US Equities Weekly Rundown

Latest edition · August 7, 2026

US Equities Weekly Rundown 8 7 26

US equities marched to new all-time highs this week as technical pressures subsided and earnings provided a stabilizing force. Sentiment toward Tech improved, while precious metals staged a strong rally amid shifting macro expectations.

US equities saw broad-based re-grossing across sectors as the S&P 500 hit new all-time highs, with tech earnings acting as a key stabilizer. Flow data indicates net buying from hedge funds in macro and tech products, while precious metals rallied nearly 8% on dovish sentiment and currency interventions. Despite persistent dispersion in individual sectors like Consumer and Semis, the overall market tone has shifted from defensive panic to constructive, with desks favoring upside positioning in SPX via call spreads.

Key takeaways from the latest edition

• 1.The S&P 500 reached a new all-time high, supported by technical stability and stronger tech earnings.
• 2.Hedge Funds were net buyers of macro products and tech, while asset managers showed concentrated demand in tech and consumer staples.
• 3.Precious metals surged 7.9% WoW, fueled by dovish FOMC sentiment, JPY intervention, and crude price pullbacks.

What this series covers

• Portfolio Manager's Summary
• What We Are Reading and Listening to This Week
• US Shares Sales Trading
• Futures Sales Trading and Strategies
• Derivatives Sales Trading
• Micro
• Macro
• STS
• Thematic Baskets and Macro Observations
• Sector Specialists Highlights
• TMT
• Consumer
• Financials
• Healthcare
• Energy

Edition archive

• US Equities Weekly Rundown 8 7 26

  August 7, 2026

• US Equities Weekly Rundown 7 24 26

  July 24, 2026

• US Equities Weekly Rundown 6-26-26

  June 26, 2026

• US Equities Weekly Rundown 6-5-26

  June 8, 2026

• US Equities Weekly Rundown 6-5-26

  June 6, 2026

• US Equities Weekly Rundown 5-8-26

  May 10, 2026