US futures are pointing to a lower open as of 04:45 ET. European equity markets had opened mixed to higher but are now largely down, having followed broad weakness in Asian markets. Geopolitics and bond yields remain the main themes. Some discussion of how atypical global macro theme dominance this earnings season is capping gains even on upside surprises. Attention also turns to key tech earnings later this week.

Companies Mentioned: Textainer, Roche, Roivant Sciences, Pfizer, Hon Hai