
Thursday saw U.S. stocks climb, the Dow taking the lead as upbeat earnings fueled gains. Both the S&P 500 and Nasdaq are now closing in on their strongest monthly rally since 2020, brushing off renewed worries around oil and inflation.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A surprise around the 0.10 forecast could shift the morning growth narrative and influence Treasury yields and the dollar before the opening bell.
The day’s largest scheduled equity report can move PDD and the broader China-internet / e-commerce complex through revenue growth, margins and Temu commentary.
Deliveries, margin progression and spending on AI-enabled mobility can affect U.S.-traded Chinese EV names and related technology suppliers.