EUR/USD — Dollar Data Pressures Euro Key Highlights Market Overview EUR/USD remains under pressure after Monday’s decline, stabilizing near the 1.1813 zone as robust US manufacturing data reinforced Dollar strength. The ISM Manufacturing PMI’s jump back into expansion territory challenges the recent “US slowdown” narrative and provides fresh fundamental backing for the Greenback. However, the […]
S&P 500 — Risk Appetite Returns Key Highlights Market Overview US equities extended their rebound, with the S&P 500 reclaiming and holding above the 7,000 psychological level. The move signals that investors view Friday’s precious metals collapse as a localized event rather than a systemic shock. Stronger-than-expected manufacturing data reinforced confidence in earnings resilience, even
What the Warsh Nomination, Dollar Rebound, and Market Pullbacks Mean (February 2–6, 2026) Fremora | Market clarity without complexity This week was not driven by earnings beats, economic surprises, or technical levels.It was shaped by something more fragile: confidence in policy direction. Markets reacted sharply after President Donald Trump nominated Kevin Warsh as the next
What Big Tech, AI Spending, and a Pharma Leader Reveal This Week Fremora | Market clarity without complexity This week is not about macro surprises or policy shocks.It is about proof. With markets near highs and optimism already priced in, attention turns to a familiar but decisive question: are companies delivering results that justify current
EUR/USD — Fed Pressure Caps Euro Key Highlights Market OverviewEUR/USD consolidates near 1.1932 as markets absorb President Trump’s unprecedented public assault on Federal Reserve Chair Jerome Powell. While the Dollar Index rebounded slightly to 96.20, the recovery appears technical rather than structural, with political pressure on monetary policy credibility remaining the dominant narrative. Trump’s demand
S&P 500 — AI Doubts Weigh Key Highlights Market OverviewThe S&P 500 retreats to 6947 after failing to sustain a breakout above 7,000. Microsoft’s earnings shock reignited concerns over AI return timelines, dragging the software sector into bear-market territory and undermining broader sentiment. Despite strength in select names like Meta, the index remains vulnerable as
EUR/USD — Dollar Recovers After Fed Shock Key Highlights Market Overview EUR/USD consolidates near 1.1963 after retreating from multi-year highs as the Dollar stabilizes following the Federal Reserve’s policy decision. The pullback reflects a shift in expectations after the Fed signaled less urgency to ease, while Treasury Secretary Bessent reaffirmed a strong-dollar stance to counter
STOCKS (S&P 500) — Record Test Meets Resistance Key Highlights Market Overview US equities pause after briefly breaking the 7,000 milestone as investors digest the Fed’s firmer stance and rising Treasury yields. While AI-driven demand and strong semiconductor fundamentals continue supporting long-term optimism, the inability to hold above record levels suggests short-term consolidation as markets
EUR/USD — Euro Near 1.2000 as “Sell America” Takes Control Key Highlights Market Overview EUR/USD extends its rally and consolidates just below 1.2000 as the “Sell America” narrative dominates cross-asset positioning. Dollar weakness remains the primary driver, supported by softer employment momentum and persistent geopolitical uncertainty tied to US–Europe tensions. With the Fed decision ahead,
STOCKS (S&P 500) — Breaks Above 7,000 as AI Narrative Dominates Key Highlights Market Overview US equities continue to grind higher, with the S&P 500 breaking above 7,000 as investors focus on AI-linked earnings momentum rather than currency stress. Big Tech anticipation remains the engine, supported by expectations around capex and monetization signals. The Fed
