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US equity futures are mixed, while Asian and European equity markets are sharply lower. Risk-off sentiment continues to dominate following Thursday’s deep US equity selloff, with the AI and momentum trades under heavy pressure amid concerns that the US midterm election outcome could create a tougher environment for cloud operators and slow data-center investment. Investors are also reassessing US-Iran developments as optimism over diplomatic progress cools. Meanwhile, softer AI investment expectations have supported bonds but raised concerns over the growth outlook. Companies mentioned: Unity Software, Anthropic, SoftBank Group

US equity futures are modestly lower, while Asian equity markets are mixed and European equities are higher. Risk sentiment remains supported by the post-election rally and growing expectations of progress toward a US-Iran agreement, with oil falling to its lowest level since late August and bond yields moving lower. However, the AI trade remains volatile amid concerns that greater scrutiny of data-center development could constrain investment. Central bank policy is also in focus, with the Bank of England expected to raise rates by 25 basis points and Norges Bank expected to remain on hold, while markets continue to assess the potential for further tightening from the ECB. Companies mentioned: SpaceX, Microsoft, SoftBank, ABB Limited

S&P futures are slightly higher following midterm election results. Democrat victories in key Senate and House races shaped market moves. Japan and South Korea opened sharply lower but both bounced back in the afternoon sessions, closing at levels far above the day's lows. Greater China outperformed, with Shanghai and Hong Kong gaining on macro optimism. Southeast Asia also saw strength. European equities are moderately higher in early trading. Companies Mentioned: Embraer, Oracle, CVS Health

S&P futures are slightly lower following a weak Asia session. South Korea’s Kospi and Taiwan’s tech-heavy Taiex led the day’s losses. Mainland China struggled despite fresh PBOC measures, while Hong Kong’s Hang Seng rose modestly. Japan was closed for a holiday. European equities are also lower in early trading. Companies Mentioned: Salesforce, Marathon Petroleum, NVIDIA, Walt Disney

US futures point to a higher open, while European markets opened modestly higher. The US dollar is edging lower, with Asian currency pairs largely quiet. Treasuries and JGBs are mixed. Crude prices are sharply lower, with Brent back at $110/bbl. Precious metals are rising, while base metals are falling. Cryptocurrencies are under renewed pressure. Europe is getting no help from the turnaround in Asia’s AI trade or easing energy prices. Oil is pulling back on reports of talks between Qatari mediators and Iranian officials to reopen the Strait of Hormuz within two days. Iran reiterated its preconditions, while security chief Rezai noted a shift in US tone and claimed Washington was ready to accept Tehran’s terms. Fears of conflict after the midterm elections remain high as Trump and Iran continue their war rhetoric. Companies mentioned: Meta, Alaska Air, Okta

US equity futures are lower, while Asian and European equity markets are both mostly weaker. The AI trade is under renewed pressure following the latest US technology earnings, with concerns around heavy investment, cash burn and slowing growth weighing on sentiment. Amazon’s capital spending was well above expectations, while Intel issued weaker guidance. Meanwhile, markets continue to digest central bank decisions, with the ECB seen likely to raise rates in December, while the BOJ kept rates unchanged. Middle East tensions also remain in focus, with reports that the US is considering renewed strikes on Iran supporting oil prices. Companies mentioned: Nvidia, Nscale, Blackstone, Daiwa Securities, BT Group

US equity futures are indicating a lower open today. European markets have opened firmer, following mixed Asian markets. Central bank policy is in spotlight. Fed held rates steady, and now focus is on ECB and BOJ who are expected to hold rates steady as well. Markets now look for indication of a December move. Companies mentioned: Instacart, DoorDash, Dine Brands Global

US equity futures are mixed, while Asian equity markets are higher and European equity futures are mostly weaker. AI-related sentiment remains supportive following another strong session for US technology shares and sharp gains in Asian chip stocks, led by SK Hynix after its earnings beat and upbeat outlook for memory and HBM demand. Attention now turns to the Fed, which is expected to leave rates unchanged, with markets looking for signals on a possible December hike. Meanwhile, energy risks remain elevated amid reports of renewed military strikes and limited progress in US-Iran diplomacy, while the UK Budget is also in focus with a relatively low-key fiscal statement expected. Companies mentioned: OpenAI, Nvidia, Google, TPG, Onsemi

US equity futures were mixed, with S&P essentially flat. The AI trade showed renewed strength while big tech delivered a patchy performance. Markets were also watching fixed income: the US 10‑year yield held at around 5% after a choppy prior session, Bunds eased about 2 bps to 3.4% and Gilts remained near 5.35%. The dollar firmed. Commodities were tilted higher — WTI crude rose roughly 0.5% to just above $102/bbl, while gold slipped and industrial metals traded mixed. Bitcoin declined. Investors are looking past the latest Middle East developments. Crude has eased slightly from recent highs on hopes for a diplomatic resolution to US–Iran tensions after senior officials from Saudi Arabia, Turkey and Pakistan met Iranian leaders in Tehran on Monday to defuse the situation. Still, expectations that kinetic action could resume after the November midterms are growing as elections approach. Companies mentioned: Microsoft, Dollar General, Skydance

US equity futures are firmer, with S&P futures up 0.1% after Friday’s losses. Treasuries are higher, with the 10-year yield down 3 bps to around 5%. The dollar is stronger against the yen and Aussie but softer versus the euro, while sterling is mixed. WTI crude is down 2%, approaching $101/bbl. Gold is higher, while industrial metals and Bitcoin are lower. Oil is pulling back from one-month high despite expectations of a resumption of US-Iran conflict continue to build. President Trump repeated he is nearing decision on whether to resume hostilities unless Iran agrees to a deal. Diplomacy remains at a standstill with Iran sticking to its demands for reopening Strait of Hormuz and refusing to discuss nuclear file. Companies mentioned: Amazon, JetBlue Airways, Alimentation Couche-Tard, Cumberland Farms

US equity futures are modestly lower, while Asian and European equity markets are mostly weaker. The AI trade remains under pressure, with renewed financing concerns and widening credit spreads weighing on technology shares. Meta’s higher capital spending plans have added to concerns around potential debt issuance, while OpenAI has reportedly lowered its valuation target in its latest funding round. Meanwhile, energy prices continue to rise amid expectations of renewed military strikes, reinforcing inflation concerns. Attention is also on the sharp rise in French bond yields and whether the ECB may step in, while the ECB, Fed and BOJ are all expected to leave rates unchanged next week. Companies mentioned: Smith & Nephew, Johnson & Johnson, OpenAI, SpaceX

US equity futures are lower, with the S&P down 1%. Bonds are firmer: the US 10‑year -3bp, Bunds -2bp, and gilts -1bp. The dollar is mostly weaker, notably versus the yen and franc; the risk‑sensitive AUD underperforms. Oil gains — WTI up two point eight percent near a hundred dollars per barrel. Gold and industrial metals are lower, while Bitcoin is slightly higher. Middle East headlines remain volatile. After earlier signs of diplomatic progress, new reports say the US and Iran have developed plans for an intensive three‑day operation before the midterms. At the same time, the US is reducing its regional presence amid renewed conflict risks and ongoing Saudi‑Houthi fighting. A Wednesday drone strike at Saudi Aramco’s Shaybah oil field in the Eastern Province caused fatalities. Companies mentioned: Intel, Abbott Laboratories, Meta

US equity futures are higher, with the S&P up about 0.2% following mostly stronger gains on Tuesday. Bonds are mixed: the US 10‑year is little changed at 5.1%, gilts lower, bunds up to 3.4%, and OATs, BTPs are wider. The dollar is firmer versus the euro and little changed elsewhere. Oil is slightly higher — WTI remains below $99/bbl and Brent around $110/bbl. Gold is little changed, silver is lower, industrial metals are mixed, and Bitcoin is firmer. Conflicting reports on US‑Iran diplomatic progress have added volatility to oil prices. Tuesday’s headlines said an agreement was near but were later denied; later reports suggested Iran might prolong talks to weaken Trump ahead of the midterms. Iranian media also reported a super-tanker struck a sea mine south of the Strait of Hormuz and caught fire, part of a string of recent attacks. Companies mentioned: Alcon AG, Optimum Communications, NVIDIA

US equity futures are mixed, while Asian and European equity markets are mostly lower. Scrutiny of the AI trade remains a key focus, with financing concerns around neocloud companies and elevated CoreWeave bond yields weighing on sentiment despite Monday’s rebound in technology shares. Rising bond yields also remain a headwind for equities. Meanwhile, there are signs of some progress in US-Iran talks, although prospects for an agreement remain unclear. Trump also said he is open to meeting Xi and Putin in China for nuclear talks. Elsewhere, OpenAI is also reportedly seeking to accelerate fundraising ahead of Anthropic’s planned IPO, targeting about $30B. Companies mentioned: OpenAI, Meta, TikTok, Blackstone, Rio Tinto

US equity futures are indicating a positive open today. European markets have opened with losses, following mixed Asian markets. Attention remains on AI trade, with focus on AI financing and rising funding costs, CoreWeave is the source of the latest market angst while China competition is another focus. Companies mentioned: Accenture, Rio Tinto