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- US Futures Mixed as Small Caps Outperform Tech

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- US Futures Mixed as Small Caps Outperform Tech

US Pre-Market Briefing | July 07, 2026

Market Commentary

U.S. equity futures are mixed early Tuesday as investors digest a weaker-than-expected June jobs report and escalating geopolitical tensions. S&P 500 futures edge up 0.04% while Nasdaq 100 futures dip 0.12%, pressured by semiconductor weakness, with Dow futures gaining 0.15% on defensive rotation. Small caps outperform with Russell 2000 futures jumping 0.47% as rate-sensitive sectors rebound following Friday's soft payrolls data showing just 57,000 jobs added. The labor market slowdown is weighing on sentiment, with the participation rate hitting a 50-year low outside pandemic periods, reinforcing expectations for Fed easing. However, risk appetite is being capped by Middle East tensions after reports of Iranian attacks on commercial ships in the Strait of Hormuz pushed oil prices higher. Gold retreats despite the safe-haven bid as traders reassess Fed rate path probabilities. European markets show resilience after stronger-than-expected German industrial production data (0.9% MoM vs 0.1% forecast), though ECB President Lagarde's political ambiguity creates euro volatility. Bitcoin rebounds 3% post-Trump's pro-crypto comments, while the AI trade continues broadening beyond Magnificent Seven stocks. Today's focus shifts to the U.S. trade balance (forecast -$78.3B) and FOMC member Bowman's speech for policy clues. With no major earnings scheduled, markets await fresh catalysts as the second-quarter earnings season approaches.

US Index Futures

FuturePriceChange (%)
S&P 500 Futures7,577.00+0.04%
Nasdaq 100 Futures29,629.50-0.12%
Dow Jones Futures53,506.00+0.15%
Russell 2000 Futures3,037.00+0.47%

Economic Data Released Today

TimeCurImpEventActualForecastPrevious
02:00GBMedHalifax House Price Index (MoM) (Jun)0.2%0.1%-0.2%
02:00GBMedHalifax House Price Index (YoY) (Jun)0.6%0.5%
02:00EUMedGerman Industrial Production (MoM) (May)0.9%0.1%0.2%
04:30GBMedMortgage Rate (GBP) (Jun)6.60%6.60%

Upcoming Economic Releases

TimeCurImpEventForecastPrevious
05:30GBMedBoE Financial Stability Report
05:30GBMedBoE MPC Meeting Minutes
06:30GBMedBoE Gov Bailey Speaks
07:00USMedFOMC Member Bowman Speaks
08:15USMedADP Employment Change Weekly30.75K
08:30USMedExports (May)327.10B
08:30USMedImports (May)383.00B
08:30USMedTrade Balance (May)-78.30B-55.90B
08:30CAMedTrade Balance (May)2.80B2.72B
10:00CAMedIvey PMI (Jun)59.158.2
11:00USMedNY Fed 1-Year Consumer Inflation Expectations (Jun)3.5%
11:30USMedAtlanta Fed GDPNow (Q2)
12:00USMedEIA Short-Term Energy Outlook
12:15GBMedBoE MPC Member Mann Speaks
13:00USMed3-Year Note Auction4.192%
16:30USMedAPI Weekly Crude Oil Stock-6.072M
19:50JPMedAdjusted Current Account (May)3.19T421.11T
19:50JPMedCurrent Account n.s.a. (May)4.121T3.908T
21:30AUMedBuilding Approvals (MoM) (May)-1.1%-3.4%

Earnings Today

No earnings reported today.

FX Snapshot

PairPriceChange (%)
EUR/USD1.14-0.08%
GBP/USD1.34-0.07%
USD/JPY161.90-0.10%
USD/CHF0.81+0.16%
AUD/USD0.70-0.11%
USD/CAD1.42+0.04%

Gold, Oil and Gas

CommodityPriceChange (%)
Gold4,151.30+0.21%
Silver61.34-0.28%
WTI Crude69.15+0.32%
Brent Oil72.70+0.35%
Natural Gas3.31+2.38%

Crypto

CryptoPriceChange (%)
Bitcoin$63,113.51-1.40%
Ethereum$1,775.47-1.28%

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