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MORNING BRIEF
Morning Brief 28.08.2026
Thursday was extreme dispersion rather than broad risk appetite. In the US one stock carried the tape: the S&P 500 rose 0.7% to 7’731 and the Nasdaq 1.6% to 26’541, the Dow Jones only 0.2% to 53’569. Breadth told the real story: the equal-weighted S&P 500 fell 0.3%, the S&P 600 small-cap was flat and […]
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MORNING BRIEF
Morning Brief 07.08.2026
US equities closed lower on Thursday, with the Dow Jones down 0.9% at 53’885 as it snapped a five-session run of record closes, the S&P 500 off 0.2% at 7’710 and the Nasdaq Composite down 0.1% at 26’348. Beneath the headline the session was worse than it looked: the equal-weight S&P 500 fell 0.5%, the […]
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MORNING BRIEF
Morning Brief 31.07.2026
US equities staged a broad recovery on Thursday, the S&P 500 closing at 7’438 (+1.7%), the Nasdaq Composite at 25’122 (+2.8%) and the Dow Jones at 52’208 (+1.2%), as softer growth and inflation data eased fears that the Federal Reserve would need to tighten further. Semiconductors led the rebound, one day after the Nasdaq-100 had […]
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