A-Share Pre-Market Brief | 2026-07-28 Tuesday
The most important new variable in this window is overnight US equities, and the direction is negative. On Monday the Dow was −0.59%, the Nasdaq −0.05% and the S&P −0.19%, with the Philadelphia Semico…
Starr Quant Lab · Desk Research
144 reports
The most important new variable in this window is overnight US equities, and the direction is negative. On Monday the Dow was −0.59%, the Nasdaq −0.05% and the S&P −0.19%, with the Philadelphia Semico…
Today was not risk-off, it was risk-rotation (rotation, not retreat): the Dow +0.51%, Russell 2000 +0.62%, financials +1.01% and consumer staples +1.46% all rose, but the Nasdaq was −0.18% and semicon…
The strongest catalyst is geopolitics, not earnings: the US and Iran paused mutual strikes over the weekend, Brent crude fell sharply and at one point broke below $90 — a macro positive that clears th…
This window produced no new catalyst that changes the landscape; the real variable is a "driver switch" that was already completed during the 7/27 session: at 13:30 Iran sent a de-escalation signal ("…
No reports match this filter. Reports are produced every trading day; the archive keeps accumulating.