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MORNING BRIEF
Morning Brief 05.06.2026
Thursday’s session in the United States delivered a sharp rotation away from technology into cyclicals and defensives. The Dow Jones Industrial Average surged +1.7% to a fresh record of 51’562, led by UnitedHealth, JPMorgan Chase, and Walmart, while the S&P 500 added +0.4% to 7’584 and the Nasdaq slipped -0.1% to 26’831 as the AI […]
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MORNING BRIEF
Morning Brief 29.05.2026
US equities closed Thursday’s session on a constructive note, with the S&P 500 gaining +0.6% to 7’564 and the Nasdaq adding +0.9% to 26’917, both printing fresh all-time highs. The breadth was tech-led, with the AI infrastructure theme continuing to provide a tailwind following strong results from cloud and semiconductor names earlier in the week. […]
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Uncategorized
Morning Brief 08.05.2026
US equities retreated from intraday record highs on Thursday, with the S&P 500 closing at 7’337 (-0.4%), the Nasdaq at 25’806 (-0.1%), and the Dow Jones at 49’597 (-0.6%), as oil prices rebounded from session lows and traders awaited Iran’s formal response to the US-drafted 14-point peace memorandum. Breadth deteriorated sharply beneath the headline: the […]
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