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

Spain

☕📈 HENDERMITH MORNING BRIEF Tuesday, August 4, 2026 Good morning, investors. Markets enter Tuesday with positive momentum after a strong start to August. Falling oil prices, easing geopolitical concerns and another solid earnings season have helped restore investor confidence, shifting the focus back to economic fundamentals and corporate execution. With most of the largest technology companies having already reported, attention now turns to the next wave of data that could shape expectations for the weeks ahead. 🌍 Today’s Perspective • Investors will closely watch the JOLTS Job Openings report for fresh signals on the strength of the U.S. labour market. A gradual cooling in hiring would be consistent with a more balanced economy. • Factory Orders and International Trade data will provide additional insight into manufacturing demand and business activity. • Earnings continue with companies such as AMD, Caterpillar, McDonald’s, Merck and Pfizer, offering a broader view of technology, industrial and healthcare trends. • Markets are already beginning to position for Friday’s U.S. Employment Report, the week’s most important macroeconomic event. 💭 Today’s Thought Markets constantly search for the next catalyst. Long-term investors focus on something more durable: owning exceptional businesses and allowing disciplined decisions to compound over time. Consistency remains one of the greatest competitive advantages. Have a great Tuesday, 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.