🌅 Today's Morning Call
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S&P Futures
7,687.00
▼ -3.25 (-0.04%)
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Nasdaq Futures
29,217.50
▼ -49.50 (-0.17%)
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Dow Futures
53,656.00
▼ -24.00 (-0.04%)
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10Y Treasury
4.64%
▼ -0.07%
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US Dollar
99.00
▲ +0.02 (+0.02%)
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Bitcoin
$78,382
▼ -$144 (-0.18%)
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👀 What to Watch Today
Retail earnings are your main event today. Kohl's (KSS) raised its full-year outlook and posted improving same-store sales, yet the stock still fell after the report, a classic case of good news not being good enough for a jittery crowd.Bath & Body Works (BBWI) also lifted its annual profit forecast, powered by strong digital demand for body care and home fragrances that offset softer store traffic. The read-through here matters: consumers are still spending, but they're doing it online.
Keep an eye on Treasury yields too. The 10-year eased to 4.64% and the 30-year slipped to 5.17%, a modest cooling that could give rate-sensitive names a little breathing room today.
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Text Me the Alerts🌏 Overnight Recap
Trade tensions are back in the overnight conversation. Canada is reportedly planning retaliatory tariffs of up to 50% on U.S. imports, a headline that could ripple through industrials and consumer goods once the bell rings. Meanwhile, shipping insurance costs in the Persian Gulf are surging, a quiet pressure point for energy and logistics.In Europe, banking dealmaking is heating up. BNP Paribas (BNPQY) and South Korea's KB Kookmin are separately in talks to buy at least a 15% stake in Vietnam's Techcombank, a deal potentially worth $2 billion as strategic investors chase Southeast Asian growth.
Over in gaming, CD Projekt RED (OTGLY) said it will release a remastered Witcher 3 on September 29, ahead of a new expansion planned for next year. A nice catalyst for the studio's loyal fanbase.
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📊 Pre-Market Movers
Boston Scientific (BSX) is one to watch closely after disclosing a cybersecurity incident that disrupted its global operations, including systems used to process and ship customer orders. Any operational hit tends to spook investors, so expect volatility as the market digests the scope.Biohaven (BHVN) could catch a bid after licensing its epilepsy drug platform, including Opakalim, to SK Biopharmaceuticals in a deal worth up to $795 million. Non-dilutive cash and validation of the pipeline is exactly what small-cap biotech investors want to hear.
On the retail side, KSS and BBWI both delivered earnings beats and raised outlooks, but their divergent stock reactions will be a key tell for how demanding this market has become.
🔍 Today's Watchlist
- Kohl's (KSS): raised guidance but stock fell, watch for follow-through selling or a bounce
- Bath & Body Works (BBWI): higher profit forecast on digital strength, retail sentiment gauge
- Boston Scientific (BSX): cyberattack disrupting global operations and order shipping
- 10-year Treasury at 4.64%: yields easing, watch rate-sensitive sectors
- Biohaven (BHVN): up to $795M epilepsy drug licensing deal with SK Biopharmaceuticals
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🎯 The Morning Playbook
Today is a stock picker's session more than a macro one. With futures barely moving, the action is concentrated in earnings reactions, so focus on the quality of the report rather than just the headline beat. Kohl's raising guidance and still falling is a reminder that expectations, not results, drive price.Watch the retail complex for a broader consumer read, and keep BSX on your radar for how cyber disruptions get priced. The BHVN licensing deal is a template worth noting for biotech watchers hunting catalysts.
Stay nimble, keep your watchlist tight, and let the reactions tell you where conviction actually lies today.
📰 Further Reading
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