Laura Romera Martinez @Hendermith: "☕📈 HENDERMITH MORNING BRIEF Thursday, August..."

Spain

☕📈 HENDERMITH MORNING BRIEF Thursday, August 6, 2026 Good morning, investors. Markets enter Thursday with optimism still supported by resilient corporate earnings and easing geopolitical tensions. The focus is now shifting away from earnings season and toward the health of the U.S. economy, with investors looking for confirmation that growth remains solid without reigniting inflationary pressures. At the same time, attention is already beginning to turn to tomorrow’s U.S. Employment Report, the week’s key macro event. 🌍 Today’s Perspective • Weekly Jobless Claims will provide another update on labour market resilience ahead of Friday’s payrolls report. • Second-Quarter Productivity and Unit Labor Costs will help investors assess whether productivity gains continue to offset wage pressures and support corporate margins. • Markets will continue digesting this week’s economic data while positioning for tomorrow’s employment figures, which could influence expectations for the Federal Reserve’s September meeting. • Investors remain focused on business quality and capital allocation as the market distinguishes companies capable of converting AI investment into sustainable long-term returns. 💭 Today’s Thought Successful investing isn’t about reacting to every economic release. It’s about understanding which data genuinely changes the long-term investment thesis—and which simply adds short-term noise. Have a great Thursday, and thank you for joining me for another HENDERMITH MORNING BRIEF. For informational purposes only — not investment advice. Laura 📡 On my radar $MSFT (Microsoft) • $GOOGL (Alphabet Inc Class A) • $VRT (Vertiv Holdings Co) • $ETN (Eaton Corp PLC) • $VUSA.NV (Vanguard S&P 500 UCITS ETF)

Not investment advice. The author may have financial interests in the mentioned instruments.