US equity futures slightly softer. European equities opened firmer, while Asian markets were mixed with South Korea and Hong Kong outperforming. Trump to decide within two weeks on potential Iran strike, extending earlier timeline amid reported backchannel talks between US envoy Witkoff and Iran's foreign minister. Japan’s May core inflation came in above expectations, keeping BOJ tightening speculation in play, while China held loan prime rates steady. BoE kept rates steady while SNB and Norges Bank cut rates; ECB bulletin released. Japan’s Akazawa downplayed July 9 as deadline for US trade talks, mirroring tone from EU officials as negotiations drag on.

Companies Mentioned: GMS Inc, Home Depot, QXO, Inc, Paramount Global, Ares Management Corp.

US equity futures slightly higher. European markets opened narrowly mixed, while Asian markets were also mixed. Geopolitical focus dominated as Trump held a National Security Council meeting to discuss potential strikes on Iranian nuclear sites, including the Fordow facility. Reports flagged risks of Iranian retaliation and potential mining of the Strait of Hormuz. Trump reiterated a hard stance, demanding Iran’s unconditional surrender. Trade talks saw little movement. Trump criticized EU and Japan for failing to offer fair deals and reiterated tariff threats, including imminent action on pharmaceuticals.

Companies Mentioned: KKR & Co, Orange, Zegona Communications, Hasbro, Plains All American Pipeline, Keyera

US equity futures slightly weaker. European markets opened flat to slightly higher, while most Asian markets ended in positive territory with Kospi outperforming. Markets focused on trade and central bank updates. The ECB is expected to cut rates by 25 bps today amid cooling inflation. Uncertainty remains over the timing of a potential Trump-Xi call, with reports citing reluctance from China’s side. Institutional investors reportedly shifting away from US markets due to debt and trade concerns, with Europe seen as a relative beneficiary. Weaker-than-expected US ADP and ISM Services data added to Fed policy scrutiny ahead of Friday's jobs report. US fiscal concerns also back in focus, with the CBO projecting a $2.42T deficit increase from the reconciliation bill.

Companies Mentioned: NVIDIA, Amazon, Citigroup

US equity futures are little changed. European markets are firmer, while most Asian markets gained. US-China trade tensions remain in focus, with Trump-Xi call reportedly expected Friday, though no confirmation yet. China's restrictions on rare earths getting more attention with press highlighting growing concern among car makers that shortage of magnets could grind auto production to halt within weeks. Moreover, US Steel tariffs come into effect today, but a temporary 25% tariff remains for the UK until its trade deal comes into force. Korea's Lee Jae-myung won the presidential election, pledging economic stimulus and renewed trade talks. Markets also eye ECB’s Thursday meeting following soft Eurozone inflation and await US jobs data to gauge Fed’s rate path.

Companies Mentioned: BioNTech

S&P futures are pointing lower today, down (0.47%). European equity markets are firmer, following slightly weaker levels on Monday. Asian equity markets went mostly higher, with Hang Seng a notable outperformer. Overnight, US 2-year yield down 1 bps to 3.9% and 10-year down 3 bps to 4.4%. Dollar firmer, oil up, gold down, industrial metals lower. Renewed US-China trade tensions has spilled into public view with both sides accusing each other of reneging on Geneva deal. White House talking up prospects of a Trump-Xi call this week but no confirmation yet from China. Critical minerals remain source of tensions with China reportedly slow walking offer to relax rare earths curbs, a response to latest US tech curbs and revocation of Chinese student visas.

Companies Mentioned: Snowflake, Merck, Crunchy Data, MoonLake Immunotherapeutics

S&P futures are pointing lower today, down (0.5%). European equity markets are weaker. Asian markets are lower, with Nikkei, Hang Seng and Taiwan underperforming, mainland China closed for public holiday. Overnight, treasury yields went up, with the two year up 2bps and the ten year up 5bps. The U.S. dollar weaker, oil up, gold gains, industrial metals higher. Trade tensions weighing on risk appetite. US-China relations fraying a month with two sides accusing the other of violating Geneva agreement. Main disagreements revolve around US frustration at China slow walking offer of relaxing rare earths curbs and China taking issue with US at new export restrictions. On geopolitical front, China rebuked US after Defense Secretary Hegseth warned of potentially imminent Taiwan invasion. Renewed tensions come as press sources noted efforts underway to set up a Trump-Xi call in bid to move forward talks.

Companies Mentioned: Qualcomm, Alphawave IP Group, Sanofi, Blueprint Medicines, BASF

US equity futures are slightly lower after Thursday’s positive session. European markets are mostly higher, while Asian equities ended broadly weaker, with Hong Kong and Japan leading declines. US trade policy outlook clouded after Appeals Court stayed ruling that had blocked tariffs under IEEPA, leaving restrictions in place while further legal review proceeds. White House stressed alternative statutes could be used if needed, adding uncertainty to timing and process of trade decisions. US-Asia trade negotiations remain uneven: Bessent said China talks stalled and may require Xi-Trump call, while India highlighted progress and Japan prepares for next round. Tokyo inflation beat expectations, adding to market focus on BOJ tightening after Ueda reaffirmed data-driven approach this week.

Companies Mentioned: Synopsys, Seacoast Banking, Archer-Daniels-Midland

US equity futures are sharply higher after Wednesday's losses, with the S&P 500 up around 1.7%. European equity markets are firmer and Asian markets posted solid gains, particularly in Japan and South Korea. The US Court of International Trade blocked President Trump's reciprocal tariffs, adding uncertainty to ongoing trade negotiations ahead of the 9-Jul tariff deadline. Nvidia posted a $4.5B write-down tied to US export curbs and forecast another $8B impact this quarter, but left revenue guidance only slightly below consensus. The Trump administration is weighing further export restrictions targeting jet engines and semiconductor software. Secretary of State Rubio also flagged aggressive revocation of Chinese student visas. The May FOMC minutes showed officials continue to favor a cautious approach, citing uncertainty and the risk of persistent inflation amid labor market weakness.

Companies Mentioned: Tesla, GE Aerospace, Paramount Global

S&P futures are pointing to a slightly softer open today, down (0.2%). European equity markets are edging higher in early trades. Asia finished a mixed session with Japan and Korea flat or slightly higher, while Hong Kong and Australia traded lower. Bond markets remain in focus as yields initially rose on reports that Japan's finance ministry might reduce super-long bond issuance after last week's market turmoil. However, the latest JGB 40-year auction was softer than expected with a higher-than-expected accepted yield of 3.135%, the highest since 2007.

Companies Mentioned: Motorola, Travelers Cos., Chevron, Shein

S&P futures are pointing to a strong open today, up +1.5%. European equity markets are mostly higher in early trades with the FTSE 100 outperforming. Asian markets closed mostly lower, though Japan and Hong Kong saw modest gains. EU-US trade talks have intensified after President Trump delayed imposing 50% tariffs on EU imports, providing a 30-day window for negotiations. EU Trade Commissioner Maroš Šefčovič engaged with U.S. Commerce Secretary Lutnick and Trade Representative Greer, signaling a shift toward a cooperative tone. The EU may consider concessions, such as increased purchases of U.S. LNG and agricultural products.

Companies Mentioned: Chevron, Trump Media, MAC Copper

S&P futures are pointing up near 1.3%. European equity markets opened with strong gains after Trump extended EU tariff deadline. Asian equities posted a mixed response to the weekend developments. Overnight, treasury yields were flat, with the two year staying at around 4% and 10-year to 4.5%. US dollar weaker, Asia currencies stronger, Crude blends slightly higher, gold lower, base metals mixed. Cryptocurrencies higher with bitcoin back near its peak. Focus in Europe on Trump's tariff delay following von der Leyen call, which largely confirms Trump's tariff plans can be regarded as a negotiation tool. However, White House reportedly rejected EU proposal to completely remove tariffs on industrial goods and increasing opportunities for American agricultural products to reach EU. Potential meeting between Šefcovic and Greer may also be set for early June in Paris

Companies Mentioned: WiseTech Global, E2open, United States Steel, Nippon Steel, Nvidia

S&P futures are pointing to a slightly higher open today, up +0.2%. European equity markets are also broadly firmer in early trades, followed a mixed Asian session with Japan and Hong Kong outperforming. Risk sentiment improved following House's narrow approval of Trump's tax bill, though it now faces weeks of Senate debate. Concerns persist over the bill's impact on the U.S. budget deficit and weak demand for long-term bonds in Japan and the U.S. Investors are also awaiting progress on trade negotiations, with only 45 days left in Trump’s tariff pause.

Companies Mentioned: Apple, Weyerhaeuser, Goodyear Tire & Rubber

US equity futures are pointing to a lower open today. European markets have opened in the negative territory, following mixed trades in Asian markets. Global markets today are digesting Trump's decision to cut short his G7 attendance to return to Washington after warning on Truth Social for people to evacuate Tehran. BOJ left interest rates unchanged as expected. Ishiba and Trump failed to reach agreement at G7. US and Canada are aiming to strike a trade deal within a month.

Companies mentioned: Verve Therapeutics, Eli Lilly, T-Mobile, Softbank

US equity futures slightly higher. European markets trading weaker and Asian markets ended mixed. Geopolitical risk remains high as Israel and Iran exchanged strikes for a third day. Market concern remains about potential for disruption to crude shipments via Strait of Hormuz. China’s May activity data came in mixed: industrial output and fixed asset investment growth slowed more than expected, while retail sales surprised to the upside amid holiday spending and a trade-in stimulus. G7 summit saw little progress on trade, though bilateral talks between Trump and other leaders continued. Japan and the US discussed a potential deal, while the US and Vietnam neared a framework agreement. Preliminary University of Michigan consumer sentiment rose for the first time in five months, while inflation expectations moderated.

Companies Mentioned: US Steel, Nippon Steel, Coinbase, Gemini, Google, Meta

US equity futures are sharply lower, as risk sentiment deteriorated amid escalating Middle East tensions. Asian markets fell broadly, European equities are also trading lower. Israel launched airstrikes on Iranian nuclear and military targets, prompting fears of regional escalation. President Trump said the US was not involved but convened his cabinet; Israel declared a state of emergency and signaled operations may continue for days. Trump reiterated unilateral tariff threats and raised the prospect of 25% auto tariffs. Trade talks with Japan, India, and the EU remain challenging ahead of the G7 summit. US inflation data showed further cooling; jobless claims steady but continuing claims rose to a multi-year high.

Companies Mentioned: NVIDIA, Thermo Fisher Scientific, CK Hutchison Holdings, COSCO SHIPPING Holdings, Blackrock

US equity futures were weaker. European equities opened lower and Asian equities were mixed with declines in Hong Kong and Taiwan offset by gains in South Korea. US and China reached a framework to implement last month’s Geneva consensus and agreed to dial back select export controls, though the rare earths relief is temporary and skepticism remains about a broader deal ahead of the July tariff deadline. Geopolitical tensions escalated as the US ordered partial embassy evacuations in the Middle East amid reported Iranian threats, contributing to a sharp oil rally Wednesday. Trump reiterated plans to impose unilateral trade deal terms in the next two weeks if no agreements are reached, while hinting at flexibility on the deadline for good-faith negotiators.

Companies Mentioned: Dana Inc, Allison Transmission Holdings, Moderna, CoreWeave, OpenAI, Alphabet, Microsoft

US equity futures are slightly lower after Tuesday’s gains. European markets are firmer in early trade, while Asian markets ended higher with broad gains across Greater China and Korea. US and China reached a framework to implement the Geneva consensus, though execution still requires approval from Presidents Trump and Xi. Commerce Secretary Lutnick suggested rare earth and magnet issues may be resolved through the deal, but any US export control easing depends on reciprocal Chinese moves. US-India and US-Mexico are reportedly close to interim trade deals addressing digital access and tariff relief, according to Reuters and Bloomberg. Eyes turn to Wednesday’s US CPI report, where tariffs are expected to show up in higher core inflation. Elon Musk just now said he regrets his recent comments about President Trump.

Companies Mentioned: Tesla, Lockheed Martin, Starbucks, General Mills

S&P futures slightly pointing down. European equity markets pared early loss. Asian equity markets mostly higher, with Nikkei seeing decent gains. Taiwan a notable outperformer on TSMC gains. China markets underperform. For treasuries, 10-year yields down 4bps to 4.5%. Dollar firmer. Oil up, gold down, industrial metals lower. Cryptocurrencies consolidating overnight gains. For latest update on trade talks, US and China meetings in London to extend through Tuesday after representatives from both sides met for more than six hours. Nothing substantive emerged from first day of talks with US officials describing them as fruitful. President Trump said he has received good reports from meeting though China's not easy to deal with. Export controls were a focus of talks after China and US traded criticisms of each other's curbs on rare earths and technology.

Companies Mentioned: GFL Environmental, EchoStar, Meta Platforms

US equity futures are pointing slightly up. European markets are narrowly mixed, while Asia go broadly higher, with decent gains for Nikkei and Hang Seng. Kospi extended recent post-election outperformance. For treasuries, 10-year yields stay steady at 4.5% after backing up sharply in prior session. Dollar softer, oil down, gold softer, industrial metals mixed. Attention on trade developments with US and China resuming talks in London with export licenses a key topic of discussion. NEC Director Hassett confirmed US is seeking agreement on rare earths from London talks. For its part China has taken issue with US principally over tech export controls and Huawei crackdown, which were attributed in part for Beijing maintaining its rare earths export curbs. Unclear whether the latest talks will lead to resolution of divisions between US and China, leaving fate of tariffs unknown.

Companies Mentioned: Qualcomm Inc, Alphawave IP Group, Quartzsea Acquisition Corp, Meta Platforms

US equity futures are firmer following Thursday’s mixed close. European equities opened flat, while Asian markets ended mixed with modest moves. Trump and Xi agreed to launch a new round of trade talks, though China’s readout urged the US to remove sanctions and show prudence on Taiwan. ECB cut rates by 25 bp for the eighth time, but signaled a likely pause in July. White House aides reportedly scheduled a Friday call as they seek to deescalate the feud between Trump and Musk, with both signaling openness to reconciliation. Focus turning to today’s US May employment report, where NFP is expected to rise 125K and unemployment rate expected to hold steady at 4.2%.

Companies Mentioned: Tesla, Blackrock, Peloton Interactive