Episódios
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US futures are pointing to a higher open today. European equity markets have opened with gains, following mostly higher levels in Asian markets. Global markets are eyeing the developments following Trump's comments over creating a crypto strategic reserve, despite doubts among some industry players whether it would be possible without a Congressional approval. Tariffs remain the top-of-mind theme, with Trump expected to finalize a tariff level for Canada and Mexico before Tuesday, while Beijing is reportedly considering countermeasures.
Companies mentioned: Philip Morris International, Prada
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US futures are pointing to a slightly higher open today. Europe equity markets have opened with some steep losses, following notably lower levels in Asian markets. Markets are reacting to Trump's insistence that 25% tariffs on Mexico and Canada products would go ahead next week, while China would see a further 10% tariff on all goods. Big selloff in Asian equities as a result. Starmer-Trump talk also did not lead to concrete guarantees on Ukraine.
Companies mentioned: Alkami Technology, Seacoast Banking, Stronghold Digital Mining
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US equity futures are firmer. European markets opened lower, and Asian equities ended mixed. Markets remain focused on trade policy after Trump confirmed a 25 percent tariff on EU imports, specifically targeting autos, and stated that Canada and Mexico tariffs would take effect on April 2, contradicting earlier reports of a March start. Meanwhile, he softened his stance on China, and declined to commit to defending Taiwan in the event of a Chinese invasion. UK Chancellor Reeves stated that the government is seeking to boost trade with the US as it attempts to avoid potential tariffs. US new home sales dropping much more than expected in January, adding to signs of weakness in the housing market.
Companies Mentioned: Seven & i, Triumph Financial, Moderna
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Following lower closes on Monday and Tuesday, S&P futures are indicating to a higher open today, up +0.45%. Asia markets ended mixed on Wednesday. The Hang Seng surged over +3%, hitting nearly three-year highs, fueled by a rally in Chinese technology stocks after DeepSeek reopened its core programming interface. However, Japan, Australia, and Singapore indices all ended slightly lower. European markets opened higher today, supported by strong earnings reports, though trade-related uncertainty remains a key overhang.
Companies Mentioned: Nvidia, Arthur J. Gallagher, Flywire, Light & Wonder
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Following lower closes yesterday, S&P futures are still pointing to a softer open today, down (0.13%). Asian markets were firmly lower on Tuesday, with the Nikkei dropping (1.4%) as it hit the lower end of its five-month trading range. The Hang Seng fell (1.3%) but saw mid-morning dip buying in tech stocks, supported by mainland inflows. European markets opened mixed but are edging higher, while bond yields are finding support amid safe-haven buying.
Companies Mentioned: Apple, Thermo Fisher Scientific, Solventum Corp, Starbucks
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US equity futures are higher after a sharp selloff on Friday. European markets opened mixed, with gains in Germany following its election outcome. Asian equities ended mostly lower, with weakness in Greater China markets and South Korea. Markets remain focused on concerns over weakening economic indicators and rising inflation expectations. President Trump signed a memorandum directing CFIUS to restrict Chinese investment in strategic US sectors and further tightened curbs on US investment in sensitive Chinese technology. Meanwhile, attention is on potential China tariff increases, with reports suggesting higher duties on Chinese steel. In Europe, Germany’s election outcome provided mild support to risk appetite as the center-right CDU/CSU bloc secured the largest share of the vote. Elsewhere, discussions over a US-Ukraine minerals deal are ongoing.
Companies Mentioned: Hon Hai, Honda, Nissan, Mitsubishi, Tesla, Blackstone, Shein
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US equity futures are pointing to a slightly lower open today after posting negative performance on Thursday. European markets have opened mixed, following mostly higher levels in Asian markets. US exceptionalism narrative retreating following bellwether Walmart earnings and weak retail sales data, alongside Trump's latest tariff warning on pharmaceuticals, chips and wood. Focus in Europe is on PMIs. No incremental news on geopolitical front, but media highlights EU challenges if US pulls back support for Ukraine.
Companies mentioned: Nissan Motor, Tesla, Meta Platforms, KKR, Celsius Holdings
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S&P futures are down (0.24%) as of now, pointing to a slightly lower open. Asian equities closed broadly weaker today. Profit-taking in Hong Kong tech names and speculation of a hawkish BOJ weighed on sentiment. European markets are mostly firmer in early trades, recovering from Wednesday’s steep declines.
Companies Mentioned: General Motors, Schlumberger, Matthews International
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S&P futures are up +0.08% as of now, pointing to a marginally higher open as markets weigh the upcoming FOMC meeting minutes and the potential impact of new U.S. tariffs on autos, semiconductors, and pharmaceuticals. Asian markets delivered a mixed performance on Wednesday. The Hang Seng fell slightly but saw continued gains in its tech index. European markets are mixed in early trading.
Companies Mentioned: HP Inc, Shift4, Colgate-Palmolive, X Corp (formerly Twitter)
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S&P futures are up +0.32% as of now, pointing to a higher open today. Asian markets were mostly higher on Tuesday. The Hang Seng surged +1.6%, led by gains in technology stocks, which hit a three-year high on optimism surrounding AI developments and policy support for the private sector. European equity markets are flat to slightly lower.
Companies Mentioned: H&E Equipment Services, OpenAI, Honda, Nissan
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S&P futures are up +0.1% as of now, and the U.S. markets will be closed today for Presidents' Day. Asian markets were mostly higher on Monday, and European markets are steady-to-firmer in early trading.
Companies Mentioned: Intel, Alibaba, Apple, Spotify, SHEIN, Blackstone
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US equity futures are slightly higher. European markets opened firmer and Asian equities ended mixed. Markets continue to digest the hotter-than-expected US January CPI report, which reinforced concerns that disinflation momentum has stalled, leading markets to push back expectations for the first rate cut to December from September. Meanwhile, investors remain on watch for Trump’s expected reciprocal tariff announcement, with reports indicating potential exemptions for autos and pharmaceuticals. In geopolitical developments, Trump announced that he has ordered US officials to begin peace talks with Russia and Ukraine , but noted it is unlikely Ukraine would return to its pre-2014 borders. His Defense Secretary Hegseth told a NATO summit that Ukraine has no prospect of joining the military alliance.
Companies Mentioned: Applovin, Aspen Technology, Bentley Systems, Epiroc, Alibaba, Apple
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S&P futures are indicating a slightly lower open, down (0.12%) ahead of the January CPI report. Asian markets advanced on Wednesday, with the Hang Seng leading the gains, up+2.64%, driven by enthusiasm over AI developments and Chinese property sector optimism. European markets opened slightly higher, with major indexes all edging up.
Companies Mentioned: Alibaba, Apple, Brookfield Asset Management, McDonald's
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S&P futures are indicating a slightly lower open, down (0.24%), as traders digest the escalating tariff rhetoric from President Trump, who recently imposed 25% tariffs on steel and aluminum imports with warnings of additional measures on cars, semiconductors, and pharmaceutical products in the near term. Asian markets were mixed on Tuesday. Greater China markets closed lower, as investors took profits following a six-day rally driven by AI-related optimism. European earnings season has started strong, with 69% of companies beating sales forecasts.
Companies Mentioned: Columbus McKinnon, Phillips 66, SoftBank Group
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US equity futures are higher after a weak close on Friday. European markets opened stronger following last week's gains. Asian equities ended mixed. Markets remain focused on tariffs after Trump signaled plans to announce 25 percent duties on all aluminum and steel imports, along with separate reciprocal tariffs on countries that tax US goods. He did not specify which nations would be targeted, though Germany’s Chancellor Scholz responded that Europe is prepared to retaliate immediately if tariffs are imposed on the EU. Earlier, Trump suspended the revocation of de minimis exemptions, reversing a policy shift that had impacted Chinese e-commerce firms. China’s latest tariffs on select US products took effect, but their limited scope suggests a measured response compared to US actions. Talks between Trump and China’s President Xi remain a key market focus.
Companies Mentioned: Brookfield Asset Management, Renault, Nissan Motor, Foxconn, Boeing
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US equity futures are pointing to a slightly lower open today. European markets have opened mixed, following various levels in Asian markets. US non-farm payrolls in focus, with consensus looking for step down in headline jobs growth and unchanged unemployment rate. Impact likely to be tempered as Fed rate expectations unlikely to be influenced with no change in rates expected in March's meeting.
Companies mentioned: Dun & Bradstreet, Blackstone, Nikola
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S&P futures are indicating a higher open, up +0.28%. Asian equities ended largely higher on Thursday, brushing aside trade concerns. European markets opened higher, with major indexes advancing as solid German factory orders data and easing trade tensions helped lift sentiment across the region.
Companies Mentioned: Mitsubishi Tanabe Pharma, Nissan Motor, Honda Motors, Delta
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S&P futures are indicating a lower open, down (0.5%) as concerns over global trade uncertainties and mixed corporate earnings weigh on investor sentiment. Asian markets ended mixed on Wednesday with China markets notably lower on trade tensions and weaker-than-expected PMI data. European market opened softer today as President Trump’s potential tariff threats toward the European Union remain a key risk, with markets watching closely for any developments.
Companies Mentioned: Apple, Google, Honda, Nissan, Blackrock
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US equity futures are slightly lower after a weak close on Monday. European markets opened tentatively higher following losses in the previous session. Asian equities ended mostly higher. Markets continue to react to Trump's weekend tariff announcements, which were more aggressive than expected. However, concerns eased somewhat after Mexico's President Sheinbaum confirmed a one-month postponement of tariffs on Mexico in exchange for increased border security commitments. Trump is set to speak with Canada's Trudeau and reportedly plans to call China's President Xi. Developments have fueled speculation that the tariffs may serve as diplomatic leverage rather than lasting policy changes, though reports indicate Trump is considering 10 percent tariffs on the European Union. China responded to the formal start of US tariffs with its own set of 10 percent and 15 percent duties on US energy products and launched an antitrust investigation into Google.
Companies Mentioned: KKR, Fuji Soft, Grab, GoTo, Vacasa
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US equity futures are lower after a weak close on Friday. European markets opened sharply lower but have since pared some losses. Asian equities ended broadly weaker. Markets reacted to President Trump’s decision to impose new tariffs on imports from Mexico, Canada, and China, triggering a broad risk-off move. Additional tariffs targeting chips, metals, and energy are set to take effect by 18-Feb, with Canada announcing retaliatory measures. Analysts warned that rising import costs could push inflation higher, reducing the likelihood of further Federal Reserve rate cuts. Inflation data showed no change from the prior month, while personal spending increased at a faster pace than expected. Federal Reserve officials maintained a cautious tone, emphasizing that inflation remains a concern and signaling little urgency for rate cuts.
Companies Mentioned: Sphere Entertainment, Amazon, Shein, Alibaba, PDD, eBay, Costco
