<![CDATA[FactSet U.S. Daily Market Preview]]>5371d1fc-154e-5aee-95a6-3d715dc93b1cWed, 02 Sep 2026 09:10:20 +0000Captivate.fmFactSethttps://artwork.captivate.fm/4c7ba97b-655d-47b7-b682-7ccdd3c96e59/ygbj4bkuaaxjorksy0p5hkac.jpgFactSet U.S. Daily Market PreviewFactSetFactSetStreetAccount U.S. Daily Market Preview is FactSet's daily podcast aiming to bring listeners up to speed with financial markets information on the day to come as quickly as possible. With a target time of ~5 minutes and a publish time of ~5:00 ET, this is an ideal listen prior to market open.https://www.factset.com/podcastsfalseepisodic64080fd0-21e6-11f0-9cb1-7fa5b71350e7nopodcastFinancial Market Preview - Wednesday 2-SepFinancial Market Preview - Wednesday 2-SepS&P futures are flat following a lower Asia session. Technology-heavy markets, including South Korea, Taiwan, and Japan, saw steep declines as investment sentiment continues to sour amidst a higher interest rate environment. Chinese internet and IT stocks dragged the Hang Seng lower, while weaker sentiment extended to India and Southeast Asia. New Zealand bucked the broader trend, gaining slightly following the RBNZ rate hike decision. European equity markets are also weaker this morning.

]]>S&P futures are flat following a lower Asia session. Technology-heavy markets, including South Korea, Taiwan, and Japan, saw steep declines as investment sentiment continues to sour amidst a higher interest rate environment. Chinese internet and IT stocks dragged the Hang Seng lower, while weaker sentiment extended to India and Southeast Asia. New Zealand bucked the broader trend, gaining slightly following the RBNZ rate hike decision. European equity markets are also weaker this morning.

]]>d06374b5-945d-4eef-9228-61f2288e7e10Wed, 02 Sep 2026 05:10:00 -040005:19falsefull71681687Financial Market Preview - Tuesday 1-SepFinancial Market Preview - Tuesday 1-SepS&P futures are trending lower following a mixed Asia session. Gains were seen from South Korea, Japan's Topix, and Taiwan, while Mainland China and Hong Kong lagged. European markets opened lower. Treasury yields are climbing, with the 10-year now at its highest level since early 2025.

Companies Mentioned: NVIDIA

]]>S&P futures are trending lower following a mixed Asia session. Gains were seen from South Korea, Japan's Topix, and Taiwan, while Mainland China and Hong Kong lagged. European markets opened lower. Treasury yields are climbing, with the 10-year now at its highest level since early 2025.

Companies Mentioned: NVIDIA

]]>71c90d5b-33df-41b4-8ce5-fc327aa132cfTue, 01 Sep 2026 05:10:00 -040005:22falsefull71671677Financial Market Preview - Monday 31-AugFinancial Market Preview - Monday 31-AugUS equity futures are mixed but off their lows, with S&P futures slightly down. Bonds are little changed overall, while the dollar is slightly softer after Friday’s gains. Crude is firmer amid renewed US-Iran strikes, precious metals remain under pressure, and Bitcoin is modestly higher but still below 79K level. Sentiment is soft into this week as tensions in the Middle East escalated over the weekend. US forces struck Iranian rocket launchers on Larak Island, with Tehran responding via intercepted missile strikes on US bases in Jordan. It was the first direct exchange of fire since July. Hence, diplomacy remains stalled.

Companies Mentioned: KKR&Co., ONEOK, Inc., SK Hynix

]]>US equity futures are mixed but off their lows, with S&P futures slightly down. Bonds are little changed overall, while the dollar is slightly softer after Friday’s gains. Crude is firmer amid renewed US-Iran strikes, precious metals remain under pressure, and Bitcoin is modestly higher but still below 79K level. Sentiment is soft into this week as tensions in the Middle East escalated over the weekend. US forces struck Iranian rocket launchers on Larak Island, with Tehran responding via intercepted missile strikes on US bases in Jordan. It was the first direct exchange of fire since July. Hence, diplomacy remains stalled.

Companies Mentioned: KKR&Co., ONEOK, Inc., SK Hynix

]]>09e316da-6e42-44ff-9bc5-ae5fd7d20069Mon, 31 Aug 2026 05:10:00 -040005:28falsefull71661667Financial Market Preview - Friday 28-AugFinancial Market Preview - Friday 28-AugUS equity futures are modestly lower. European equities are higher, while Asian markets ended mostly firmer. Focus is on Fed Chair Warsh's Jackson Hole speech amid uncertainty over the Fed's reaction function and the implications of recent Treasury buybacks. Markets are also watching the Strait of Hormuz, where there is still no concrete progress on reopening despite reports of an Iran-Oman agreement on revenue sharing. Iran is preparing conditions for reopening the Strait, while the US has rejected a return to June's MoU and continues to favor economic pressure. There are thoughts that US efforts in shuttling crude through the Strait is helping to cap oil prices.

Companies Mentioned: Anthropic, NVIDIA, PayPal

]]>US equity futures are modestly lower. European equities are higher, while Asian markets ended mostly firmer. Focus is on Fed Chair Warsh's Jackson Hole speech amid uncertainty over the Fed's reaction function and the implications of recent Treasury buybacks. Markets are also watching the Strait of Hormuz, where there is still no concrete progress on reopening despite reports of an Iran-Oman agreement on revenue sharing. Iran is preparing conditions for reopening the Strait, while the US has rejected a return to June's MoU and continues to favor economic pressure. There are thoughts that US efforts in shuttling crude through the Strait is helping to cap oil prices.

Companies Mentioned: Anthropic, NVIDIA, PayPal

]]>37c0cedf-6c34-4bc1-ad5a-0146c8453c12Fri, 28 Aug 2026 05:10:00 -040004:10falsefull71651657Financial Market Preview - Thursday 27-AugFinancial Market Preview - Thursday 27-AugUS equity futures are firmer, while Asian markets are mixed and European equities are mostly weaker. AI remains a key focus following Nvidia’s earnings, with its strong revenue growth outlook reinforcing expectations for continued AI spending and supporting semiconductor and memory stocks. Nvidia also pushed back against concerns around circular financing. Elsewhere, lower energy prices are providing some support as Iran and Oman work toward finalizing an agreement over the Strait of Hormuz. In Europe, German consumer confidence beat expectations but remained deeply negative, while expectations for an ECB rate hike in September remain supported by recent policymaker comments.

Companies Mentioned: Nvidia, Shein, Alibaba, Z.AI , MiniMax

]]>US equity futures are firmer, while Asian markets are mixed and European equities are mostly weaker. AI remains a key focus following Nvidia’s earnings, with its strong revenue growth outlook reinforcing expectations for continued AI spending and supporting semiconductor and memory stocks. Nvidia also pushed back against concerns around circular financing. Elsewhere, lower energy prices are providing some support as Iran and Oman work toward finalizing an agreement over the Strait of Hormuz. In Europe, German consumer confidence beat expectations but remained deeply negative, while expectations for an ECB rate hike in September remain supported by recent policymaker comments.

Companies Mentioned: Nvidia, Shein, Alibaba, Z.AI , MiniMax

]]>4314d892-681f-41a1-b0a4-284ea73e3fa2Thu, 27 Aug 2026 05:10:00 -040004:29falsefull71641647Financial Market Preview - Wednesday 26-AugFinancial Market Preview - Wednesday 26-AugS&P futures are flat following a broadly higher Asia session. Semiconductor and AI stocks were gaining momentum ahead of NVIDIA's earnings. South Korea, Taiwan, Japan, Mainland China, and Hong Kong all closed in the green today. Australia and Singapore saw minor losses. European markets opened mixed this morning.

Companies Mentioned: Meta, Alibaba, Par Pacific

]]>S&P futures are flat following a broadly higher Asia session. Semiconductor and AI stocks were gaining momentum ahead of NVIDIA's earnings. South Korea, Taiwan, Japan, Mainland China, and Hong Kong all closed in the green today. Australia and Singapore saw minor losses. European markets opened mixed this morning.

Companies Mentioned: Meta, Alibaba, Par Pacific

]]>51c34216-6396-4783-b52e-8871eee9324aWed, 26 Aug 2026 05:10:00 -040005:31falsefull71631637Financial Market Preview - Tuesday 25-AugFinancial Market Preview - Tuesday 25-AugS&P futures are pointing to a slightly higher open. Japan, South Korea, and Taiwan all saw solid gains led by tech recoveries, while Australia's ASX outperformed on the back of strong corporate updates. Semiconductor stocks remained under pressure, driven by Monday's selloff in the SOX index. China recovered slightly despite uncertainty arising from reports of tariff increase on Chinese import goods. European markets are reacting to upgraded GDP figures out of Germany while shrugging off ongoing global trade disputes and AI sector volatility.

Companies Mentioned: Meta, Warner Bros. Discovery

]]>S&P futures are pointing to a slightly higher open. Japan, South Korea, and Taiwan all saw solid gains led by tech recoveries, while Australia's ASX outperformed on the back of strong corporate updates. Semiconductor stocks remained under pressure, driven by Monday's selloff in the SOX index. China recovered slightly despite uncertainty arising from reports of tariff increase on Chinese import goods. European markets are reacting to upgraded GDP figures out of Germany while shrugging off ongoing global trade disputes and AI sector volatility.

Companies Mentioned: Meta, Warner Bros. Discovery

]]>bbdb28b8-cb19-4750-bd70-af370f618184Tue, 25 Aug 2026 05:10:00 -040004:56falsefull71621627Financial Market Preview - Monday 24-AugFinancial Market Preview - Monday 24-AugUS and European markets are poised for a weak open. The US dollar is flat, while Asian forex shows little movement. Treasury and JGB yields are mixed within a narrow range. Precious metals are trading unevenly, with iron ore leading gains among base metals. Crude futures are sharply lower after the US announced extensive new economic sanctions on Iran. The Treasury buyback plan is increasingly viewed as unlikely to anchor yields long term against structural upward pressure—large fiscal deficits, rising inflation expectations, competition for capital from AI‑driven corporate issuance, and a resilient U.S. economy. Bessent signaled fiscal consolidation plans, but entitlement overhaul looks politically difficult, and AI funding needs keep upward pressure on issuance, raising doubts Treasury can sustainably suppress yields.

Companies mentioned: Nvidia, Paramount Skydance, Warner Bros. Discovery

]]>US and European markets are poised for a weak open. The US dollar is flat, while Asian forex shows little movement. Treasury and JGB yields are mixed within a narrow range. Precious metals are trading unevenly, with iron ore leading gains among base metals. Crude futures are sharply lower after the US announced extensive new economic sanctions on Iran. The Treasury buyback plan is increasingly viewed as unlikely to anchor yields long term against structural upward pressure—large fiscal deficits, rising inflation expectations, competition for capital from AI‑driven corporate issuance, and a resilient U.S. economy. Bessent signaled fiscal consolidation plans, but entitlement overhaul looks politically difficult, and AI funding needs keep upward pressure on issuance, raising doubts Treasury can sustainably suppress yields.

Companies mentioned: Nvidia, Paramount Skydance, Warner Bros. Discovery

]]>0230e4c1-ebe1-47c7-8f4d-73e24e2569bcMon, 24 Aug 2026 05:10:00 -040005:38falsefull71611617Financial Market Preview - Friday 21-AugFinancial Market Preview - Friday 21-AugUS equity futures are modestly higher, while Asian markets ended mostly higher and European equities are firmer. The bond market remains a key focus after Treasury yields reversed most of Wednesday’s decline, with skepticism that larger Treasury buybacks can offset longer-term pressures from fiscal deficits and debt. Energy prices also remain elevated as attention turns to potential US financial measures against Iran, including possible measures aimed at China. In Europe, sentiment is supported by stronger business confidence in France and better-than-expected Eurozone PMIs, while UK consumer confidence reached a two-year high despite weaker retail sales.

Companies Mentioned: Super Micro Computer, Intercontinental Exchange, Polymarket, Shein

]]>US equity futures are modestly higher, while Asian markets ended mostly higher and European equities are firmer. The bond market remains a key focus after Treasury yields reversed most of Wednesday’s decline, with skepticism that larger Treasury buybacks can offset longer-term pressures from fiscal deficits and debt. Energy prices also remain elevated as attention turns to potential US financial measures against Iran, including possible measures aimed at China. In Europe, sentiment is supported by stronger business confidence in France and better-than-expected Eurozone PMIs, while UK consumer confidence reached a two-year high despite weaker retail sales.

Companies Mentioned: Super Micro Computer, Intercontinental Exchange, Polymarket, Shein

]]>df61a342-487e-4ad0-b04e-11bdb4372daaFri, 21 Aug 2026 05:10:00 -040004:11falsefull71601607Financial Market Preview - Thursday 20-AugFinancial Market Preview - Thursday 20-AugUS equity futures are modestly lower, while Asian equities are mostly higher, and European equities are slightly softer. The Treasury rally remains a key market focus after the US Treasury announced an increase in long-dated debt buybacks, although questions remain over whether the move can sustainably contain longer-term yields. July FOMC minutes were somewhat dovish on the inflation outlook but did little to change rate expectations. Middle East developments remain an influence through energy markets, while the US has announced an intensified economic pressure campaign against Iran without providing specific details.

Companies Mentioned: Banco Santander, Webster Financial Corp, JD, CECONOMY

]]>US equity futures are modestly lower, while Asian equities are mostly higher, and European equities are slightly softer. The Treasury rally remains a key market focus after the US Treasury announced an increase in long-dated debt buybacks, although questions remain over whether the move can sustainably contain longer-term yields. July FOMC minutes were somewhat dovish on the inflation outlook but did little to change rate expectations. Middle East developments remain an influence through energy markets, while the US has announced an intensified economic pressure campaign against Iran without providing specific details.

Companies Mentioned: Banco Santander, Webster Financial Corp, JD, CECONOMY

]]>cfb4633d-7505-4338-8473-07f771ec5821Thu, 20 Aug 2026 05:10:00 -040004:02falsefull71591597Financial Market Preview - Wednesday 19-AugFinancial Market Preview - Wednesday 19-AugS&P futures are flat following a broadly lower Asia session. Bond pressure and semis selloffs led to sharp losses in South Korea, Taiwan, and Japan. Mainland China benchmarks were hit hard as well, though Hong Kong managed to close in the green. European markets are largely unchanged this morning.

Company Mentioned: Pilgrim's Pride

]]>S&P futures are flat following a broadly lower Asia session. Bond pressure and semis selloffs led to sharp losses in South Korea, Taiwan, and Japan. Mainland China benchmarks were hit hard as well, though Hong Kong managed to close in the green. European markets are largely unchanged this morning.

Company Mentioned: Pilgrim's Pride

]]>53f712f7-d75a-4d65-984c-866b1326b0f0Wed, 19 Aug 2026 05:10:00 -040005:25falsefull71581587Financial Market Preview - Tuesday 18-AugFinancial Market Preview - Tuesday 18-AugS&P futures are down (0.6%) and pointing to a lower open. Asian markets were mostly lower today. Japan benchmarks were sharply lower as tech names dragged. South Korea and Taiwan saw similar declines. Mainland China markets and Hong Kong pared morning losses but still closed in the red. Australia posted mild gains with mining giant BHP notably higher. European markets opened mostly lower today.

]]>S&P futures are down (0.6%) and pointing to a lower open. Asian markets were mostly lower today. Japan benchmarks were sharply lower as tech names dragged. South Korea and Taiwan saw similar declines. Mainland China markets and Hong Kong pared morning losses but still closed in the red. Australia posted mild gains with mining giant BHP notably higher. European markets opened mostly lower today.

]]>536cabee-7b40-43f8-87c0-f6a121bbc291Tue, 18 Aug 2026 05:10:00 -040005:08falsefull71571577Financial Market Preview - Monday 17-AugFinancial Market Preview - Monday 17-AugU.S. futures are mixed, with the Nasdaq pointing higher while the S&P 500 edges lower. Europe is set for a positive open for now. The U.S. dollar is slipping, treasury yields are lower at the long end but higher at the front end. Bonds mixed. US 10Y is 1 bp lower at 4.7%. Gilts down 3 bps. Bund is lower at 3%. Oil down, with WTI crude 0.7% lower under $82/bbl. Gold is up. Industrial metals are higher. Bitcoin is firmer. Strait of Hormuz standoff continues to underpin European energy risk pricing, but Q2 earnings have been supportive for regional markets. While markets have reduced Fed rate hike expectations, last Friday's backup in rates a point of focus. Analysts and financial press continue to discuss structural pressures, with high debt and borrowing and AI-related corporate supply.

Companies Mentioned: Coupang, Genco Shipping & Trading

]]>U.S. futures are mixed, with the Nasdaq pointing higher while the S&P 500 edges lower. Europe is set for a positive open for now. The U.S. dollar is slipping, treasury yields are lower at the long end but higher at the front end. Bonds mixed. US 10Y is 1 bp lower at 4.7%. Gilts down 3 bps. Bund is lower at 3%. Oil down, with WTI crude 0.7% lower under $82/bbl. Gold is up. Industrial metals are higher. Bitcoin is firmer. Strait of Hormuz standoff continues to underpin European energy risk pricing, but Q2 earnings have been supportive for regional markets. While markets have reduced Fed rate hike expectations, last Friday's backup in rates a point of focus. Analysts and financial press continue to discuss structural pressures, with high debt and borrowing and AI-related corporate supply.

Companies Mentioned: Coupang, Genco Shipping & Trading

]]>eaa012c9-56b9-4035-98a9-ebab03103d44Mon, 17 Aug 2026 05:10:00 -040005:12falsefull71561567Financial Market Preview - Friday 14-AugFinancial Market Preview - Friday 14-AugUS equity futures are modestly firmer, while Asian equities are mixed, and European equities are also mixed. Risk sentiment remains supported by lower Fed tightening expectations after softer-than-expected US producer inflation reinforced the disinflation narrative following the in-line CPI report. September rate-hike expectations have fallen to around 30% from 50% earlier in the week, while recent AI-related earnings remain supportive for technology sentiment. Meanwhile, there has been no diplomatic progress in the US-Iran situation, with the US sending another aircraft carrier to the region and Treasury Secretary Bessent flagging new economic measures against Iran next week.

Companies Mentioned: Carlyle Group

]]>US equity futures are modestly firmer, while Asian equities are mixed, and European equities are also mixed. Risk sentiment remains supported by lower Fed tightening expectations after softer-than-expected US producer inflation reinforced the disinflation narrative following the in-line CPI report. September rate-hike expectations have fallen to around 30% from 50% earlier in the week, while recent AI-related earnings remain supportive for technology sentiment. Meanwhile, there has been no diplomatic progress in the US-Iran situation, with the US sending another aircraft carrier to the region and Treasury Secretary Bessent flagging new economic measures against Iran next week.

Companies Mentioned: Carlyle Group

]]>519836b6-ed03-469c-81ee-26649bede959Fri, 14 Aug 2026 05:10:00 -040003:39falsefull71551557Financial Market Preview - Thursday 13-AugFinancial Market Preview - Thursday 13-AugUS equity futures are modestly firmer, while Asian equities are broadly higher and European equities are also modestly higher. Market sentiment remains supported by the in-line US inflation reading, which eased yields and reduced expectations for a September Fed rate hike. The AI trade is also firmer, supported by recent earnings and a positive corporate earnings outlook, while European macro data have generally surprised to the upside. Middle East developments remain a source of uncertainty, with little progress toward reviving the interim US-Iran peace agreement and traffic through the Strait of Hormuz remaining subdued.

Companies Mentioned: SHEIN, Ford Motor, AEVEX Corp

]]>US equity futures are modestly firmer, while Asian equities are broadly higher and European equities are also modestly higher. Market sentiment remains supported by the in-line US inflation reading, which eased yields and reduced expectations for a September Fed rate hike. The AI trade is also firmer, supported by recent earnings and a positive corporate earnings outlook, while European macro data have generally surprised to the upside. Middle East developments remain a source of uncertainty, with little progress toward reviving the interim US-Iran peace agreement and traffic through the Strait of Hormuz remaining subdued.

Companies Mentioned: SHEIN, Ford Motor, AEVEX Corp

]]>edf38b26-5190-48c9-86d6-1c4de1a6a0c4Thu, 13 Aug 2026 05:10:00 -040004:14falsefull71541547Financial Market Preview - Wednesday 12-AugFinancial Market Preview - Wednesday 12-AugS&P futures are pointing to a slightly higher open ahead of the CPI data later today. In Asia, Japan, South Korea, and Taiwan were all higher on tech stock gains, though other regions were all lower. European markets are higher this morning.

Companies Mentioned: National CineMedia

]]>S&P futures are pointing to a slightly higher open ahead of the CPI data later today. In Asia, Japan, South Korea, and Taiwan were all higher on tech stock gains, though other regions were all lower. European markets are higher this morning.

Companies Mentioned: National CineMedia

]]>3a5ce731-812c-4e05-8f74-f495e30005d2Wed, 12 Aug 2026 05:10:00 -040005:37falsefull71531537Financial Market Preview - Tuesday 11-AugFinancial Market Preview - Tuesday 11-AugS&P futures are flat following a quiet day in Asia. South Korea, Australia, and Taiwan all finished with modest gains. Hong Kong started strong but edged lower throughout the session, and Mainland China benchmarks were mixed. Japan was closed for a holiday. European markets opened mixed this morning.

Companies Mentioned: Riot Platforms, OpenAI, Intel, Amkor Technology

]]>S&P futures are flat following a quiet day in Asia. South Korea, Australia, and Taiwan all finished with modest gains. Hong Kong started strong but edged lower throughout the session, and Mainland China benchmarks were mixed. Japan was closed for a holiday. European markets opened mixed this morning.

Companies Mentioned: Riot Platforms, OpenAI, Intel, Amkor Technology

]]>0a8079eb-3f23-434c-81f2-6a0c27993595Tue, 11 Aug 2026 05:10:00 -040005:45falsefull71521527Financial Market Preview - Monday 10-AugFinancial Market Preview - Monday 10-AugS&P 500 futures are flat. Treasury and JGB yields up one to two basis points along the curve. Crude is strengthening amid latest setback in Strait of Hormuz-reopening talks. Gold is steady while silver edging higher. Dollar is firming against majors, strongest against yen and Korean won. Bitcoin little changed. Efforts to reopen the Strait of Hormuz remain stalled following a series of hard-line demands from Iran. Although Foreign Minister Araghchi claims a deal with Oman is nearing completion, he stressed that reopening the strait depends on the U.S. paying billions in compensation, withdrawing regional forces, unfreezing assets, and lifting sanctions. The U.S. has dismissed these conditions as unacceptable, with President Trump indicating he is willing to continue the economic pressure campaign as long as gas prices remain stable.

Companies mentioned: Ashland, Trump Media & Technology Group, Paramount Skydance

]]>S&P 500 futures are flat. Treasury and JGB yields up one to two basis points along the curve. Crude is strengthening amid latest setback in Strait of Hormuz-reopening talks. Gold is steady while silver edging higher. Dollar is firming against majors, strongest against yen and Korean won. Bitcoin little changed. Efforts to reopen the Strait of Hormuz remain stalled following a series of hard-line demands from Iran. Although Foreign Minister Araghchi claims a deal with Oman is nearing completion, he stressed that reopening the strait depends on the U.S. paying billions in compensation, withdrawing regional forces, unfreezing assets, and lifting sanctions. The U.S. has dismissed these conditions as unacceptable, with President Trump indicating he is willing to continue the economic pressure campaign as long as gas prices remain stable.

Companies mentioned: Ashland, Trump Media & Technology Group, Paramount Skydance

]]>3f29abaa-9c1f-49b5-84f2-c4f55d6ef920Mon, 10 Aug 2026 05:10:00 -040004:58falsefull71511517Financial Market Preview - Friday 7-AugFinancial Market Preview - Friday 7-AugS&P futures are indicating to a modestly higher open. Asian markets were mixed on Friday. Japan and South Korea struggled with continued declines in tech stocks, while China’s markets posted gains. Hong Kong inched higher as broader investor sentiment improved. European markets opened higher this morning.

Companies Mentioned: Sunoco, DoubleVerify, Meta Platforms

]]>S&P futures are indicating to a modestly higher open. Asian markets were mixed on Friday. Japan and South Korea struggled with continued declines in tech stocks, while China’s markets posted gains. Hong Kong inched higher as broader investor sentiment improved. European markets opened higher this morning.

Companies Mentioned: Sunoco, DoubleVerify, Meta Platforms

]]>3c24a6bf-ac0a-4ba4-af90-29b928693405Fri, 07 Aug 2026 05:10:00 -040005:15falsefull71501507Financial Market Preview - Thursday 6-AugFinancial Market Preview - Thursday 6-AugUS equity futures are firmer, while Asian markets are mostly lower and European equities are modestly higher. Markets are being driven by a combination of earnings focus and improving geopolitical expectations, with headlines pointing toward a potential near-term agreement on the Strait of Hormuz supporting sentiment and easing energy concerns. At the same time, volatility in the semiconductor sector continues to weigh on Asia, while investors remain focused on corporate results and the broader AI trade following recent swings.

Companies Mentioned: Meta, Medicover, KKR, JPMorgan

]]>US equity futures are firmer, while Asian markets are mostly lower and European equities are modestly higher. Markets are being driven by a combination of earnings focus and improving geopolitical expectations, with headlines pointing toward a potential near-term agreement on the Strait of Hormuz supporting sentiment and easing energy concerns. At the same time, volatility in the semiconductor sector continues to weigh on Asia, while investors remain focused on corporate results and the broader AI trade following recent swings.

Companies Mentioned: Meta, Medicover, KKR, JPMorgan

]]>d3d626d7-5b7e-4532-8078-7f2361753235Thu, 06 Aug 2026 05:10:00 -040004:09falsefull71491497