Multi-Asset Morning Pack – 6 May 2026 – 06:30 UK
Macro tone: Risk-on overnight. Asia follows Wall Street higher, led by a powerful AI-chip rally in Korea, while oil extends losses as Trump pauses the Strait of Hormuz ship-guidance plan amid hopes of progress on Iran. The yen is stronger, crude is lower, and US futures point to a firmer open.
Asia-Pacific
- Nikkei 225: closed
- Shanghai: 4,164.204 +1.27%
- Shenzhen: 15,521.996 +2.74%
- Hang Seng: 25,952.69 +0.21%
- ASX 200: 8,765.50 +0.98%
- KOSPI: 7,327.61 +5.63%
- STI: 4,927.37 +0.14%
- NZX 50: 13,145.19 +0.84%
US Cash Close
- Dow: 49,298.25 +0.73%
- Nasdaq Composite: 25,326.13 +1.03%
- S&P 500: 7,259.22 +0.81%
- Russell 2000: 2,845.00 +1.75%
- VIX: 17.38 -4.98%
US Futures / Implied Open
- Dow futures: 49,555.0 +0.28% | implied open +150.75 pts
- S&P futures: 7,306.75 +0.27% | implied open +21.53 pts
- Nasdaq futures: 28,330.75 +0.69% | implied open +196.69 pts
- Russell futures: 2,858.1 +0.18% | implied open -7.90 pts
Top Headlines
- Trump pauses ship-guidance plan while seeking Iran deal
- Oil extends decline as Trump says “great progress” made in Iran talks
- KOSPI breaks through 7,000 as AI-chip rally lifts Korean equities
- Samsung market cap tops $1 trillion, joining TSMC in elite club
- AMD rallies after AI demand fuels stronger forecast
- US pauses Strait of Hormuz operation as Iran diplomacy continues
- Iran war live: ceasefire holds as shipping tensions remain
Bonds
- US 2yr: 3.944% +0.006
- US 5yr: 4.083% +0.012
- US 10yr: 4.426% +0.010
- US 30yr: 4.993% +0.011
Commodities
- WTI crude: 100.64 -1.59%
- Brent crude: 108.00 -1.70%
- Natural gas: 2.778 -0.36%
- RBOB gasoline: 3.6077 -0.36%
- Heating oil: 3.9884 -1.04%
FX / Crypto
- EUR/USD: 1.1733 +0.34%
- GBP/USD: 1.3587 +0.21%
- USD/JPY: 156.32 -0.94%
- USD/CHF: 0.7802 -0.31%
- AUD/USD: 0.7245 +0.91%
- BTC/USD: 81,181 +0.29%
- ETH/USD: 2,362.60 -0.70%
Bottom line: Equities are trading with a clear risk-on bias, helped by AI-chip momentum and softer oil. The key tension is whether the Iran de-escalation narrative holds; for now, lower crude, stronger Asia, and firmer US futures are setting the tone.
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