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19th February 2026 – Hawkish Fed takes heat out of early rally
In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the current state of the stock market, the influence of the Federal Reserve, and the performance of various sectors, particularly technology and energy. He emphasizes the importance of discerning which software companies to invest in and provides insights into upcoming economic data that could impact market trends. The conversation also touches on specific company performances and investment strategies for navigating the current market environment.
Takeaways
• The Fed's actions have significantly influenced…
The skinny
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