| Monday morning futures are flashing green, suggesting a strong start to the week — but let's not get carried away just yet, as markets so far this year have been anything but stable. And last week was no exception. | Do recall that last week, arguably deemed a rollercoaster, Wall Street still managed to walk away with their head held high. | All three major US indices closed the week up more than 2%, with the Dow's dramatic close above 50,000 for the first time ever. 📈 | Iconic moment, sure, but we're far from invincible. | That said, so far things are looking good, especially after Asia gave markets another confidence boost overnight. | This was led by Japan's Nikkei 225, which surged nearly 5% after Prime Minister Sanae Takaichi's party secured a decisive election victory, signaling continuity, stability, and (most importantly for investors) market-friendly policies. | US markets tend to like a calm, cooperative Japan, and history shows strong Nikkei moves often spill over into improved risk sentiment on American turf. 💵 | However, analysts are saying don't count your chickens too soon. 🚩 | This week is good be a busy one, with several market-moving data reports coming out, starting with the long-delayed January jobs report on Wednesday. | Expectations are already "meh" after weak ADP numbers, meaning a surprise in either direction could swing both bonds and equities fast. | Add retail sales on Tuesday and January CPI inflation on Friday, and suddenly the Fed narrative is back in full focus too. | And since inflation and employment remain the two biggest markers for rate expectations… well… 💣📊 | With the market already pricing likely interest-rate cuts later this year, any sign of persistent inflation or unexpected labor strength could quickly flip the table — especially after such a strong rebound. 📉 | Of course, we also have earnings. 😮💨 | Big names reporting this week include Cisco, which could paint a clearer picture about AI infrastructure demand. We'll also hear from Coca-Cola, McDonald's, Ford, T-Mobile, Shopify, and several major pharma players. | Coca-Cola and McDonald's specifically will be closely watched for pricing power and demand trends. |
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