AM Edition

    Premarket briefing for 2026-07-01

    Released 2026-07-01 17:06 UTC. This version is kept as released.

    Changed since 2026-06-30

    Newly exposed assetsMSFT, OXY, USO, WFC, XLI, XLK
    No longer in focusAMZN, AVAV, AVGO, BRSP, CALM, GOOGL, IXUS, LLY, MS, NKE, NVDA, NVTS, PEP, PGY, PLTR, ROOT, VIX
    New event typesgeopolitical, macro data, trade
    #EventTypeExposed
    1Federal Reserve Signals 2026 Rate Hike, Reversing Easing Expectations
    Sources: Stock Market Investors Just Got Bad News From the Federal Reserve (2026-07-01)
    		central bankSPY, JPM
    2Major Banks Pass Fed Stress Tests; Announce Double-Digit Dividend Hikes
    Sources: 3 Big Banks Plan Double Digit Dividend Increases After Passing Fed Stress Test (2026-07-01)
    		creditGS, WFC
    3Middle East Tensions Ease as Iran Conflict Winds Down; Oil Stocks Trimmed
    Sources: Berkshire Hathaway has 9% of its Portfolio in These Oil Stocks (2026-07-01)
    		geopoliticalUSO, OXY
    4ISM Manufacturing Expected to Show Continued Expansion in June
    Sources: Factories Hold Their Ground as Stocks Coil for a Break (2026-07-01)
    		macro dataXLI
    5Microsoft Suffers Worst Month Since 2000; June Repricing Hits 18%
    Sources: Is Microsoft’s Historic June Repricing a Unique Buying Opportunity? (2026-07-01)
    		earningsMSFT, XLK
    6Apple Lobbies U.S. for Clearance to Buy Memory Chips from China's CXMT
    Sources: Could Apple’s China Play Be the Answer to Its Memory Pressure Problem? (2026-07-01)
    		tradeAAPL, MU
    Full editionTransmission paths, scenarios and how each event connects to your portfolio are in the product.Get the daily AM Edition (Desk)

    Only items that passed source verification are listed. Event descriptions are summaries of the cited reporting, not investment advice.