Nvidia strong sales guidance helped lift Wall Street's mood, with futures up this morning, although investors still worry about the Fed's monetary policy.

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Wall Street had its worst day so far in 2023 on Tuesday. Why? Because a good PMI reading renewed fears that the Fed will have to raise rates further to avoid an overheating of the economy. Once again, good economic news is not always good news for financial markets. 

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This week may not be as hectic as previous ones so far in 2023, but there's still plenty to animate the market. Today is filled with economic data, including PMIs. Wall Street reopened after a long weekend, and US futures are down.

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Investors were looking on the bright side of life after Jerome Powell's soft speech on Wednesday, already seeing the end of rate hikes. But that was before the publication of US January employment figures today. 

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The market feared a sanctimonious Fed for its first monetary policy decision of the year. What they got was a confused Fed, which reinforced the prevailing theory: inflation will slow down, the economy will land softly and the central bank will be able to return to a more favorable rate policy. The first big hurdle looks like it has been cleared for the early-year rebound. Today, it's time for two more central banks and a slew of corporate results.

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January is over and February starts with a monetary policy decision. Investors expect to see their positive scenario validated today by the US central bank.

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Investor’s sentiment took a small hit due to disappointing earnings and forecasts from big names such as Caterpillar, McDonald's and Pfizer, ahead of the Fed’s monetary decision tomorrow.

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This week is particularly important for investors, because it could provide answers to several questions. Why? Because we have three monetary policy decisions from central banks and a few hundred company results... Will they confirm the renewed optimism seen since the beginning of the year?

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Optimism continues to soar across equity markets, where investors continue their harvest of risk assets. The Nasdaq rallied 2% yesterday and Bitcoin returned to the USD 23,000 level for the first time since August. At the risk of sounding like Debby Downer, it all seems too much too soon…

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It's going to be another big week for corporate earnings, which will give investors some clues about the state of the economy amid concerns about recession. 

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