The rally continues on Wall Street, fueled by its tech giants, while in China, things are looking rosier.

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Wall Street continues to move forward and surpasses symbolic milestones: after the 17,000-point Nasdaq 100, the 38,000-point Dow Jones was erased. Both indexes find themselves in terra incognita, as is the S&P500, which hit 4,850 points. New York traders are just 3% short of having their 5000 caps made. A little history: the 4000 version dates from April 2021. The 3000 dates from October 2019. The 2000 from September 2014 and the 1000 from February 1998.

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Wall Street is breaking new records: investors flocked to US technology stocks and Japanese equities. The S&P 500 broke its record. This is despite investors coming to terms with the fact that rate cuts will probably not start as early as March. 

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The likelihood that rate cuts will happen as soon as March dropped significantly, but not completely. Indices bounced back, lifted by a rally in the semiconductor industry after TSMC's fiery forecasts based, in particular, on the continuing boom in artificial intelligence. 

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Despite several speeches from central bankers warning that the fight against inflation isn’t over and that rate cuts are not the order of the day, most investors remain convinced that rates will go down as soon as March.

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They had high hopes for March rate cuts, but a series of macroeconomic data and central bank speeches are slowly but surely denting investor sentiment. Yesterday, Fed central banker Christopher Waller, who belongs to the hawkish camp but is reputedly close to Fed boss Jerome Powell, explained that there is no need to rush into lowering interest rates. 

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Wall Street reopens after a long weekend for Martin Luther King jr. Day, and futures are in the red. Investors are assessing the consequences of Donald Trump’s win in Iowa yesterday and are also awaiting results from major US banks.

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US equity futures were lower this morning as investors assessed quarterly earnings from major US banks after Thursday's higher-than-expected inflation report.

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The much-anticipated US inflation data was just published and investors are busy fine-tuning their forecasts for the date of the Fed's first rate cut. 

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Investors are trading cautiously ahead tomorrow’s inflation data, with futures on the main three Wall Street indices flat on Wednesday. They are eager to get more cues about the pace of interest rate cuts this year. The euphoria seen in late 2023, boosted by expectations of a rate cut as early as March has slightly faded, but signs that inflation continued to cool in December could revive hopes. 

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