The Morning Bull – US Market Morning Update Friday, Jul, 17 2026
US stock futures are slightly weaker this morning, with S&P 500 contracts down about 0.1%, as investors weigh softer US producer price data against higher bond yields and fresh trade tensions. June producer prices fell 0.3% month on month while core prices, which strip out food and energy, rose 0.2%, suggesting that factory level inflation is easing even as the cost of services inches higher. At the same time, the 10 year Treasury yield sits near 4.56% and a new 25% tariff on some imports from Brazil raises questions about supply chain costs. The key issue for investors now is whether a combination of cooling inflation and still firm borrowing costs favors rate sensitive areas like real estate and utilities, or more resilient sectors such as industrials and exporters.
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Top Movers
- Abbott Laboratories (ABT) jumped 10.71% after Q2 earnings and analyst commentary eased medtech and acquisition concerns.
- J.B. Hunt Transport Services (JBHT) gained 8.01% following stronger than expected Q2 results and a wave of price target increases.
- FedEx Freight Holding Company (FDXF) rose 7.50% after fresh analyst coverage highlighted its role in an earnings recovery for freight.
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Top Losers
- AST SpaceMobile (ASTS) fell 17.04% after a convertible notes offering and a sharp reversal following recent analyst enthusiasm.
- Nebius Group (NBIS) declined 13.90% as investors reacted to New York’s moratorium on hyperscale data centers.
- Bloom Energy (BE) dropped 13.64% following continued scrutiny over scandium supply risks and recent short seller reports.
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On The Radar
US investors face a pre market cluster of regional bank and insurance earnings alongside fresh global inflation and rate signals.
- Regional banks earnings: Fifth Third Bancorp (FITB) reports Q2 on Friday, with a focus on net interest income and deposit trends.
- Regional banks earnings: Truist Financial (TFC) Friday results will highlight loan growth, credit quality and fee income.
- Regional banks earnings: Regions Financial (RF) Friday pre market update centers on provisioning and balance sheet sensitivity to current yields.
- Insurance: Travelers Companies (TRV) Friday Q2 release emphasizes catastrophe losses and commercial pricing power.
- Global inflation watch: Canada CPI on Monday informs views on policy and complements US PPI signals for rate sensitive sectors.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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