Yearly Archives: 2026
41654156156Inflation and Consumption Take Focus as U.S. Labor Data Is Delayed
Written on February 6, 2026 at 2:43 am, by pumarketings
The Week Ahead: Week of February 9, 2026 (GMT+3) Weekly Market PreviewMarkets enter the week with a notable adjustment to the macro calendar, as key U.S. labor indicators including Nonfarm Payrolls, the unemployment rate, and average hourly earnings have been pushed back to next Wednesday. As a result, immediate focus shifts toward inflation and consumptionContinue Reading
Oil Jumps as Geopolitical Risk and Supply Tightness Reprice Markets
Written on February 5, 2026 at 7:12 am, by pumarketings
Key Takeaways: *Oil prices surged as geopolitical risk in the Middle East and tighter near-term supply conditions pushed risk premiums higher. *The sharp draw in U.S. crude inventories reinforced near-term supply tightness, amplifying oil’s upside momentum. Market Summary: Commodities saw renewed divergence, with oil prices surging sharply as geopolitical risk premiums were repriced higher andContinue Reading
Tech-Led Nasdaq Pullback Masks Broader Rotation in U.S. Equities
Written on February 5, 2026 at 7:09 am, by pumarketings
Key Takeaways: *U.S. equity weakness remains selective rather than systemic, with losses concentrated in technology while value and defensives continue to attract inflows. *The Nasdaq’s decline reflects a shift from AI euphoria to earnings discipline, as investors penalize guidance risk and concentration in AI demand. Market Summary: U.S. equities closed mostly lower on Wednesday, thoughContinue Reading
