US futures are indicating a slightly lower open today. European equity markets are mostly higher, following Asian markets that ended mixed overnight. Rising yields following the jobs report have pressured equities, reflecting a more hawkish Fed outlook, though optimism around Q3 earnings persists as big banks report on Friday. However, concerns remain over potential escalation in the Middle East, with Israel considering strikes on Iranian energy infrastructure, and uncertainty surrounding the US presidential election.

Companies Mentioned: Rio Tinto, Arcadium Lithium, Alphabet, Newmon, Zijin Mining Group