The market is not ready to end its bullish phase. Investors are still enamored with anything artificial intelligence, while central banks hinted that rate cuts are coming this summer. February's job data was eagerly awaited by traders seeking to refine their forecasts about monetary policy.

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The mood is brighter this morning, with futures and most Western indices being in the green. After a brief hesitation yesterday, equity markets quickly got back on track after Jerome Powell reassured investors that we're on the right track. Today, the ECB confirmed this good scenario.

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Beijing's new objectives don't seem to be thrilling many people this morning. It was supposed to be a big day for China, with a new path, new measures, and economic targets, but it ended being a resounding flop. This is weighing on two very popular US tech stocks.

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The rush towards artificial intelligence stocks continues unabated. It's reminiscent of the Internet craze of 25 years ago, but with (very) profitable companies – so, investors have fewer qualms about jumping in with both feet. As for those who speak of a bubble, the market has chosen to classify them as Debbie downers rather than visionaries for the time being.

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Tech stocks and Japan are rising, China struggles, the Fed is waiting for more data… It still feels like 2023! On a more serious note, things are going well for equities at start of 2024, thanks in part to robust annual results from large companies. 

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That was the data everybody was waiting for, since it has a major impact on future monetary policy in the United States. Investors have recently given the impression that they don't really care about the Fed any more, preferring to focus on AI. But given the anticipation this morning, it's clear that rate cuts are on most investors' minds.

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When a rally ends, it is often followed by a few quiet sessions. Yesterday, global indices remained within a small range, resulting in a few shades of red and green, but without excess. Investors are keeping a cautious stance ahead of key inflation data due later this week as they seek more clarity regarding central banks' monetary policy path.

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The atmosphere is calm on Wall Street as investors take a wait-and-see attitude before key data later this week. Wall Street landed yesterday after a long bull run. The main indices were only slightly down, as investors could help themselves from buying. This morning, we're going to take a look at some of the reasons for this.

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Things could have gone either way last week. Nvidia’s earnings report, if disappointing - could have ended investors’ fever on anything related to AI – the driving force behind markets at the moment. Thankfully, Nvidia’s results were astonishingly good, so indices continued to rise. How long can it continue at this pace?

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Yesterday’s session was quite something: Investors reacted to Nvidia’s stratospheric results with glee and indices shattered a few records. Today’s session is likely to be quieter.

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