US Treasuries
- Treasuries rallied as oil prices fell below $100 on news that the Iran war may be coming to an end soon
- 10s closed on Wednesday at 4.35 [Wednesday’s range in 10s: 4.33/4.39]
- 2s closed on Wednesday at 3.86 [Wednesday’s range in 2s: 3.835/3.915]
- 2y – 5y: + 13 bps
- 2y – 10y: + 48 bps
Intraday News Moving Markets
- ADP US April Private Employment Rose +109,000, which was below the estimate of +120,000
- On Deck Friday, 5/8/26: Non-Farm Payrolls
- Fed Speak: Fed’s Musalem Says Risks Are Shifting More Toward Inflation
- Fed Speak: Fed’s Goolsbee Warns Against Front-Running Productivity Growth
- Yen hit 10-week high, sparking speculation of intervention
- US sets Quarterly Refunding at $125 billion, in line with estimates
Commodities
- Gold rose to $4,693 an ounce [86% of its recent high of $5,417 an ounce on 1/28/26]
- Silver rose to $77.31 an ounce [66% of its recent high of $116.70 an an ounce on 1/28/26]
In the News
Upcoming Economic Releases & Fed Speak
- 5/07/2026 at 07:30am EST: Challenger Job Cuts YoY / Challenger Job Cuts Total
- 5/07/2026 at 08:30am EST: Nonfarm Productivity / Unit Labor Costs
- 5/07/2026 at 08:30am EST: Initial Jobless Claims / Initial Claims 4-Wk Moving Avg / Continuing Claims
- 5/07/2026 at 10:00am EST: Census Releases February and March Construction Spending
- 5/07/2026 at 10:00am EST: Construction Spending MoM
- 5/07/2026 at 11:00am EST: NY Fed 1-Yr Inflation Expectations
- 5/07/2026 at 01:00pm EST: Fed’s Kashkari Participates in Fireside Chat
- 5/07/2026 at 02:05pm EST: Fed’s Hammack Speaks in Fireside Chat
- 5/07/2026 at 03:00pm EST: Consumer Credit
- 5/07/2026 at 03:30pm EST: Fed’s Williams in Moderated Discussion
- 5/08/2026 at 05:45am EST: Fed’s Cook Speaks on Asset Tokenization
- 5/08/2026 at 08:30am EST: Change in Nonfarm Payrolls / Two-Month Payroll Net Revision
- 5/08/2026 at 08:30am EST: Change in Private Payrolls / Change in Manufact. Payrolls
- 5/08/2026 at 08:30am EST: Nonfarm Payrolls 3-Mo Avg Change
- 5/08/2026 at 08:30am EST: Average Hourly Earnings MoM and YoY / Average Weekly Hours All Employees
- 5/08/2026 at 08:30am EST: Unemployment Rate / Underemployment Rate / Labor Force Participation Rate
- 5/08/2026 at 10:00am EST: U. of Mich. Sentiment / Current Conditions / Expectations / 1 Yr Inflation
- 5/08/2026 at 10:00am EST: U. of Mich. 5 -10 Yr Inflation
- 5/08/2026 at 10:00am EST: Wholesale Inventories MoM / Wholesale Trade Sales MoM
- 5/08/2026 at 07:30pm EST: Fed’s Waller, Bowman, Daly and Goolsbee on Panel
- 5/11/2026 at 10:00am EST: Existing Homes Sales / MoM
- 5/12/2026 at 06:00am EST: NFIB Small Business Optimism
- 5/12/2026 at 08:15am EST: ADP Weekly Employment Change
- 5/12/2026 at 08:30am EST: CPI MoM and YoY / Core CPI MoM and YoY / CPI Index NSA and Core CPI Index SA
- 5/12/2026 at 08:30am EST: Real Avg Hourly Earnings YoY and Real Avg Weekly Earnings YoY
- 5/12/2026 at 11:00am EST: NY Fed Quarterly Report on Household Debt and Credit
- 5/12/2026 at 01:00pm EST: Fed’s Goolsbee Speaks at Greater Rockford Chamber of Commerce
- 5/12/2026 at 02:00pm EST: Federal Budget Balance
- 5/13/2026 at 07:00am EST: MBA Mortgage Applications
- 5/13/2026 at 07:00am EST: PPI Final Demand MoM and YoY
- 5/13/2026 at 07:00am EST: PPI Ex Food and Energy MoM and YoY
- 5/13/2026 at 07:00am EST: PPI Ex Food, Energy, Trade MoM and YoY
- 5/13/2026 at 11:30am EST: Fed’s Collins Speaks on US Economy
- 5/13/2026 at 01:15pm EST: Fed’s Kashkari in Moderated Discussion
Upcoming Earnings Releases for Thursday, May 7, 2026
Noteworthy Before-the-Open Earnings Releases
|
Company |
Symbol |
Earnings estimate |
|
AAON |
AAON |
$0.29 per share |
|
ACI Worldwide |
ACIW |
0.29 |
|
ACM Research |
ACMR |
0.26 |
|
Allegro Microsystems |
ALGM |
0.16 |
|
Americold Realty Trust |
COLD |
0.28 |
|
Appian |
APPN |
0.18 |
|
Arrow Electronics |
ARW |
2.92 |
|
Aspen Aerogels |
ASPN |
-0.27 |
|
Avient |
AVNT |
0.81 |
|
Barrick Mining |
B |
0.80 |
|
BCE |
BCE |
0.42 |
|
Becton Dickinson |
BDX |
2.78 |
|
Bentley Systems |
BSY |
0.36 |
|
Canada Goose |
GOOS |
0.29 |
|
Canadian Natural Resources |
CNQ |
0.76 |
|
Carlyle Group |
CG |
0.94 |
|
Cars.com |
CARS |
0.46 |
|
Charles River |
CRL |
1.94 |
|
Cheniere Energy |
LNG |
4.25 |
|
Collegium Pharmaceutical |
COLL |
1.52 |
|
Core Natural Resources |
CNR |
0.26 |
|
Cushman & Wakefield |
CWK |
0.13 |
|
Datadog |
DDOG |
0.50 |
|
Enovis |
ENOV |
0.81 |
|
EPAM Systems |
EPAM |
2.75 |
|
ESAB |
ESAB |
1.34 |
|
Esperion Therapeutics |
ESPR |
-0.03 |
|
Essential Utilities |
WTRG |
0.91 |
|
Evergy |
EVRG |
0.61 |
|
Evolent Health |
EVH |
-0.05 |
|
First Advantage |
FA |
0.21 |
|
GATX |
GATX |
2.28 |
|
Genius Sports |
GENI |
-0.07 |
|
Gibraltar Industries |
ROCK |
0.63 |
|
Gogo |
GOGO |
0.04 |
|
Grainger |
GWW |
10.21 |
|
Gray Media |
GTN |
-0.28 |
|
Green Plains |
GPRE |
-0.02 |
|
Haemonetics |
HAE |
1.27 |
|
Harmony Biosciences |
HRMY |
0.71 |
|
Hertz Global |
HTZ |
-0.72 |
|
Howmet Aerospace |
HWM |
1.11 |
|
Insight Enterprises |
NSIT |
2.37 |
|
Insmed |
INSM |
-0.96 |
|
Installed Building Products |
IBP |
1.96 |
|
International Seaways |
INSW |
2.89 |
|
Kenvue |
KVUE |
0.26 |
|
Kimbell Royalty Partners |
KRP |
0.23 |
|
Kontoor Brands |
KTB |
1.13 |
|
Krispy Kreme |
DNUT |
-0.02 |
|
Lamar Advertising |
LAMR |
1.63 |
|
Lantheus Holdings |
LNTH |
1.23 |
|
Leggett & Platt |
LEG |
0.24 |
|
LifeStance Health Group |
LFST |
0.01 |
|
Ligand Pharma |
LGND |
1.82 |
|
Lincoln National |
LNC |
1.60 |
|
Loar Holdings |
LOAR |
0.16 |
|
MACOM Technology Solutions |
MTSI |
1.07 |
|
Marcus & Millichap |
MMI |
-0.07 |
|
MarketAxess |
MKTX |
2.15 |
|
MasterCraft |
MCFT |
0.36 |
|
MAXIMUS |
MMS |
2.04 |
|
McDonald’s |
MCD |
2.75 |
|
MDU Resources |
MDU |
0.41 |
|
Millicom International Cellular |
TIGO |
1.36 |
|
N-able |
NABL |
0.09 |
|
NCR Voyix Corporation |
VYX |
0.06 |
|
NetScout Systems |
NTCT |
0.46 |
|
Nexstar |
NXST |
4.40 |
|
Nomad Foods |
NOMD |
0.18 |
|
Papa John’s |
PZZA |
0.37 |
|
Payoneer |
PAYO |
0.04 |
|
Peloton |
PTON |
0.07 |
|
Planet Fitness |
PLNT |
0.63 |
|
Playtika |
PLTK |
0.08 |
|
Primo Brands |
PRMB |
0.24 |
|
Privia Health |
PRVA |
0.07 |
|
Radware |
RDWR |
0.27 |
|
RXO |
RXO |
-0.10 |
|
ScanSource |
SCSC |
0.92 |
|
Scholar Rock |
SRRK |
-0.80 |
|
Sempra Energy |
SRE |
1.51 |
|
Shake Shack |
SHAK |
0.12 |
|
Shift4 Payments |
FOUR |
0.97 |
|
Six Flags Entertainment |
FUN |
-2.92 |
|
Somnigroup International |
SGI |
0.58 |
|
Spectrum Brands |
SPB |
1.01 |
|
Stevanato Group |
STVN |
0.10 |
|
Stratasys |
SSYS |
-0.02 |
|
Tapestry |
TPR |
1.29 |
|
Tecnoglass |
TGLS |
0.72 |
|
Trex |
TREX |
0.51 |
|
TripAdvisor |
TRIP |
-0.07 |
|
Turning Point Brands |
TPB |
0.57 |
|
Unity Software |
U |
-0.22 |
|
US Foods |
USFD |
0.81 |
|
Valvoline |
VVV |
0.34 |
|
Vericel |
VCEL |
-0.15 |
|
Vertex |
VERX |
0.16 |
|
Viatris |
VTRS |
0.50 |
|
Vital Farms |
VITL |
0.09 |
|
Vontier |
VNT |
0.80 |
|
Walker & Dunlop |
WD |
0.06 |
|
Warby Parker |
WRBY |
0.10 |
|
Xometry |
XMTR |
0.09 |
|
XPLR Infrastructure LP |
XIFR |
-0.18 |
|
Zoetis |
ZTS |
1.60 |
Noteworthy After-the-Close Earnings Releases
|
Company |
Symbol |
Earnings estimate |
|
10x Genomics |
TXG |
-$0.28 per share |
|
Affirm |
AFRM |
0.17 |
|
Airbnb |
ABNB |
0.31 |
|
Akamai Technologies |
AKAM |
1.60 |
|
Alarm.com |
ALRM |
0.60 |
|
American Healthcare REIT |
AHR |
0.47 |
|
AMN Healthcare |
AMN |
1.62 |
|
Applied Optoelectronics |
AAOI |
-0.05 |
|
Arlo Technologies |
ARLO |
0.19 |
|
Arrowhead |
ARWR |
-1.17 |
|
Artivion |
AORT |
0.03 |
|
Assured Guaranty |
AGO |
1.51 |
|
Astrana Health |
ASTH |
0.30 |
|
AvePoint |
AVPT |
0.08 |
|
Axcelis Technologies |
ACLS |
0.71 |
|
Barings BDC |
BBDC |
0.25 |
|
Bill.com |
BILL |
0.55 |
|
Block |
XYZ |
0.68 |
|
CarGurus |
CARG |
0.57 |
|
Caris Life Sciences |
CAI |
-0.03 |
|
Clean Energy Fuels |
CLNE |
-0.03 |
|
Clearwater Analytics |
CWAN |
0.16 |
|
Clearway Energy |
CWEN |
-0.44 |
|
Cloudflare |
NET |
0.23 |
|
Coinbase Global |
COIN |
0.17 |
|
Con Edison |
ED |
2.28 |
|
Concentra |
CON |
0.34 |
|
CoreWeave |
CRWV |
-0.91 |
|
Corpay |
CPAY |
5.47 |
|
Corsair Gaming |
CRSR |
0.18 |
|
Covista |
CVSA |
1.72 |
|
Crinetics Pharmaceuticals |
CRNX |
-1.22 |
|
Diodes |
DIOD |
0.35 |
|
DraftKings |
DKNG |
0.02 |
|
Dropbox |
DBX |
0.70 |
|
DXC Technology |
DXC |
0.70 |
|
Esco Technologies |
ESE |
1.84 |
|
EverCommerce |
EVCM |
0.14 |
|
Expedia Group |
EXPE |
1.41 |
|
FIGS |
FIGS |
0.01 |
|
Fortune Brands Innovations |
FBIN |
0.52 |
|
Forward Air |
FWRD |
-0.39 |
|
Fox Factory Holding |
FOXF |
0.08 |
|
FTAI Infrastructure |
FIP |
-0.42 |
|
Gen Digital |
GEN |
0.65 |
|
Genpact |
G |
0.92 |
|
Gilead Sciences |
GILD |
1.91 |
|
Globus Medical |
GMED |
0.92 |
|
GoodRx |
GDRX |
0.07 |
|
Grindr |
GRND |
0.12 |
|
Guardant Health |
GH |
-0.81 |
|
Howard Hughes Holdings |
HHH |
1.16 |
|
HubSpot |
HUBS |
2.47 |
|
ICF International |
ICFI |
1.55 |
|
ICU Medical |
ICUI |
1.75 |
|
indie Semiconductor |
INDI |
-0.06 |
|
Innodata |
INOD |
0.08 |
|
Innospec |
IOSP |
1.01 |
|
IREN Limited |
IREN |
-0.22 |
|
JFrog |
FROG |
0.21 |
|
Lyft |
LYFT |
0.05 |
|
Malibu Boats |
MBUU |
0.30 |
|
McKesson |
MCK |
11.56 |
|
Mettler-Toledo |
MTD |
8.71 |
|
Microchip |
MCHP |
0.50 |
|
Motorola Solutions |
MSI |
3.24 |
|
MP Materials |
MP |
-0.03 |
|
News |
NWSA |
0.19 |
|
nLIGHT |
LASR |
0.08 |
|
NuScale Power |
SMR |
-0.13 |
|
Olin |
OLN |
-0.69 |
|
Omada Health |
OMDA |
-0.13 |
|
Once Upon a Farm |
OFRM |
-0.32 |
|
Open Text |
OTEX |
0.92 |
|
Opendoor Technologies |
OPEN |
-0.09 |
|
OUTFRONT Media |
OUT |
0.26 |
|
PAR Technology |
PAR |
0.06 |
|
Paylocity |
PCTY |
2.58 |
|
Pembina Pipeline |
PBA |
0.53 |
|
Perdoceo Education |
PRDO |
0.79 |
|
PicS |
PICS |
0.23 |
|
Post |
POST |
1.75 |
|
Power Integrations |
POWI |
0.23 |
|
Progyny |
PGNY |
0.26 |
|
PTC Therapeutics |
PTCT |
-0.47 |
|
QuinStreet |
QNST |
0.32 |
|
Red Cat Holdings |
RCAT |
-0.12 |
|
Reinsurance Group of America |
RGA |
6.01 |
|
Republic Services |
RSG |
1.64 |
|
RingCentral |
RNG |
1.17 |
|
Rocket Companies |
RKT |
0.12 |
|
Rocket Lab USA |
RKLB |
-0.07 |
|
Sony |
SONY |
0.14 |
|
SoundHound AI |
SOUN |
-0.10 |
|
StandardAero |
SARO |
0.26 |
|
Sweetgreen |
SG |
-0.22 |
|
Synaptics |
SYNA |
1.01 |
|
Tandem Diabetes Care |
TNDM |
-0.44 |
|
Texas Roadhouse |
TXRH |
1.81 |
|
The RealReal |
REAL |
-0.01 |
|
The Trade Desk |
TTD |
0.09 |
|
Toast |
TOST |
0.27 |
|
Upwork |
UPWK |
0.27 |
|
Warner Music Group |
WMG |
0.27 |
|
Wheaton Precious Metals |
WPM |
1.23 |
|
WhiteFiber |
WYFI |
-0.27 |
|
WillScot Mobile Mini |
WSC |
0.16 |
|
Wynn Resorts |
WYNN |
1.26 |
|
Xponential Fitness |
XPOF |
0.10 |
|
Yelp |
YELP |
0.26 |
|
Ziff Davis |
ZD |
0.88 |
|
Zymeworks |
ZYME |
-0.30 |