September 23, 2025 S&P futures are little changed Tuesday after U.S. equities extended record highs on Monday, led by gains in big tech (NVDA, AAPL, TSLA). Treasuries firmed with yields down ~2 bp, while the dollar slipped 0.1%, gold rose 1.2%, Bitcoin added 0.2%, and WTI crude gained 0.6%. Macro focus today is on U.S. […]
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September 9, 2025 U.S. equities are up slightly after Monday’s modest gains, led by semis, software, Mag 7, China tech, asset managers, and retail, while defensives (utilities, pharma/biotech, food/beverage) and cyclicals (energy, steel, transport, insurers) lagged. Treasuries are weaker with curve steepening (yields +1–3 bp). Dollar -0.2% as yen rallies on hawkish BoJ. Gold +0.4%,
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