Nobody really knows whether inflation will rise, but there is no ambiguity that the Fed will remain very accommodative for long.

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Tuesday started with some volatility but ended quietly when market participants found comfort in the two awaited items of the day: Jerome Powell’s speech and the US consumer confidence.

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Fundamental news are good, combining slowing infections, rising vaccinations, resilient economies and increased policy support.

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The key market move of last week was a rise in interest rates, as signs converged for a steady economic recovery from Q2.

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The key news of last week converged to set the stage for a strong recovery in the quarters ahead.

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The quick rise in global Treasury yields did not go down well with markets and stocks saw one more mixed-to-weak session.

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Yesterday was quite eventful, not so much for equities, which closed mixed to little changed depending on geographies and markets, as for bonds.

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Stocks closed on a stronger note across the EM countries, in Europe and in Japan, alongside US futures pushing to new highs on occasion of the Presidents Day holiday.

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Asian stocks are advancing, alongside US futures ticking higher on this President’s Day holiday, which sees the cash markets closed in the United States.

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Stocks closed at new all-time highs both in the United States and in the emerging markets, with the S&P 500 and the Nasdaq Composite gaining 1.2% and 1.7% and the MSCI Emerging Market Index 2.3% for the week respectively.

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Let’s start with the key number released yesterday: +1.4%. This is the US Consumer Price Index year-on-year change as of January, which is of course the main gauge of inflation.

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Let’s start with history: yesterday, Hope Probe successfully entered the orbit of Mars at 7.42 PM Dubai time.

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The second week of February started on a strong note Monday.

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As we wrote yesterday, last week was very positive for risk assets, lifting several equity indices to record highs and interest rates at a 2021 high.

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January ended with a very negative week, combining surging Covid-19 infections, delays on US fiscal stimulus and the largest de-risking from hedge funds in a decade, under attack by retail investors on the dubbed “meme stocks”.

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A strong February so far with most global indices back in the green and global equities up 2.6% year to date.

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Another positive day for global equities with a strong risk on rally.

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February has on its first trading day seen a global equity rally with lower volatility and technology once again taking leadership.

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We start February at almost the same levels for most equity indices where the year began, barring emerging markets which have risen 3% in January.

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