Markets open with AUD lifted by a surprise RBA hike, Japan calming yen jitters, and a Trump–Modi trade reset, while FX shows fragile US Dollar strength ahead of key US data.

The S&P advanced to a fresh peak before running into resistance at the psychological 7000 level.

USD found more support yesterday before coming under mild pressure overnight.

Every major semiconductor end‑market segment turned positive in January for the first time in two years, but not equally so.

Ira Epstein covers the recent developments in the metal markets, noting the unwinding of a parabolic move, particularly in gold, and the subsequent volatility that persists with significant price increases in gold, silver, and platinum

The Australian dollar is rebounding strongly after the RBA raised interest rates, reinforcing the broader bullish trend and supporting the ongoing Elliott Wave impulse structure.

The collapse in silver and gold prices, along with the declines in cryptocurrencies, could be precursors to major sell-offs in stocks and bonds.

AMD’s stock soared +15% in early 2026, gaining over +100% annually as an AI chip rival to Nvidia. Driven by accelerator demand and server share, all eyes are on Q4 results tonight, Feb 3, to see if the buy/hold/profit rally persists.

The EUR/GBP pair trades vulnerably near the five-month low of 0.8620 during the early European trading session on Tuesday.

Concerning post-earnings reactions, Meta Platforms shares popped following its release, whereas Microsoft faced one of its worst days in years.

The USD/CHF pair loses traction to near 0.7780 during the early European session on Tuesday.

Markets bounced back from a tough trading week last week. We even started this first trading session of the week in the red, but quickly reversed course.

Technical analysis shows SanDisk stock breaking through long-term resistance, fueled by a massive post-earnings volume surge that has positioned it as a primary leader in the tech sector's recovery.

When the world loses faith in US debt as it is doing now, a massive structural shift in who's willing to finance the USA's spending addiction will take place, and here is what happens next: The surgery has begun - and it's going to hurt like hell!

After a heavy sell-off in commodity markets, most markets are steadier in early morning trading today, while precious metals are recouping some of their recent losses

In this video, Ira Epstein discusses the current state of the financial markets on February 2nd, 2026, noting a recovery in the stock market and stability in energy, bonds, and notes.

Bullish momentum holds as indices rotate off hourly lows. With JOLTS and jobs data delayed by a government shutdown, focus shifts to a "powder keg" of earnings from AMD, Alphabet, Amazon, and Uber. Tuesday's bias remains with the buyers.

The Australian Dollar gains ground against the US Dollar on Tuesday ahead of the interest rate decision by the Reserve Bank of Australia due later in the day.

The current Tobin’s Q ratio is at an all time high of 1.926.

As Bitcoin and metals drain, a violent stock market correction is predicted. Cash levels raised to 65%.