Episode 2026-06-04

You're listening to Seven Horns A.I. — your A.I.-powered market update. Good morning, everyone. It's Thursday, June fourth, twenty twenty-six, and we're just hours away from the U.S. market open. Overnight, Asian markets broadly pulled back, mirroring Wall Street's down session yesterday. Japan's Nikkei two hundred twenty-five index closed down one point four percent at sixty-seven thousand four hundred seventy point six nine, pressured by tech names, with SoftBank Group notably slumping eleven point two percent. Hong Kong's Hang Seng index also finished lower, down one point six percent at twenty-five thousand two hundred thirty-four point two four. Analyst sentiment for the region remains bearish, and our Japan ETF proxy is currently edging down zero point two percent in pre-market. Heading into the U.S. open, futures are presenting a decidedly mixed picture. S&P five hundred futures are down about three-tenths of a percent from yesterday's cash close, suggesting a modestly cautious start to the day. However, we're seeing a notable divergence: Nasdaq one hundred futures are under continued pressure, down roughly one point zero percent, while Dow futures are actually pointing higher, up about zero point five percent. This signals a potential rotation out of growth and technology names and into more defensive, value-oriented sectors. In Europe, markets are grappling with sticky inflation, as May C.P.I. in the Eurozone hit three point two percent, above the E.C.B.'s two perc