The Market Pulse
TMP Global Markets Weekly
Week of 3 July 2026
Issue No. 001
Data as of Friday close
S&P 500 7,483.24 +1.76% Nasdaq Composite 25,832.67 +2.12% FTSE 100 10,679.03 +1.63% Nikkei 225 68,733.15 -0.91% US 10-Year Treasury Yield 4.48 -0.03% Gold 4,187.30 +2.66% Brent Crude Oil 72.13 +0.19% EUR/USD 1.14 +0.72% CBOE Volatility Index (VIX) 16.59 -1.13% S&P 500 7,483.24 +1.76% Nasdaq Composite 25,832.67 +2.12% FTSE 100 10,679.03 +1.63% Nikkei 225 68,733.15 -0.91% US 10-Year Treasury Yield 4.48 -0.03% Gold 4,187.30 +2.66% Brent Crude Oil 72.13 +0.19% EUR/USD 1.14 +0.72% CBOE Volatility Index (VIX) 16.59 -1.13%
Write your weekly headline thesis here
Your 150–300 word commentary goes here. This is where you frame the week — what drove price action, what the data is telling you, and what to watch in the week ahead. Assert a view, connect the dots across asset classes, and reference the data tables below.
Global Equities Week-on-week % change
IndexPriceDay Chg%Wk Chg%
S&P 5007,483.240.00%+1.76%
Nasdaq Composite25,832.670.00%+2.12%
Dow Jones Industrial52,900.070.00%+1.97%
Russell 20002,996.110.00%-0.46%
Euro Stoxx 506,412.68+0.82%+3.07%
FTSE 10010,679.03+0.25%+1.63%
DAX25,779.31+0.78%+4.49%
CAC 408,508.07+0.39%+1.47%
Nikkei 22568,733.150.00%-0.91%
Hang Seng Index23,055.030.00%+1.69%
Nifty 5024,270.85+0.39%+0.89%
MSCI World202.650.00%+2.68%
MSCI Emerging Markets65.700.00%-2.22%
Bovespa174,554.98+1.02%+0.73%
Volatility
IndexValueDay ChgWk Chg
CBOE Volatility Index (VIX)16.59+0.14-0.19
MOVE Index66.79
US Yield Curve
TenorYieldWk Δ
3M3.85%0bp
1Y4.00%-4bp
2Y4.17%-7bp
5Y4.24%-5bp
10Y4.48%-3bp
30Y4.97%+2bp
10Y–2Y Spread31bp+4bp
Short-Term Rates
RateValueWk Δ
Federal Funds Effective Rate (US)3.630%0.0000.000
SOFR (USD)1.249%+0.000+0.001
SONIA (GBP)3.731%-0.001+0.002
Euro Short-Term Rate (€STR)2.183%0.000+0.002
Credit Spreads
InstrumentOASWk Δ
US IG Credit Spread0.75%+1bp
US HY Credit Spread2.75%+9bp
Euro HY Spread2.71%+15bp
Euro IG Spread1.23%+5bp
EM Corporate Spread1.47%+7bp
FX Rates
PairRateWk Chg%
AUD/USD0.6940+0.57%
USD/BRL5.1667-0.53%
USD/CHF0.8034-0.88%
USD/CNY6.7680-0.32%
EUR/CHF0.9190-0.21%
EUR/GBP0.8565-0.56%
EUR/USD1.1443+0.72%
GBP/USD1.3357+1.28%
USD/HKD7.8434+0.05%
USD/INR95.2000+0.85%
USD/JPY161.2950-0.32%
USD/KRW1,529.6801-1.09%
USD/MXN17.4700-0.23%
NZD/USD0.5710+1.18%
USD/ZAR16.2151-1.73%
Commodities
AssetPriceWk Chg%
Aluminum3,265.00-11.70%
Brent Crude Oil72.13+0.19%
WTI Crude Oil68.78-0.65%
Gold4,187.30+2.66%
Copper6.22+1.34%
Coffee315.65+10.08%
Henry Hub Natural Gas3.24+0.43%
Silver62.81+6.08%
Dutch TTF Natural Gas44.25+8.50%
Corn425.00+2.97%
Soybeans1,131.75+0.49%
Wheat590.50+2.12%
Stocks to Watch Macro proxies
NameThemePriceDay%Wk%
TSMCSemis / Taiwan risk2,465.000.00%+5.34%
AlibabaChina consumer96.140.00%+1.40%
Berkshire HathawayBroad economy507.780.00%+1.83%
JPMorgan ChaseUS financials334.470.00%+1.65%
Eli LillyGLP-1 theme1,213.910.00%+0.48%
NvidiaAI capex194.830.00%+1.19%
Novo NordiskEurope pharma50.430.00%+4.91%
Rolls-RoyceUK defence1,504.20+1.97%+6.97%
TeslaRisk sentiment393.450.00%+3.62%
ExxonMobilEnergy demand137.090.00%+0.40%
Data sourced from Yahoo Finance and FRED (Federal Reserve Bank of St. Louis). All figures as of Friday market close. The Market Pulse is produced independently for educational and informational purposes. Nothing contained herein constitutes investment advice or a solicitation to buy or sell any security.