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

Spain

☕📈 HENDERMITH MORNING BRIEF Monday, August 3, 2026 Good morning, investors. A new month begins with markets carrying positive momentum after a strong finish to July. Robust earnings from Microsoft and Amazon helped restore confidence in the AI investment story, while investors continue to distinguish between companies that are generating tangible returns from AI and those still asking the market to wait. This week, attention shifts from earnings to the broader economy, with manufacturing data and Friday’s U.S. employment report likely to shape expectations for the Federal Reserve’s next moves. 🌍 Today’s Perspective • The ISM Manufacturing PMI will provide the first major reading on U.S. business activity in August and offer an important signal on industrial momentum. • Construction Spending will give investors another indication of investment trends across the economy. • Earnings continue after the close, with Palantir among today’s most closely watched reports as investors look for further evidence of sustained AI demand. • Markets will also begin positioning ahead of Friday’s U.S. employment report, the week’s most important macroeconomic event. 💭 Today’s Thought Every new month brings fresh headlines, but successful investing rarely starts with a new strategy. It comes from consistently applying the same disciplined process, regardless of the market environment. Have a great Monday, and thank you for joining me for another HENDERMITH MORNING BRIEF. For informational purposes only — not investment advice. Laura 📡 On my radar $MSFT (Microsoft) • $AMZN (Amazon.com Inc) • $ETN (Eaton Corp PLC) • $VRT (Vertiv Holdings Co) • $VUSA.NV (Vanguard S&P 500 UCITS ETF)

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