Global markets faced renewed pressure as inflation and interest-rate concerns returned to the forefront.

Persistent U.S. inflation, a sharp rise in oil prices and Treasury yields approaching 5% challenged risk assets across major markets. At the same time, strong AI-related demand continued to stand out, reinforcing the structural momentum behind infrastructure investment despite a more demanding environment for equities.

In this week’s Aurea Global Weekly Market Report, we look at how inflation, energy prices, interest rates and AI investment are shaping the global market outlook.