Swingfolio Daily — US Markets
US briefings — Tuesday, September 1, 2026
Pre-market setup and closing-bell recap for Tuesday, September 1, 2026. Observations only — no trade advice.
Tuesday, September 1, 2026
Nasdaq futures fall 1.17% as Japan's 10-year hits 3% and Hormuz strikes lift crude
S&P 500 futures traded at 7,652 at 8:40am ET on 1 September 2026, down 0.61%, while Nasdaq 100 futures fell 1.17% as a global government bond selloff pushed Japan's 10-year yield to 3% for the first time since 1996 and the US 10-year to a 20-month high of 4.79%. Unidentified projectiles struck two crude tankers in the Strait of Hormuz on Monday evening, lifting WTI 2.44% to $87.85 and putting energy at the top of the pre-market sector table at XLE.US +1.26%. NVS.US rose 6.07% after remibrutinib met its endpoints in two late-stage multiple sclerosis studies.
S&P 500 falls 0.71% to 7,631.47 as the 10-year hits 4.80% and Hormuz strikes lift crude 5.74%
The S&P 500 closed at 7,631.47 on 1 September 2026, down 0.71%, with the Nasdaq off 1.03% and the Dow off 0.79%. A fifth straight rise in the US 10-year yield to 4.80% hit the highest-multiple software names, ORCL.US -5.23% and CRWD.US -6.90%, while tanker strikes in the Strait of Hormuz sent WTI crude up 5.74% to $90.68 and left energy the best of the eleven sectors at +1.27%. After the close, DELL.US and GTLB.US rose on beats while MDB.US fell despite raising guidance.