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US equity futures were mixed on Tuesday as the heavyweight tech sector continued to outperform more traditional sectors of the economy. Contracts for the Nasdaq and S&P 500 inched higher to new records, while those for the Dow were 100 points lower. Crude oil and fuel prices were steady at elevated levels to reflect the somewhat accepted outlook that supplies from the Middle East will not be restored soon, maintaining the inflationary backdrop. Still, strong earnings prospectives from AI software and hardware producers continued to carry stock indices since the Q1 earnings season. Hyperscalers were higher premarket after SoftBank unveiled soaring gains from its private OpenAI stake. Also, Nvidia gained 2.5% as CEO Huang surprisingly joined other tech leaders and the US delegation in their summit with China, potentially paving the way for exports of more advanced chips to China.

Tech Giants Lead US Futures

The pound fell to $1.35, its lowest since late April, after The Times reported that Health Secretary Wes Streeting is preparing to launch a leadership challenge against Prime Minister Keir Starmer. Starmer, whose cabinet has remained largely intact despite a few junior minister resignations, has reaffirmed his intention to stay in office despite pressure from several ministers and over 80 Labour lawmakers calling for his resignation following the party’s poor local election results.  At the same time, stalled US-Iran negotiations and the closure of the Strait of Hormuz have kept oil prices high, with markets pricing in nearly three Bank of England rate hikes by year-end. Investors also awaited a slew of economic data due Thursday, including first-quarter GDP.

Pound Weakens on UK Leadership Uncertainty

The UK 10-year gilt yield climbed back above 5.1%, nearing the 18-year high of 5.13% hit in the previous session, after The Times reported that Health Secretary Wes Streeting is preparing to trigger a leadership contest to oust Prime Minister Keir Starmer. The news erased earlier gains in bonds, leaving yields little changed, though this follows a 19-basis-point surge over the past two days. Starmer, whose cabinet has remained largely intact despite a few junior minister resignations, has reaffirmed his intention to stay in office despite pressure from several ministers and over 80 Labour lawmakers calling for his resignation following the party’s poor local election results. Meanwhile, stalled US-Iran negotiations and the closure of the Strait of Hormuz have kept oil prices elevated, with markets now pricing in nearly three Bank of England rate hikes by year-end.

UK Gilt Yield Back to 18-Year High on Leadership Contest Fears

Mortgage applications in the US rose by 1.7% from the previous week in the first week of May, trimming two straight periods of drops, according to data compiled by the Mortgage Bankers Association. The slight rebound took place despite continuously high borrowing costs, with benchmark mortgage rates rising to their highest in five weeks. Applications for a mortgage to buy a new home rose by 4% in the period, reflecting some traction for new residences after the stall since the start of the war in the Middle East in March. Meanwhile, applications for a contract to refinance a mortgage, which is more sensitive to short-term changes in interest rates, eased by 1%.

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