The structural picture behind today’s tape — pick an indicator to see its five-year path.
| Index | Level | Change |
|---|---|---|
| S&P 500 Record close, 4 Aug 2026 — CNN/CNBC | 7,736.52 | +1.79% |
| Dow Jones First ever close above 54,000 — CNBC 4 Aug 2026 | 54,085.88 | +1.71% |
| Nasdaq Composite Led by Palantir +29% — CNBC 4 Aug 2026 | 26,584.99 | +2.59% |
| FTSE 100 Yahoo Finance, close 4 Aug 2026 | 10,879.38 | +0.20% |
| DAX Yahoo Finance, close 4 Aug 2026 | 26,202.35 | +0.77% |
| CAC 40 Yahoo Finance, close 4 Aug 2026 | 8,666.63 | +0.61% |
| Nikkei 225 Yahoo Finance, close 4 Aug 2026; Asia futures pointing higher 5 Aug | 65,983.53 | +3.17% |
| Hang Seng Trading Economics, close 4 Aug 2026; fifth consecutive gain | 26,009.00 | +0.48% |
| Index | Level | Change |
|---|---|---|
| EGX 30 Intraday 5 Aug 2026, Investing.com; within range of all-time high 54,978 (11 May 2026) | 54,434.20 | +0.71% |
| Instrument | Rate / Yield | Note |
|---|---|---|
| Policy corridor | ||
| Overnight deposit | 19.00% | Held at Jul 2026 MPC — 3rd consecutive hold, pausing easing cycle |
| Overnight lending | 20.00% | Held — effective 15 Feb 2026 after 100bps cut |
| Main operation | 19.50% | Held — effective 15 Feb 2026 |
| Discount rate | 19.50% | Held — effective 15 Feb 2026 |
| Treasury bills | ||
| 91-day | 24.85% | Min yield at last published CBE auction (Oct 2025 reference); Aug 2026 auction results not yet posted on CBE.org.eg as of 5 Aug |
| 182-day | 25.89% | Weighted avg yield, last published CBE auction |
| 273-day | Not verified | |
| 364-day | Not verified | |
| Treasury bonds | ||
| 3-year | Not verified today | |
| 5-year | Not verified today | |
| 10-year | Not verified today | |
| Rate | Level |
|---|---|
| United States | |
| Fed funds target on hold | 3.50–3.75% |
| SOFR (overnight) | 3.65% |
| 1-year UST | 4.04% |
| 2-year UST | 4.20% |
| 3-year UST | 4.25% |
| 5-year UST | 4.33% |
| 10-year UST | 4.63% |
| 30-year UST | 5.18% |
| Euro Area | |
| ECB deposit facility | 2.25% |
| ECB main refinancing | 2.40% |
| ECB marginal lending | 2.65% |
| €STR | 2.19% |
| United Kingdom | |
| BoE Bank Rate Held 18 Jun 2026 in 7-2 vote — Cambridge Currencies | 3.75% |
| SONIA overnight Bank of England / MacroMicro, as of 28 Jul 2026 (last available) | 3.73% |
| Pair | Rate | Change |
|---|---|---|
| USD / EGP | 50.25 | +0.35% |
| EUR / EGP | 58.83 | 0.00% |
| GBP / EGP | 68.73 | -0.04% |
| SAR / EGP | ~13.39 | n/a |
| EUR / USD | 1.1529 | +0.13% |
| GBP / USD | 1.3441 | +0.11% |
| USD / JPY | 157.66 | +0.30% |
| Commodity | Price |
|---|---|
| Gold · XAU/USD Trading Economics 5 Aug 2026; steadied near $4,100 on Hormuz deal hopes trimming Sep Fed hike bets to ~57% | ▲ $4,095.77 |
| Brent Crude · LCO Investing.com 5 Aug 2026 early; fell to $81.77 on 4 Aug (Forbes) on Iran deal optimism, partial recovery 5 Aug | ▲ $84.67 |
| WTI Crude · CL Investing.com 5 Aug 2026; 52-wk range $54.98–$117.63 | ▲ $81.03 |
| Silver · XAG/USD Investing.com 5 Aug 2026 | ▲ $58.87 |
(4 Aug) US stocks closed at fresh all-time highs Tuesday, supported by strong AI-driven corporate earnings and optimism over a potential US-Iran deal to reopen the Strait of Hormuz. The S&P 500 jumped 1.79% to 7,736.52 and the Dow gained 907 points to 54,085.88. Palantir Technologies led the advance with a 29% single-day surge after delivering blowout second-quarter results.
Read full article → CNN Business · CNBC · Trading Economics(4 Aug) Qatar confirmed an interim proposal had been prepared, and both Washington and Tehran signalled progress in negotiations to reopen the Strait of Hormuz, triggering a sharp decline in oil prices. Brent fell to $81.77/bbl on Monday before partially recovering. Markets trimmed bets on a September Fed rate hike to ~57%, down from ~67%.
Read full article → Trading Economics · Forbes Advisor(4 Aug) The Federal Reserve left interest rates unchanged at its late-July meeting under Chair Kevin Warsh, though three policymakers dissented in favour of an immediate hike. Markets are now pricing approximately a 63% probability of a 25bps September hike, down from ~80% before the decision. Warsh reportedly is considering reducing the number of annual policy meetings from eight.
Read full article → Trading Economics · CNBC(5 Aug) Japanese real wages increased for the sixth straight month in June 2026, signalling improving domestic conditions and supporting the case for continued Bank of Japan policy normalisation. Nikkei 225 surged 3.17% on 4 Aug to 65,983, aided by global risk-on and positive wage data. Asia-Pacific equity futures pointed to further gains on 5 Aug.
Read full article → marketintelshot.com · Yahoo Finance(4 Aug) BlackRock Investment Institute's August 2026 weekly commentary notes consensus forecasts for hyperscaler capital spending in 2026 have been revised approximately 30% higher over the past six months to $720 billion, calling it the fastest AI investment buildout in history. The institute maintains a six-to-12-month tactical overweight on AI-exposed equities.
Read full article → BlackRock Investment InstituteEgypt macro, the external accounts and the EGX listing pipeline in focus — sourced from economyplusme, CBE, IMF and Enterprise.
(4 Aug) In an exclusive interview with Enterprise, EGX Chairman Omar Radwan confirmed short-selling is in its final system-testing phase. He projected that up to six of the twenty provisionally listed state companies could proceed to full IPOs over the next twelve months, accelerating Egypt's privatisation agenda ahead of the IMF programme's structural benchmarks.
Read full article → Enterprise(4 Aug) Enterprise's Wednesday edition examined whether Egypt's SPAC model — operational for roughly 18 months — has outpaced regulatory oversight mechanisms. The publication noted the model has 'clearly worked' in attracting capital but that harder governance questions are now emerging, coinciding with the EGX's push toward broader capital-market deepening.
Read full article → Enterprise(4 Aug) Egypt's parliament ratified four new exploration agreements covering areas in Sinai, according to Enterprise's Tuesday edition. The approvals are part of the government's strategy to diversify domestic hydrocarbon supply and reduce exposure to elevated global energy prices, which have been driven higher by the ongoing US-Iran Strait of Hormuz standoff.
Read full article → Enterprise(11 Jul, confirmed Aug) The CBE MPC held the overnight deposit rate at 19%, lending at 20%, main operation and discount at 19.50%, for the third meeting in succession. The Committee cited a slight moderation in Q2 real GDP growth and a third consecutive decline in headline inflation to 14.3% in June — the lowest since before the Middle East conflict — while warning of upside inflation risks if the conflict persists.
Read full article → Daily News Egypt · Trading Economics · CBE.org.eg(Feb 2026, background) The CBE's February 2026 MPC meeting cut the overnight deposit rate by 100bps from 20% to 19%, the overnight lending from 21% to 20%, and both the main operation and discount from 20.5% to 19.5%. This followed a 27.25% peak after the March 2024 liberalisation. The pause since April 2026 reflects caution about elevated headline inflation and regional geopolitical uncertainty.
Read full article → SIS Egypt · CBE.org.eg(Jul 2026) The CBE's preliminary estimates indicate a slight moderation in real GDP growth in Q2 FY2025/26 from the 5.3% recorded in Q1, attributed to regional conflict impacts on trade and tourism. The CBE expects real GDP to average around 5% for the full fiscal year 2025/26, converging toward potential by H1 2027 as geopolitical conditions stabilise.
Read full article → Daily News Egypt / CBE · SIS Egypt(3 Aug) OilPrice.com reported that Saudi Arabia is increasingly running out of alternative export routes as Houthi attacks threaten the Red Sea and drone strikes near Egypt raise risks along its remaining Suez Canal and SUMED pipeline corridor. This creates indirect fiscal exposure for Egypt as Suez Canal transit fees — a key FX earner — face pressure if traffic is re-routed.
Read full article → OilPrice.com(Jul 2026) Annual headline inflation fell to 14.3% in June 2026, the third straight month of decline and the lowest level since before the Middle East conflict disrupted supply chains and energy prices. The CBE's inflation target remains 7% (±2pp) for Q4 2026, though the MPC warned the path faces heightened upside risks if conflict persists or fiscal pass-through exceeds expectations.
Read full article → Daily News Egypt · Trading Economics(5 Aug) The Egyptian pound traded at 50.25 per dollar in mid-market, broadly stable in recent sessions. The pound reached an all-time low of ~54.86 against the dollar during the March 2026 spike following fiscal pressures. The 52-week range of 46.64–54.86 reflects a volatile adjustment year following the March 2024 liberalisation that devalued the pound by ~60%.
Read full article → Investing.com · Trading Economics(Background, Aug 2026) The IMF Executive Board completed Egypt's fourth review under the 46-month Extended Fund Facility and approved an arrangement under the Resilience and Sustainability Facility in March 2025. Egypt's programme remains active, with the next review focused on structural benchmarks including capital-market privatisation, exchange-rate flexibility, and fiscal consolidation amid elevated geopolitical headwinds.
Read full article → IMF.org(5 Aug) The EGX 30 traded at 54,434 intraday on 5 August, having gained roughly 59% over the past 12 months according to TradingView data, driven by foreign portfolio inflows, privatisation IPO listings, and real returns above inflation. The index set its all-time high of 54,978 on 11 May 2026 and remains supported by a 'Strong Buy' on all timeframes on technical indicators.
Read full article → Investing.com · TradingView(Jul 2026) The World Bank's latest Global Economic Prospects projects global growth will slow to 2.5% in 2026 as Middle East energy disruptions drive price increases. The MENA region is identified as the worst affected region. For Egypt, sustained Suez Canal disruption, elevated energy import costs, and weaker remittance inflows from Gulf economies remain key downside risks to the fiscal and growth outlook.
Read full article → World Bank