U.S. Pre-Market Check — July 15, 2026

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One-sentence takeaway: U.S. futures point to a constructive open, extending the global risk recovery now in its fourth day since last week’s Korea selloff.

Pre-Market Pulse

• Nasdaq 100 futures (NQ): +0.57% — mild positive, continuing the constructive overnight tone

• S&P 500 futures (ES): +0.23% — steady, no reversal signals

• Dow futures (YM): +0.14% — modestly higher

• Russell 2000 futures (RTY): +0.29% — small-cap participation intact

Semiconductor & Tech Signal

Tuesday’s U.S. regular session (July 14 close) ended with broad semiconductor strength:

• SOXX +2.58% — semiconductor ETF rallied across the board

• SMH +2.51% — semiconductor equipment and manufacturing sector strong

• NVDA +4.06% — AI leader led the recovery

• MU +4.92% — memory chip strength, positive read-across for Korean memory makers

• AMD +2.57%, ASML +2.87%, AVGO +1.32% — broad-based

• TSM -0.28% — only modest laggard

• EWY +5.33% — Korea ETF surged, reflecting Monday’s V-shaped recovery in Seoul

Macro Snapshot

• VIX 16.10 (-2.42% from prior close) — fear gauge firmly below 17, confirming no systemic stress

• 10-Year Treasury Yield 4.561% (-0.52%) — rates easing, risk appetite supportive

• U.S. Dollar Index 100.84 (-0.08%) — dollar stable, supportive for emerging markets

• WTI Crude $80.13 (+1.00%) — oil stable below the $82 stress threshold

• Gold $4,071 (flat) — no flight-to-safety demand

Korea Link

Wednesday’s KOSPI session closed at 7,284.41 (+6.24%), confirming the crash exhaustion pattern now in its fourth day. Foreign investors recorded a net inflow of over 23 trillion won, with program buying exceeding 16 trillion won — structural demand that overwhelmed any profit-taking. The U.S. session tonight is expected to follow the constructive tone set by Asian and European markets.

Next Check: 23:40 KST (First Hour Confirmation)

At the 23:40 KST checkpoint (10:40 AM ET), we will confirm whether the pre-market tone carried into the regular session. Key thresholds:

• QQQ +0.5% or higher with SOXX/SMH +0.5% or higher → constructive read confirmed

• QQQ turns negative with SOXX/SMH -0.5% or lower → pre-market fade, cautious read

• VIX above 18 → fear re-emergence, downgrade confidence

This is a market observation note, not investment advice. Data is sourced from public market feeds and may include pre-market or quote-cache values. All forward-looking statements are conditional and subject to change. No trading or order execution is implied.