US Morning Update

Global markets show a mixed performance with a sell-off in Asian tech markets contrasted by European gains. Investors are focused on upcoming US payroll data and ongoing research into AI's macroeconomic and sector-specific impacts.

Key Takeaways

• 1.Ongoing tech volatility drove an 8% sell-off in Korea, with Japan also posting significant losses, contrasting with higher European equities.
• 2.AI adoption among US establishments rose to 20.6% in June 2026; while labor market impacts remain narrow, productivity gains are expected to follow a non-linear path.
• 3.June nonfarm payrolls are expected to show a 130k increase, driven by temporary seasonal factors including the World Cup.

Table of Contents

• Market Intelligence: US Morning Update
• Looking Ahead
• Performance of Global Indices
• Rating & Conviction List Changes
• Today's Events
• US Morning Call for July 2, 2026
• Notable Research not on the Morning Call
• Listening in: Webinars, Conferences & Podcasts
• Upcoming Conferences
• Webinar Replays
• Global Market Intelligence

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