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Daily Market Commentary

February 4, 2026

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February 4, 2026

Bonds & Stocks
Wall Street traders kept driving a rotation out of tech companies, whose all-weather earnings made them safe bets at times of economic uncertainty, and into a broader category of firms tuned to improving growth prospects. Gold reclaimed its $5,000 mark.

Economy
The US Treasury refrained from any major shift in its debt-issuance strategy, meeting dealers’ expectations in the face of speculation that officials might take steps to bring down longer-term borrowing costs. In its so-called quarterly refunding statement Wednesday, the department said it anticipated keeping auction sizes unchanged for nominal notes, bonds and floating-rate notes.

World
The Russian government’s oil revenues collapsed to the lowest in more than five years in January as weaker global prices, steeper discounts for the nation’s barrels, and a stronger currency took a toll on the budget.

The information represented herein was obtained from various sources, which we believe to be reliable. Neither the information presented nor opinions expressed constitutes an offer to buy or sell any security. And it is not intended to guide the investor on which securities to buy, or when to buy or sell.