳選ニュース - Bloomberg Markets
- [6] SCOTUS decisions, Dow at 52,000, the retirement savings gap and more in Morning Squawk - CNBC World Markets