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10th February 2026 – Tech continues rebound as “risk on” returns for reasons unknown

In this morning's edition of the MPC Markets Morning Call, Mark Gardner discusses the recent rebound in tech stocks, the implications of corporate bond issuance, and the current state of commodities, particularly gold and silver. He highlights the upcoming earnings season and the importance of monitoring US employment numbers and inflation indicators.

Takeaways

• Tech stocks have shown a rebound, but the reasons are unclear.

• Corporate bonds are expected to see significant activity this year.

• Gold and silver have bounced back, but volatility remains high.

• The market is currently in a…

The skinny

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