3rd February 2026 – US investors shake off global nerves and buy the dip

MPC Markets Morning Call · Feb 2, 2026 · 12m

US markets staged a strong broad-based rebound, commodities were mixed after a US–India energy shift, and attention is now on the RBA, big US tech earnings, and MPC’s Mosaic platform offer.​

Strong US equity rally and broad sector rotation.​

Nvidia/Microsoft weak on AI headlines; Apple higher.​

New US–India trade and energy deal hits oil and energy.​

Precious metals still soft; crypto and commodities mixed.​

RBA decision, US tech earnings, and Mosaic subscription in focus