The Morning Bull – US Market Morning Update Thursday, Jun, 25 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.1% and Nasdaq-100 futures ahead roughly 0.5%, as investors juggle three main forces. First, US manufacturing is showing fresh strength, with the manufacturing PMI at 55.7 and the composite PMI at 52.2, which signals business activity is growing even as job numbers in these surveys soften. Second, progress in US Iran talks is taking some heat out of oil markets, which can ease fuel and transport costs. Third, attention is locked on PCE inflation data and Federal Reserve rate expectations, a combination that keeps interest rate sensitive sectors such as banks, technology and real estate firmly in focus as investors weigh which parts of the market cope best if borrowing costs stay higher for longer. With rates and inflation data in focus, it may be useful to hedge interest rate risk by concentrating on 69 resilient stocks with low risk scores. Top Movers Is Natera still a smart investment or just hype? Read our most popular narrative and get all the answers you need. NTRA 1-Year Stock Price Chart Top Losers Look past the noise – uncover the top narrative that explains what truly matters for Strategy’s long-term success. CBRS 1-Year Stock Price Chart On The Radar Earnings updates from TD SYNNEX, Darden Restaurants and FedEx sit alongside fresh Fed commentary and key Asia data. Fed Policy: Fed Barkin Speech on Sunday may clarify how policymakers view recent US PMI and PCE trends. Wholesale Tech: TD SYNNEX (Q2 results) on Thursday pre market spotlights hardware and IT spending conditions. Consumer Dining: Darden Restaurants (Q4 results) on Thursday pre market highlights full service restaurant traffic and pricing power. Logistics: FedEx Freight (Q4 results) on Thursday after the close updates freight volumes and shipment pricing. Asia Demand: Japan Retail Sales YoY (May) on Sunday offers a read on consumer spending in a major US trading partner. Use our Portfolio or Watchlist features to track market-moving events like these and get alerts for the companies you own, free! Don’t Wait For The Winners, Find Them Do not just chase headlines. Price moves like these can fade fast, so focus on solid balance sheet and fundamentals stocks screener (48 results) that pairs resilient financials with timely, real world growth stories. Ready to take control? Our stock screener lets you run custom searches that fit your style and set timely alerts so you never miss new opportunities. 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.Valuation is complex, but we’re here to simplify it.Discover if Natera might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]
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Oil prices have dropped to levels last seen before the war in the Middle East as the crucial Strait of Hormuz reopens gradually following the...
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