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

Spain

☕📈 HENDERMITH MORNING BRIEF Wednesday, August 5, 2026 Good morning, investors. Markets enter Wednesday with optimism after another strong session for technology and semiconductor stocks. Easing oil prices have reduced inflation concerns, while investors continue to reward companies demonstrating that AI investment is translating into tangible business growth rather than simply higher spending. The focus now shifts from earnings alone to whether the broader economy continues to support that momentum. 🌍 Today’s Perspective • ADP Employment Report will provide an early indication of U.S. labour market conditions ahead of Friday’s official employment report. • ISM Services PMI will offer a fresh reading on the strength of the U.S. services sector, the largest contributor to economic activity. • Earnings from companies including Disney, Uber and Eli Lilly will give investors further insight into consumer spending, healthcare and corporate demand. • Markets will continue monitoring Treasury yields and energy prices as they shape expectations for future monetary policy. 💭 Today’s Thought Markets will always search for the next catalyst. Long-term investors focus on something more enduring: businesses that allocate capital wisely, execute consistently and compound value through every market cycle. Have a great Wednesday, 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.