The Morning Bull - US Market Morning Update Friday, Aug, 14 2026
US stock futures are edging higher this morning, with E-mini S&P 500 contracts up about 0.1% to 0.3%, as investors weigh fresh inflation signals against government finances. July producer prices are expected to rise 0.2%, with core PPI up 0.3%. That points to business costs that are still rising and can feed into consumer prices and borrowing costs. At the same time, the US budget deficit widened to $432b in July, as spending on Medicare, Social Security and interest on debt outpaced tax receipts. The key question now is how sectors tied to interest rates and government spending, such as financials and healthcare, will react if inflation pressures stay firm while federal borrowing grows.
With inflation and deficits in focus today, consider tightening your watchlist around 88 resilient stocks with low risk scores.
Top Movers
- Workday (WDAY) jumped 17.78% after Reuters reported that Silver Lake is in talks to acquire Workday.
- Sandisk (SNDK) climbed 13.67% following upbeat analyst commentary on long term margins and NAND demand.
- MongoDB (MDB) gained 7.87% as multiple banks raised price targets and highlighted AI related product updates.
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Top Losers
- Tapestry (TPR) fell 16.49% after Wells Fargo cut its price target following a disappointing quarter.
- Bending Spoons (BSP) declined 16.46% after criticism of steep price hikes and an Underperform downgrade.
- Cerebras Systems (CBRS) dropped 11.85% following mixed analyst reactions to results and updated guidance.
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On The Radar
Global growth and inflation signals take the spotlight over the next few sessions, with a heavy focus on Asia and North America.
- US Manufacturing Pulse: The NY Empire State Manufacturing Index on Monday will update the August factory picture.
- US Housing Check: The NAHB Housing Market Index on Monday offers a fresh read on homebuilder sentiment and buyer demand.
- Global Capital Flows: US Net Long term TIC Flows on Monday highlight foreign appetite for US assets and Treasuries.
- Japan Growth Snapshot: The Japan Q2 GDP prelim release on Sunday sets the tone for Asian trading.
- China Activity Mix: July industrial output and retail sales on Monday provide an updated gauge on Chinese demand.
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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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