The Morning Bull - US Market Morning Update Friday, Jul, 31 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.3% and Nasdaq-100 futures ahead roughly 0.5%. The focus is on the June US PCE price index, which is expected to dip 0.1% month on month, while the core reading is seen up 0.2%. That combination suggests the cost of living may be easing slowly but still sits above the Federal Reserve's 2% goal. At the same time, second quarter US GDP is...
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The Morning Bull - US Market Morning Update Monday, Jul, 27 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up 0.03%, as investors weigh signs of steady US growth against lingering inflation and interest rate questions. New single family home sales reached a 628,000 annual pace in June, up 1.6% for the first monthly rise in three months, which hints that housing is holding up even with higher borrowing costs. At the same time, the US Services PMI...
The Morning Bull - US Market Morning Update Wednesday, Jul, 22 2026 US stock futures are pointing higher, with key contracts linked to the S&P 500 up about 0.5% and Nasdaq 100 futures up roughly 1.3%, as investors weigh fresh inflation worries against easing rate fears abroad. In the US, the 10 year Treasury yield sits near 4.6%, and markets see roughly a 50 to 60% chance of a Federal Reserve rate hike in September, which matters for mortgage costs, credit cards and growth focused stocks. At...
Chip and AI-linked stocks have whacked in recent weeks after a sharp run-up, while inflation concerns, the U.S.-Iran conflict, and stretched valuations have also weighed on sentiment.
The Morning Bull - US Market Morning Update Wednesday, Jul, 15 2026 US stock futures are mixed in early trade, with S&P 500 contracts edging slightly lower while Nasdaq futures tick higher, as investors weigh cooling inflation hopes against rising geopolitical risks. The June Consumer Price Index is expected at 3.8% year on year and monthly CPI is forecast to dip 0.1%. In plain terms, this would signal some easing in the cost of living even as core inflation is seen steady at 2.9%. At the...
Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.
Warsh kills Fed guidance but the signs are clear on rates, peace deal leaves big questions over Hormuz and oil
The AI boom rests on cheap capital. Nebius Group (NASDAQ:NBIS) CEO Arkady Volozh just spelled out how a few hundred basis points of borrowing cost could undermine the economics of the buildout. In a recent interview with venture capital firm Accel, Volozh walked through his company’s financing stack: “For a startup like us with all ... What Nebius CEO Just Said Shows How Quickly the Fed Can Kill the AI Boom
June S&P 500 E-Mini futures (ESM26) are down -0.03%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.04% this morning, pointing to a muted open on Wall Street as oil prices and bond yields climbed after U.S. President Donald Trump slammed Iran’s response to a U.S. peace proposal.