The Morning Bull - US Market Morning Update Tuesday, Jul, 7 2026
US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.4% and Nasdaq-100 futures ahead almost 1%, as investors respond to cooler inflation signals from Europe and easing bond yields. In Germany, June inflation sits at 2.8% for headline and 2.4% for core, meaning prices are rising but by less than economists expected, which can ease pressure on central banks to keep rates high. At the same time, the US 10 year Treasury yield is around 4.47% while oil prices are easing, a mix that can matter for everything from growth stocks and technology to energy and bank shares, leaving investors weighing whether lower borrowing costs will help offset signs of slower hiring in the US jobs market.With inflation cooling and bond yields easing, many investors are shifting toward 74 resilient stocks with low risk scores before conditions change.
Top Movers
- Credo Technology Group Holding (CRDO) surged 9.77% after fresh attention on its high speed connectivity for AI systems.
- Bloom Energy (BE) jumped 8.92% after analysts highlighted its expanded Brookfield AI infrastructure partnership and higher targets.
- Arista Networks (ANET) climbed 8.31% as investors focused on its role in AI data center networking.
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Top Losers
- Rocket Lab (RKLB) fell 7.34% after filings showed CEO Peter Beck planned to sell more shares.
- O'Reilly Automotive (ORLY) declined 6.66% amid debate over a potential cash bid for Genuine Parts' auto unit.
- AutoZone (AZO) dropped 6.38%.
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On The Radar
The next few sessions center on bond markets, inflation signals and a key earnings update from PepsiCo.
- US Treasuries: The 10 year yield near 4.47% on Tuesday is shaping risk appetite across growth stocks, banks and defensives.
- FOMC minutes: The release on Tuesday will give investors a clearer read on how the Fed is weighing inflation trends.
- PepsiCo (PEP): Q2 earnings on Thursday will spotlight consumer demand patterns across beverages and snacks globally.
- European construction PMIs: Weak June readings in France, Italy and the euro area are keeping attention on regional growth headwinds.
- Japan 10 year JGBs: Yields above 2.8% on Tuesday are keeping pressure on global rate expectations and currency markets.
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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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