📊 Daily Market Pulse

Generated August 4, 2026 7:30 AM ET

Market Closed

AI Morning Briefing

Equities rallied solidly across all major indices, with the Nasdaq 100 leading gains at +1.78% while the S&P 500 and Dow Jones each climbed over 1.3%. The broad-based advance suggests risk appetite is returning despite the Fear & Greed Index sitting at extreme fear levels, and Bitcoin's +1.60% move confirms crypto participation in the rally. Oil fell 1.49% as equities rose, while the 10-year yield held steady near 4.69% with inflation cooling to 3.73% and jobless claims stable at 4.20% unemployment.

Watch today: Monitor whether the VIX remains subdued below 16 and if the fear gauge reverses higher on profit-taking, as the rally's sustainability depends on whether institutional demand can sustain momentum without fresh economic catalysts.

📈 US Market Futures
Dow Jones (YM=F) $53,734.00 (+254.00, +0.47%)
S&P 500 (ES=F) $7,644.75 (-0.25, -0.00%)
Nasdaq 100 (NQ=F) $29,153.00 (+149.50, +0.52%)
Russell 2000 (RTY=F) $2,997.50 (+5.90, +0.20%)
💎 Magnificent 7
Apple (AAPL) $303.42 (-0.13, -0.04%)
Microsoft (MSFT) $487.65 (+3.67, +0.76%)
Amazon (AMZN) $284.02 (+4.42, +1.58%)
Alphabet (GOOGL) $373.51 (+2.62, +0.71%)
Meta (META) $590.24 (+0.82, +0.14%)
Tesla (TSLA) $322.08 (-0.68, -0.21%)
Nvidia (NVDA) $206.64 (-0.16, -0.08%)
📊 Sector Performance
Homebuilders (XHB) $106.36 (+0.36, +0.34%)
Regional Banks (KRE) $77.06 (+0.20, +0.26%)
Utilities (XLU) $44.36 (+0.06, +0.14%)
Communication Services (XLC) $111.34 (+0.05, +0.04%)
Real Estate (XLRE) $45.18 (+0.01, +0.02%)
Energy (XLE) $58.79 (-0.01, -0.02%)
Materials (XLB) $51.01 (-0.01, -0.02%)
Consumer Staples (XLP) $84.86 (-0.06, -0.07%)
Industrials (XLI) $183.16 (-0.15, -0.08%)
Biotech (XBI) $147.31 (-0.20, -0.14%)
Semiconductors (SMH) $545.46 (-4.04, -0.74%)
🪙 Cryptocurrencies
Bitcoin (BTC) $63,719.00 (+1.60% 24h)
Ethereum (ETH) $1,865.89 (+0.90% 24h)
Solana (SOL) $73.58 (+1.30% 24h)
Ripple (XRP) $1.07 (+0.40% 24h)
Cardano (ADA) $0.19 (+4.30% 24h)
Fear & Greed 25 – Extreme Fear
⛽ Energy
US Avg Gas (regular) $4.096/gal EIA week ending 2026-07-27
US Avg Diesel $5.313/gal EIA week ending 2026-07-27
Crude Oil (WTI) $79.98 (-1.21, -1.49%)
🥇 Metals
Gold (GC=F) $4,111.50 (+3.30, +0.08%)
Silver (SI=F) $59.11 (+0.20, +0.34%)
💱 Currencies
USD/JPY ¥157.71 (+0.35, +0.22%)
EUR/USD 1.1523 (+0.00, +0.10%)
🏦 Bonds & Interest Rates
US 2-Year Treasury 3.700% (+0.018, +0.49%)
US 10-Year Treasury 4.686% (-0.059, -1.24%)
30-Year Mortgage Rate 6.66% (+1.22pp MoM)Freddie Mac weekly average
🔮 Polymarket — BTC
What price will Bitcoin hit in 2026 $60K @ 82.0% (+1.5pp vs prev)next: $70K @ 68.5% · vol $263K/24h · ends 2027-01-01
What price will Bitcoin hit in August $62K @ 84.5% (+14.5pp vs prev)next: $65K @ 82.5% · vol $611K/24h · ends 2026-09-01
When will Bitcoin hit $150k $150K @ 3.8% (+0.3pp vs prev)vol $1K/24h · ends 2027-01-01
🎲 Kalshi — BTC
How high will Bitcoin get in 2026 $100K @ 13.5% (+1.0pp vs prev)next: $110K @ 7.5% · vol $3K/24h · ends 2027-01-31
Bitcoin price at the end of 2026 $60K-$65K @ 13.2% (-0.2pp vs prev)next: $65K-$70K @ 12.7% · vol $151K/24h · ends 2027-01-01
When will Bitcoin hit $150k Before January 2027 @ 3.5% (+0.0pp vs prev)next: Before September 2026 @ 0.5% · vol $6K/24h · ends 2027-01-31
Will Bitcoin be above $200k by 2027 $200K @ 3.5% (+0.0pp vs prev)vol $88K/24h · ends 2027-01-31
How high will BTC get in August $65K @ 79.5% (+13.0pp vs prev)next: $68K @ 44.5% · vol $108K/24h · ends 2026-09-08
🛒 Consumer Prices
Eggs, Grade A Large $2.14/doz (-2.28% MoM)BLS monthly · latest: 2026-06-01
Milk, whole $4.32/gal (+2.37% MoM)BLS monthly · latest: 2026-06-01
CPI – Food at Home (+2.92% YoY) Grocery inflation · 2026-06-01
CPI – Shelter (+3.05% YoY) Rent & housing costs · 2026-06-01
📉 Macro Economy
CPI – All Items (+3.73% YoY) Headline inflation · 2026-06-01
Unemployment Rate 4.2% (-2.33pp MoM)
US National Debt $39.77T (-69.5B DoD)US Treasury · as of 2026-07-31