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Global Markets

US stocks enjoyed a firm session overnight following easing tensions towards the Ukraine, we’re still looking for higher prices in this quarter but whether the tech heavy indices such as the S&P500 can test / break Januarys all-time high will be  determined by how well the heavyweight tech names can shrug off interest rate concerns i.e. even if we are correct and bond yields are approaching a decent correction it may not transfer to aggressive buying in the FAANG stocks where a couple notably missed market expectations with their recent reports.

IVV
MM remains mildly bullish US stocks into February / March
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US S&P500 Index
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