Markets Open · No. 067 · Published 9:31 AM ET
Make sense of the market, every morning.
← Issue 066 Issue 067
01

Three Things to Know

1

JOLTS job openings land today

The first of three labor readings this week. A big drop would revive rate-cut bets; a strong number could cool this rally fast.

2

Gold breaks out to $4,123, up 2.2%

Rising with stocks is rare and signals big money hedging against inflation or a weaker dollar even as they chase gains.

3

Bezos files to sell $4 billion in Amazon

The shares fell on the news. Insider selling this large doesn't sink a company, but it's a headwind Amazon holders should note.

02

Markets at a Glance

Composite Risk Score
5.5/10
Moderate · Stable Conditions
S&P 500+0.51%
7,640
5-day trend
NASDAQ+0.80%
26,120
5-day trend
10Y YIELD-0.58%
4.66%
5-day trend
VIX-1.83%
15.57
5-day trend
DOW JONES
53,957
+1.46%
RUSSELL 2K
GOLD
4,123
+2.21%
OIL WTI
77.56
-3.46%
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03

World Markets

North America
S&P 5007,639.51+0.51%
Nasdaq26,120.24+0.80%
Dow Jones53,956.73+1.46%
Oil (WTI)77.56-3.46%
Gold4,122.80+2.21%
10Y Yield4.66%-0.58%
VIX15.57-1.83%
USD Index99.99+0.03%
Europe
FTSE 10010,898.47+0.38%
DAX26,174.20+0.66%
CAC 408,637.76+0.28%
Euro Stoxx 506,477.43+0.79%
Asia
Nikkei 22563,957.53+0.32%
Hang Seng25,852.92-0.60%
Shanghai3,822.28+0.33%
04

The Big Picture

Stocks pushed higher across the board, with the Dow leading at +1.46% and the S&P 500 up 0.51% to a fresh 7,639. The mood is calm and slightly greedy. The VIX, Wall Street's fear gauge, slipped to 15.6, well below its long-run average. McDonald's beat earnings, tech names like AMD and CoreWeave grabbed headlines, and the 10-year Treasury yield eased to 4.66%. Lower borrowing costs plus solid corporate results are a friendly combination, and traders are leaning into it.

The standout move is in gold, up 2.21% to $4,123 while oil dropped 3.46%. Gold rising alongside stocks is unusual and worth watching. It suggests some big buyers want a hedge even as they chase the rally, often a bet on future inflation or a weaker dollar down the road. Oil's slide points to softer demand expectations. The opportunity: if Friday's jobs report comes in soft, rate-cut hopes grow and this rally has more fuel. The risk: a hot number reverses the whole setup.

05

Story of the Day

Yahoo Finance

BellRing Brands cuts earnings forecast amid inventory issues

BellRing Brands, the company behind Premier Protein shakes and bars, cut its profit forecast because it built up too much inventory that isn't selling fast enough. For everyday investors, it's a small warning sign that even health-focused snack brands are hitting demand limits. When a company overstocks and lowers guidance, the stock usually gets punished, and it hints shoppers are pulling back.

06

More Headlines

07

Coming Up This Week

TUE
4
10:00 AM ET
JOLTS Job Openings ★★
A sharp drop revives rate-cut bets; strength could stall the rally
WED
5
SMR Earnings ★★
Watch guidance for signs of how demand is holding up
10:00 AM ET
ISM Services PMI ★★
Services drive the economy; a miss here rattles the growth story
THU
6
8:30 AM ET
Jobless Claims ★★
Any uptick is the first crack in the labor picture
FRI
7
8:30 AM ET
Jobs Report (NFP) ★★★
The week's main event; a soft number feeds rate-cut hopes
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