NAS100 soft amid strong Nvidia results and skeptical markets
Nvidia's earnings can support NAS100, underscoring AI momentum, but markets are cautious as they monitor the Middle East conflict and higher-for-longer Fed prospects.
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Nvidia's earnings can support NAS100, underscoring AI momentum, but markets are cautious as they monitor the Middle East conflict and higher-for-longer Fed prospects.
JPN225 drops as strong GDP could embolden the BoJ to hike rates to combat energy-driven inflation, but economic resilience and renewed Middle East resolution hopes support the rally.
The S&P 500’s 2026 rally has been driven largely by semiconductor stocks and AI optimism, but narrow market breadth, elevated valuations, and macro risks mean the market is increasingly dependent on chip-sector leadership
The index powers ahead as the AI tailwind persists after AMD's earnings, while hopes for a US-Iran deal rise after President Trump touted progress on negotiations.
SPX500 is riding fresh AI euphoria following Intel’s results, but the its next leg depends on this week’s Big Tech earnings - set against a daunting macroeconomic backdrop.
The S&P 500 sell-off is being driven by a surge in oil prices from escalating Middle East tensions, amplifying inflation fears, tightening financial conditions, and exposing deeper risks in private credit and AI-driven earnings expectations.
In early 2026, equal-weight stocks are outperforming mega-caps, signalling a clear rotation away from tech dominance. Broader participation suggests healthier market breadth, but the shift remains macro-dependent.
Deflation risks linger as CPI cooled in January, underscoring weak consumption, but efforts to spur demand and contain price competition are starting to make a dent.
Japan’s Nikkei 225 hit record highs as a decisive election outcome lifted political uncertainty and boosted investor confidence. The rally reflects optimism about pro-growth policy direction and a broader re-pricing of risk across markets, not just technical momentum.
HKG33 finds support after consumer prices accelerated in November, but deflation fears persist
China's leaders confirmed recent policy shifts aimed at boosting growth, focusing on higher government spending, long-term bonds, and lower interest rates. A 5% growth target is expected for next year, with more details to be revealed in March.
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