The Morning Bull – US Market Morning Update Friday, Apr, 10 2026
US stock futures are slightly softer this morning, with key contracts for the S&P 500 and Nasdaq 100 edging down by around 0.1%, as investors focus on inflation and energy. Markets are bracing for US March inflation at about 3.3%, with headline consumer prices expected to rise 0.9% month on month, largely tied to higher energy costs from the Iran war, which keeps the cost of living uncomfortably high. At the same time, the average 30 year US mortgage rate has eased to 6.37%, offering some breathing room for homebuyers. The core question for investors is whether higher energy driven inflation will pull interest rate expectations back up just as borrowing costs for households are starting to cool. This tension keeps rate sensitive areas such as growth stocks and housing related names in the spotlight.
With inflation and rate jitters back in focus, now may be a good time to focus on 73 resilient stocks with low risk scores before volatility picks up.
Top Movers
- Bloom Energy (BE) jumped 9.10% as investors focused on analyst commentary and on-site power opportunities.
- Nebius Group (NBIS) climbed 9.06% after bullish coverage and reports of talks to acquire AI21 Labs.
- Sandisk (SNDK) advanced 9.05% following multiple price target raises and continued interest in AI infrastructure stocks.
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Top Losers
Sharp pullbacks like these can highlight both risk and potential opportunity, so it is worth cross checking names on any personal watchlist against more resilient profiles using 73 resilient stocks with low risk scores
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On The Radar
Housing data and global central bank signals are set to guide interest rate and credit expectations.
- US Housing Demand: Existing Home Sales on Monday will help you gauge how 6.37% mortgages feed into activity.
- US Housing Momentum: Existing Home Sales MoM on Monday will show whether March activity cooled after February’s 1.7% gain.
- China Credit Pulse: New Yuan Loans for March on Monday will shape views on global credit and commodity demand.
- Australia Policy Tone: RBA Hauser Speech late Monday can influence global rate expectations and risk sentiment into Tuesday.
- UK Consumer Health: BRC Retail Sales Monitor YoY late Monday offers another read on discretionary spending as energy costs bite.
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Don’t Just Read The News, Use It
Do not let headlines be your only guide. When pockets of the market are still holding up quietly well, our research team has hand picked solid balance sheet and fundamentals stocks screener (40 results) so you can zero in on companies with durable finances and business models built to handle bumps without constant drama.
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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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