Morning Dose #306
Neutral Jul 9, 2026
5:13
Morning Dose #306: Cautious Optimism: Narrow Breadth & The Bond Auction – Thursday 7/9/2026
- Semiconductors surge 4.4% in reflexive dip-buying ahead of Q2 earnings
- Crude falls 1.9% to $72.12, easing yields and lifting cyclicals
- PepsiCo drops 3.9% as North America weakness overshadows a beat