London Stock Exchange Group
July 7, 2026
The Day Ahead North America
Daily UpdateCommoditiesEquitiesRates Govt BondsEnergyInformation Technology
North American markets finished higher on July 7, 2026, driven by an AI-focused tech rally. Corporate earnings outlooks and shifting rate-hike expectations remain central to investor focus.
Key Takeaways
- 1.U.S. equity markets rallied, led by semiconductor and AI-related tech stocks ahead of the second-quarter earnings season.
- 2.Treasury yields remained stable as soft U.S. non-farm payrolls data dampened expectations for imminent Federal Reserve interest rate hikes.
- 3.Significant corporate activity includes Microsoft's 4,800-job cut restructuring and Honeywell spinoff Solstice acquiring Element Solutions for $14.5 billion.
Table of Contents
- Market Recap
- Coming Up
- Key Economic Events
- Market Monitor
- Top News
- Wealth News
- On The Radar
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Authors
Ashitha Salus
Securities
AVGOMSFT.O
Themes
Artificial Intelligence InvestmentMonetary Policy Uncertainty
Regions
North AmericaLatin AmericaUnited StatesCanadaBrazil