Hotter U.S. inflation, falling Treasury yields, and renewed pressure on AI-related stocks shaped a volatile week across global markets.

U.S. inflation data reinforced expectations of a cautious Federal Reserve, while a sell-off in technology shares increased demand for Treasuries, pushing yields lower despite persistent inflation concerns.

Investors turned their attention to the financing of AI infrastructure, putting pressure on semiconductor stocks even as corporate earnings remained resilient. Meanwhile, European equities outperformed, supported by banking shares and corporate results despite rising oil prices.

In this week's Aurea Global Weekly Market Report, we explore how inflation, financing conditions, and corporate earnings are shaping market dynamics and investor sentiment.