The Morning Bull - US Market Morning Update Friday, Sep, 4 2026
US stock futures are slightly higher this morning, with key contracts on the S&P 500 and Nasdaq 100 up around 0.1% to 0.2%, as investors balance easing bond pressure with mixed global growth signals. The US 10 year Treasury yield has slipped back toward 4.78%, which means borrowing costs for mortgages, credit cards and companies are a bit less intense than earlier in the week. At the same time, business activity surveys show Europe growing unevenly, while China, India and Japan report services PMIs above 51, pointing to steadier demand in Asia. The key question for investors now is whether softer yields and firmer Asian activity can support US growth focused sectors such as technology, small caps and consumer stocks, especially with tomorrow's August payrolls report potentially reshaping expectations for interest rates again.
With bond yields easing and growth signals mixed across regions, you may want to focus on assets that aim for more resilience by using 79 resilient stocks with low risk scores .
Top Movers
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Strategy (MSTR) jumped 17.56% after a price target hike and fresh bitcoin focused research coverage.
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Robinhood Markets (HOOD) gained 16.57% as fresh analyst coverage and price target increases highlighted newer business lines.
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Snowflake (SNOW) climbed 16.55% after strong Q2 results and a wave of analyst price target increases.
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Top Losers
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Ciena (CIEN) fell 10.36% after several firms revised price targets and investors weighed new FY27 commentary.
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Trip.com Group (TCOM) declined 5.11% following an analyst downgrade to Hold from Buy at HSBC.
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Charter Communications (CHTR) declined 4.77% after the company outlined an upcoming CFO transition and interim appointment.
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On The Radar
Global growth and inflation updates will share the spotlight with energy policy signals that could influence US market sentiment.
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Germany activity: Industrial Production MoMfor July on Monday will help you gauge Eurozone manufacturing momentum.
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UK housing demand: Lloyds House Price Indexon Monday gives another read on property related consumer strength.
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UK consumer spending: BRC Retail Sales Monitor YoYon Monday tracks retail volumes that link into global goods demand.
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Japan growth pulse: Q2 GDP finalon Monday shapes views on Asian demand and global trade exposure.
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OPEC policy watch:The OPEC calendar updateon Sunday keeps attention on future oil supply and energy costs.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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