Markets digest another earnings-heavy session with Seema Mody recapping the day and Pippa Stevens tracking a commodities rally led by fresh gains in natural gas. HSBC’s Max Kettner weighs in on broader market positioning and global risk, before Kristina Partsinevelos and Morgan Brennan break down key earnings from Intel and Alcoa, setting the tone for cyclicals and industrials. Jay Goldberg of Seaport reacts to Intel’s results after upgrading the stock into the print. Alcoa CEO William Oplinger discusses results and outlook, followed by a look at the soaring stock of Moderna.
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