US equity futures firmer with S&P pointing up. US yield down on both short and long ends. Gilts up, dollar is softer, oil is down, gold up. Industrial metals higher. Bitcoin extends recent move back. Asia equities ended mostly higher again Tuesday and European equity markets are mostly firmer, following Monday's positive close. Market is looking through recent geopolitical developments. Strength in cyclicals, tech gains and resource stocks supporting regional equity markets. Defense stocks benefiting from geopolitics and ongoing push across Europe to ramp up defense spending. In general, sentiment positive, with leading benchmarks have been extending to new record highs on Monday. Sell-side remains optimistic on outlook amid stable macro picture, better earnings expectations.

Companies mentioned: NVIDIA, Hyundai Motor