Global Equity Markets Rally in July, Bonds Face Headwinds, and Commodities Bounce Back

July witnessed a global equity market rally, with stocks outperforming bonds amid economic resilience and rising interest rates. The blog explores the buoyant equity sentiment, challenges in the bond market, and the commodities' comeback, led by WTI Crude. It also delves into potential overvaluations in the stock market, the wavering manufacturing sector, and the economic scenarios in the U.S. and Europe, highlighting the importance of a vigilant and diversified investment approach in these dynamic times.