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DAILY BRIEF
2026-07-02 · 18:00 ICT

EQUITIES & INDICES

S&P 500
7,483
-0.22%
NASDAQ
26,040
-0.66%
Russell
3,013
-0.39%
SET
1,588
-0.29%
Nikkei
69,592
-1.19%
Hang Seng
23,119
+1.04%
FTSE
10,478
-0.18%
DAX
25,040
+0.18%

COMMODITIES

Oil WTI
$67.77
-2.92%
Gold
$4,070.40
+1.94%

MACRO CONDITIONS

Fed Funds Rate3.63%
US 10Y Treasury4.47%
CPI Index (level, not YoY%)333.98
USD Index (DTWEXBGS)120.89

TODAY'S HEADLINES

Bangchak fuels North Asia push with B9bn Caltex petrol stations dealBangkok Post
Foreigners dump Asia stocks at record pace as AI winners get crowdedBangkok Post
Shrimp farmers urge action on disease crisisBangkok Post
Panel says export boom not reaching small companiesBangkok Post

SET WATCH — CROSS-MARKET IMPLICATIONS

Oil at $68 → input cost relief for PTT, PTTEP. Watch for Hormuz/peace deal confirmation.
Fed rate at 3.63% — hawkish stance. USD strength → THB/USD pressure → watch foreign fund outflows from SET.

NEXT

What's moving the market →Find value in the SET →Check your book →

Sources: yfinance (prices) · FRED (macro) · GDELT DOC 2.0 (events) · Bangkok Post RSS · Ingestion: python3 ingestion/daily_brief.py