Morning Brief

Jun 03 · 9:00 AM EDT

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Global markets showed mixed moves overnight with a surge in the Nikkei contrasting declines in European and Hong Kong shares amid fresh US-EU tariff tensions. Oil and gold advanced on tightening supply concerns, while after-hours earnings saw ULTA beat expectations and PANW meet them; the signal refresh highlighted new contrarian entries and shifts in megacap rankings.

International Markets

IndexPriceChange
Nikkei 22568,402.13+2.50%
FTSE 10010,338.92-0.33%
DAX24,886.03-0.95%
Hang Seng25,633.21-1.56%
Shanghai4,083.97+0.22%

Cross-Asset Moves

10Y Yield

4.49%

+0.04

Gold

$4,489.60

+0.01%

Oil (WTI)

$96.07

+2.46%

Bitcoin

$66,982.00

+0.42%

USD Index

99.45

+0.23%

HYG

$79.90

+0.08%

After-Hours Earnings

SymbolEPSEst.Surprise
PANW(AMC)$0.85$0.81+4.78%
ULTA(AMC)$7.74$7.00+10.60%

Signal Refresh

Contrarian: 4 new in top 20 · e.g. SJM, MAT
View signals ›
Megacap: 13 rank changes today
View signals ›

Current Headlines

Today's Events

Economic Calendar

EventForecastPrevious
ADP Nonfarm Employment Change (May)118K105K
Fed Vice Chair for Supervision Barr Speaks
S&P Global Composite PMI (May)51.751.7
S&P Global Services PMI (May)50.951.0
Factory Orders (MoM) (Apr)4.6%1.5%

Earnings Today

SymbolEPS Est.Rev. Est.
AVGO(AMC)$2.45$22.7B
CRWD(AMC)$1.09$1.4B
MDT(BMO)$1.56$9.7B
VEEV(AMC)$2.17$871M
LULU(AMC)$1.72$2.5B

Focus today centers on ADP Nonfarm Employment Change, Fed Vice Chair Barr's speech, and earnings from AVGO, CRWD, MDT, VEEV, and LULU.

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