US equity futures are slightly lower after Tuesday’s gains. European markets are firmer in early trade, while Asian markets ended higher with broad gains across Greater China and Korea. US and China reached a framework to implement the Geneva consensus, though execution still requires approval from Presidents Trump and Xi. Commerce Secretary Lutnick suggested rare earth and magnet issues may be resolved through the deal, but any US export control easing depends on reciprocal Chinese moves. US-India and US-Mexico are reportedly close to interim trade deals addressing digital access and tariff relief, according to Reuters and Bloomberg. Eyes turn to Wednesday’s US CPI report, where tariffs are expected to show up in higher core inflation. Elon Musk just now said he regrets his recent comments about President Trump.

Companies Mentioned: Tesla, Lockheed Martin, Starbucks, General Mills

S&P futures slightly pointing down. European equity markets pared early loss. Asian equity markets mostly higher, with Nikkei seeing decent gains. Taiwan a notable outperformer on TSMC gains. China markets underperform. For treasuries, 10-year yields down 4bps to 4.5%. Dollar firmer. Oil up, gold down, industrial metals lower. Cryptocurrencies consolidating overnight gains. For latest update on trade talks, US and China meetings in London to extend through Tuesday after representatives from both sides met for more than six hours. Nothing substantive emerged from first day of talks with US officials describing them as fruitful. President Trump said he has received good reports from meeting though China's not easy to deal with. Export controls were a focus of talks after China and US traded criticisms of each other's curbs on rare earths and technology.

Companies Mentioned: GFL Environmental, EchoStar, Meta Platforms

US equity futures are pointing slightly up. European markets are narrowly mixed, while Asia go broadly higher, with decent gains for Nikkei and Hang Seng. Kospi extended recent post-election outperformance. For treasuries, 10-year yields stay steady at 4.5% after backing up sharply in prior session. Dollar softer, oil down, gold softer, industrial metals mixed. Attention on trade developments with US and China resuming talks in London with export licenses a key topic of discussion. NEC Director Hassett confirmed US is seeking agreement on rare earths from London talks. For its part China has taken issue with US principally over tech export controls and Huawei crackdown, which were attributed in part for Beijing maintaining its rare earths export curbs. Unclear whether the latest talks will lead to resolution of divisions between US and China, leaving fate of tariffs unknown.

Companies Mentioned: Qualcomm Inc, Alphawave IP Group, Quartzsea Acquisition Corp, Meta Platforms

US equity futures are firmer following Thursday’s mixed close. European equities opened flat, while Asian markets ended mixed with modest moves. Trump and Xi agreed to launch a new round of trade talks, though China’s readout urged the US to remove sanctions and show prudence on Taiwan. ECB cut rates by 25 bp for the eighth time, but signaled a likely pause in July. White House aides reportedly scheduled a Friday call as they seek to deescalate the feud between Trump and Musk, with both signaling openness to reconciliation. Focus turning to today’s US May employment report, where NFP is expected to rise 125K and unemployment rate expected to hold steady at 4.2%.

Companies Mentioned: Tesla, Blackrock, Peloton Interactive

US equity futures slightly weaker. European markets opened flat to slightly higher, while most Asian markets ended in positive territory with Kospi outperforming. Markets focused on trade and central bank updates. The ECB is expected to cut rates by 25 bps today amid cooling inflation. Uncertainty remains over the timing of a potential Trump-Xi call, with reports citing reluctance from China’s side. Institutional investors reportedly shifting away from US markets due to debt and trade concerns, with Europe seen as a relative beneficiary. Weaker-than-expected US ADP and ISM Services data added to Fed policy scrutiny ahead of Friday's jobs report. US fiscal concerns also back in focus, with the CBO projecting a $2.42T deficit increase from the reconciliation bill.

Companies Mentioned: NVIDIA, Amazon, Citigroup

US equity futures are little changed. European markets are firmer, while most Asian markets gained. US-China trade tensions remain in focus, with Trump-Xi call reportedly expected Friday, though no confirmation yet. China's restrictions on rare earths getting more attention with press highlighting growing concern among car makers that shortage of magnets could grind auto production to halt within weeks. Moreover, US Steel tariffs come into effect today, but a temporary 25% tariff remains for the UK until its trade deal comes into force. Korea's Lee Jae-myung won the presidential election, pledging economic stimulus and renewed trade talks. Markets also eye ECB’s Thursday meeting following soft Eurozone inflation and await US jobs data to gauge Fed’s rate path.

Companies Mentioned: BioNTech

S&P futures are pointing lower today, down (0.47%). European equity markets are firmer, following slightly weaker levels on Monday. Asian equity markets went mostly higher, with Hang Seng a notable outperformer. Overnight, US 2-year yield down 1 bps to 3.9% and 10-year down 3 bps to 4.4%. Dollar firmer, oil up, gold down, industrial metals lower. Renewed US-China trade tensions has spilled into public view with both sides accusing each other of reneging on Geneva deal. White House talking up prospects of a Trump-Xi call this week but no confirmation yet from China. Critical minerals remain source of tensions with China reportedly slow walking offer to relax rare earths curbs, a response to latest US tech curbs and revocation of Chinese student visas.

Companies Mentioned: Snowflake, Merck, Crunchy Data, MoonLake Immunotherapeutics

S&P futures are pointing lower today, down (0.5%). European equity markets are weaker. Asian markets are lower, with Nikkei, Hang Seng and Taiwan underperforming, mainland China closed for public holiday. Overnight, treasury yields went up, with the two year up 2bps and the ten year up 5bps. The U.S. dollar weaker, oil up, gold gains, industrial metals higher. Trade tensions weighing on risk appetite. US-China relations fraying a month with two sides accusing the other of violating Geneva agreement. Main disagreements revolve around US frustration at China slow walking offer of relaxing rare earths curbs and China taking issue with US at new export restrictions. On geopolitical front, China rebuked US after Defense Secretary Hegseth warned of potentially imminent Taiwan invasion. Renewed tensions come as press sources noted efforts underway to set up a Trump-Xi call in bid to move forward talks.

Companies Mentioned: Qualcomm, Alphawave IP Group, Sanofi, Blueprint Medicines, BASF

US equity futures are slightly lower after Thursday’s positive session. European markets are mostly higher, while Asian equities ended broadly weaker, with Hong Kong and Japan leading declines. US trade policy outlook clouded after Appeals Court stayed ruling that had blocked tariffs under IEEPA, leaving restrictions in place while further legal review proceeds. White House stressed alternative statutes could be used if needed, adding uncertainty to timing and process of trade decisions. US-Asia trade negotiations remain uneven: Bessent said China talks stalled and may require Xi-Trump call, while India highlighted progress and Japan prepares for next round. Tokyo inflation beat expectations, adding to market focus on BOJ tightening after Ueda reaffirmed data-driven approach this week.

Companies Mentioned: Synopsys, Seacoast Banking, Archer-Daniels-Midland

US equity futures are sharply higher after Wednesday's losses, with the S&P 500 up around 1.7%. European equity markets are firmer and Asian markets posted solid gains, particularly in Japan and South Korea. The US Court of International Trade blocked President Trump's reciprocal tariffs, adding uncertainty to ongoing trade negotiations ahead of the 9-Jul tariff deadline. Nvidia posted a $4.5B write-down tied to US export curbs and forecast another $8B impact this quarter, but left revenue guidance only slightly below consensus. The Trump administration is weighing further export restrictions targeting jet engines and semiconductor software. Secretary of State Rubio also flagged aggressive revocation of Chinese student visas. The May FOMC minutes showed officials continue to favor a cautious approach, citing uncertainty and the risk of persistent inflation amid labor market weakness.

Companies Mentioned: Tesla, GE Aerospace, Paramount Global