Financial Market Preview - Monday 4-May

Financial Market Preview - Monday 4-May

From FactSet U.S. Daily Market Preview by FactSet

May 4, 2026 · 6 min · Season 7 · Episode 83

About this episode

The episode discusses the current state of US equity futures, recent market gains, and key economic factors influencing the financial landscape.

US equity futures are slightly higher with S&P up. Comes after S&P and Nasdaq both recorded fifth straight weekly gains, ending at fresh closing highs on Friday. Bonds mixed. US10Y is little changed while bund up 2 bps to 3%. Crude is lower with WTI near $100/bbl and Brent near $107. Gold and silver are weakening. Bitcoin is gaining near one-week high. Peak week of Q1 earnings season put the focus on a very favorable corporate profit backdrop. Massive AI compute and related infrastructure demand dominated the narrative after providing a big tailwind for the market in recent weeks with growth and momentum factors meaningful outperformers. Also we see some renewed focus on the US-Iran stalemate, with reports that Tehran has forwarded a new peace proposal, which helped ease another big week of crude gains though Trump said he's "not satisfied". Companies mentioned: AMAT, EBAY, TTAM

People in this episode

Host: FactSet

Topics covered

  • financial markets
  • equity futures
  • corporate profits
  • AI demand
  • crude oil
  • earnings season
  • US-Iran relations

Keywords

  • US equity futures
  • S&P
  • Nasdaq
  • crude oil
  • Bitcoin
  • Q1 earnings
  • AI demand
  • corporate profits
  • US-Iran stalemate

Mentioned in this episode

Organizations: S&P, Nasdaq, US10Y, bund, AMAT, EBAY, TTAM

Products: WTI, Brent, Gold, Silver, Bitcoin

Places: US, Iran

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