February 20, 2026 Market Context U.S. equities ended mostly lower on Thursday, February 19, with defensives and energy relatively better and rate-sensitive and financial/credit-sensitive pockets mixed. Crude extended its rally on renewed Iran-risk headlines, while the dollar was modestly firmer and the long end of the Treasury curve was little changed. What Changed Today? From […]
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Tuesday, Feb 4, 2026 S&P 500 futures +0.1% early Wednesday, reversing some initial weakness after Tuesday’s pullback. The overnight setup keeps the market’s focus on AI/tech earnings (GOOGL-US tonight; AMZN-US tomorrow) and macro prints that can validate (or challenge) the “run-it-hot” growth narrative that re-emerged after Monday’s strong ISM manufacturing surprise. ADP private payrolls, ISM
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