US futures are pointing to a slightly higher open today. Europe equity markets have opened with some steep losses, following notably lower levels in Asian markets. Markets are reacting to Trump's insistence that 25% tariffs on Mexico and Canada products would go ahead next week, while China would see a further 10% tariff on all goods. Big selloff in Asian equities as a result. Starmer-Trump talk also did not lead to concrete guarantees on Ukraine.

Companies mentioned: Alkami Technology, Seacoast Banking, Stronghold Digital Mining

US equity futures are firmer. European markets opened lower, and Asian equities ended mixed. Markets remain focused on trade policy after Trump confirmed a 25 percent tariff on EU imports, specifically targeting autos, and stated that Canada and Mexico tariffs would take effect on April 2, contradicting earlier reports of a March start. Meanwhile, he softened his stance on China, and declined to commit to defending Taiwan in the event of a Chinese invasion. UK Chancellor Reeves stated that the government is seeking to boost trade with the US as it attempts to avoid potential tariffs. US new home sales dropping much more than expected in January, adding to signs of weakness in the housing market.

Companies Mentioned: Seven & i, Triumph Financial, Moderna

Following lower closes on Monday and Tuesday, S&P futures are indicating to a higher open today, up +0.45%. Asia markets ended mixed on Wednesday. The Hang Seng surged over +3%, hitting nearly three-year highs, fueled by a rally in Chinese technology stocks after DeepSeek reopened its core programming interface. However, Japan, Australia, and Singapore indices all ended slightly lower. European markets opened higher today, supported by strong earnings reports, though trade-related uncertainty remains a key overhang.

Companies Mentioned: Nvidia, Arthur J. Gallagher, Flywire, Light & Wonder

Following lower closes yesterday, S&P futures are still pointing to a softer open today, down (0.13%). Asian markets were firmly lower on Tuesday, with the Nikkei dropping (1.4%) as it hit the lower end of its five-month trading range. The Hang Seng fell (1.3%) but saw mid-morning dip buying in tech stocks, supported by mainland inflows. European markets opened mixed but are edging higher, while bond yields are finding support amid safe-haven buying.

Companies Mentioned: Apple, Thermo Fisher Scientific, Solventum Corp, Starbucks

US equity futures are higher after a sharp selloff on Friday. European markets opened mixed, with gains in Germany following its election outcome. Asian equities ended mostly lower, with weakness in Greater China markets and South Korea. Markets remain focused on concerns over weakening economic indicators and rising inflation expectations. President Trump signed a memorandum directing CFIUS to restrict Chinese investment in strategic US sectors and further tightened curbs on US investment in sensitive Chinese technology. Meanwhile, attention is on potential China tariff increases, with reports suggesting higher duties on Chinese steel. In Europe, Germany’s election outcome provided mild support to risk appetite as the center-right CDU/CSU bloc secured the largest share of the vote. Elsewhere, discussions over a US-Ukraine minerals deal are ongoing.

Companies Mentioned: Hon Hai, Honda, Nissan, Mitsubishi, Tesla, Blackstone, Shein

US equity futures are pointing to a slightly lower open today after posting negative performance on Thursday. European markets have opened mixed, following mostly higher levels in Asian markets. US exceptionalism narrative retreating following bellwether Walmart earnings and weak retail sales data, alongside Trump's latest tariff warning on pharmaceuticals, chips and wood. Focus in Europe is on PMIs. No incremental news on geopolitical front, but media highlights EU challenges if US pulls back support for Ukraine.

Companies mentioned: Nissan Motor, Tesla, Meta Platforms, KKR, Celsius Holdings