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US equity futures are firm, with S&P higher. Treasury moves were mixed: the 10‑year yield ticked up 1bp to 5.2% after Treasuries tightened across the curve on Thursday. Gilts and Bunds were weaker, falling about 5bps and 4bps to 5.4% and 3.5% respectively. The dollar softened against major European currencies and the Australian dollar but strengthened versus the Japanese yen. Oil slipped—the WTI benchmark was down roughly 0.6%, trading near $91/bbl—while gold advanced and industrial metals rose. Bitcoin moved lower. Equity market sentiment is benefiting from stabilization in bond markets. Treasury rally coincided with pullback in oil after comments from Trump on diplomatic progress with Iran. Well-received auctions in US and Japan are helping to dampen upward pressure. Companies mentioned: Blackstone, Starbucks, CIRSA Enterprises

US equity futures are indicating a lower open today. European equity markets have opened lower, following weaker Asian market trades. Recovering crude flows have been a press focus though kinetic activity is picking up with Iran stepping up attacks on tankers and the Saudi-Houthi tensions intensifying. Trump is reportedly seeking to develop strike plans against Iran before midterms. Companies mentioned: Solidigm

US equity futures are indicating a weaker open today. European equity markets have opened lower. Asian markets traded in the negative territory. Middle East remains the dominant cross-asset catalyst for the market. Attention also turns to the Fed's September minutes. While a hike this month is now seen as unlikely, markets still look for one rate hike in December. Companies mentioned: SpaceX, Nvidia, Apple, LG Electronics, Constellation Brands

Asia markets ended broadly higher. US futures are slightly higher, while Europe opened with solid gains. The dollar is flat, with little notable movement in Asian FX. Treasuries are mixed, and JGB yields are mostly higher. Oil is lower, with Brent below $100/bbl on Red Sea headlines. Precious metals are mixed, industrial metals are firmer, and cryptocurrencies are weaker. Iran's parliamentary speaker said Strait of Hormuz will remain closed until seven conditions from June MoU with US are satisfied. However, sequencing, nuclear remain key sticking points to any agreement. Elsewhere, Saudi-backed government forces seized key positions in the Dhubab district to secure Bab el-Mandeb Strait. Offensive aims to counter Houthi advances, restore maritime traffic in the Red Sea. Companies mentioned: Informa, HgCapital Trust, KKR, TDK, Seagate, Toshiba

US equity futures indicating a modestly higher open today. European equity markets have opened firmer after sharp losses on Thursday. Asian equity markets were mixed. Attention is on yields stabilization, which is helping the equity market sentiment. Market is still pricing in 3 Fed rate hikes by mid-2027. Companies mentioned: Federal Realty Investment Trust, Amazon, Nvidia, Anthropic

US equity futures are modestly firmer, while Asian markets are mixed and European equities are sharply lower. Attention remains on the sharp rise in bond yields, with the US 10-year yield reaching a 24-year high and European yields also at multi-year highs. Resilient growth, higher oil prices, upside inflation risks and increasingly hawkish monetary policy expectations are contributing to the selloff, alongside concerns around fiscal deficits, increased AI-related issuance and forced selling by hedge funds. Energy supply also remains in focus, with the Trump administration urging Europe to release emergency diesel reserves. Meanwhile, expectations for further policy tightening remain elevated, with recent Fed commentary and signals from the BOJ keeping the global rates outlook in focus. Companies Mentioned: Tencent, Oracle, Netflix, Nu Holdings

S&P futures are indicating a higher open following a firmer Asia session. Japan led gains in the region, with the Nikkei up +2%. Mainland China and Hong Kong posted moderate gains, while South Korea was flat. European markets are also higher in early trading. Treasury yields are stabilizing after the 30-year touched a 24-year high, aided by a pullback in oil prices and NY Fed President Williams downplaying near-term rate hike urgency. Companies Mentioned: Nidec, Kalshi

S&P futures are indicating a flat open following a mostly softer Asia session. Japan, South Korea, and Taiwan led losses as tech sectors were under pressure. Mainland China closed with minor gains while Hong Kong closed slightly lower. European equities are firmer in early trading. Companies Mentioned: AMD, OpenAI, Goldman Sachs, AAR Corp

U.S. equity futures are lower, with S&P 500 futures down 0.4%. Bonds are also weaker. The U.S. 10-year yield is up to 5.2%, while the 10-year Bund yield is 3 bps higher at 3.6%. The dollar is mostly firmer, showing modest outperformance against the yen and Swiss franc. Oil is higher, with WTI up roughly 1.3% and trading above $93.50/bbl. Gold is lower, industrial metals are mostly weaker, and bitcoin is also under pressure. Bond markets remain under pressure, with the usual drivers in focus: higher oil prices, resilient U.S. growth, upside inflation risks, worsening fiscal trajectories, and expectations for a more hawkish monetary policy path. There is also some attention on curve flattening and the potentially negative signals it may send about the economic outlook. Companies mentioned: UBS, Fox Factory Holding, Invesco

US equity futures are modestly firmer, while Asian markets are mostly lower in holiday-thinned trade and European equities are higher. Attention remains on fluctuations in oil prices and bond yields, with markets finding some support from reports that the US and Iran are exploring a phased agreement that could reopen the Strait of Hormuz, meanwhile hawkish Fed commentary continues to reinforce expectations for further tightening. Elsewhere, the Trump-Xi talks broadly played out as expected, with few specifics on potential deliverables. Companies Mentioned: Blue Origin, People Incorporated, MGM Resorts, Anthropic

US equity futures are lower, while Asian markets are mostly weaker and European equities are modestly lower. Attention remains on the sharp rise in bond yields following a weak US five-year Treasury auction, stronger-than-expected PMIs and hawkish Fed commentary, which reinforced expectations for another rate hike. Oil prices have also rebounded amid no signs of a diplomatic breakthrough between the US and Iran. Meanwhile, attention is turning to the Trump-Xi summit after the US and China agreed to extend their trade truce until January 10, with discussions expected to focus partly on AI-related issues. Trump and Xi could hold another two meetings this year in Shenzhen and Miami. Companies Mentioned: Knife River, Smurfit WestRock, CMPC, MGM Resorts, People Incorporated

S&P futures are indicating a flat open following a mixed Asia session. In Asia, regional geopolitics ahead of the Trump-Xi summit remained the dominant theme. South Korea and Taiwan closed with modest gains while Greater China markets all traded lower. Japan remained closed for a holiday. European markets are mostly firmer in early trading. Companies Mentioned: Royal Caribbean, Brighthouse Financial, Six Flags Entertainment

S&P futures are indicating a modestly higher open following a positive Asia session. Taiwan led gains as its benchmark hit an all-time high, and Greater China tech names also advanced, with Alibaba and Tencent in focus following AI announcements. Japan remained closed for a holiday. European equities are mixed in early trading. Companies Mentioned: Alibaba, Tencent, Meritage Hospitality Group, Embraer

S&P futures are indicating a higher open today following a positive Asia session. South Korea and Taiwan outperformed with semis names rallying, Greater China benchmarks were all firmer, and Japan was closed for a holiday. European markets are bouncing back after last week’s losses. Companies Mentioned: Paramount Skydance, Anthropic, ProEnergy, Apollo Global Management

S&P futures are indicating a stronger open today following a broadly higher Asia session. Semiconductor stocks drove gains in South Korea and Taiwan. In Greater China, AI pureplays and hardware names extended Thursday’s strength. Japan was also higher, riding a positive wave post-BOJ rate decision. European markets are pulling back slightly after midweek rallies. Companies Mentioned: Exxonmobil