🌏 Morning Update – ...from NORDFX Global

🌏 Morning Update – 5 February 2026 (Thu) 📉 Market mood: Risk appetite remains fragile after another tech-led pullback in the US. The Nasdaq fell about 1.5%, the S&P 500 eased roughly 0.5%, while the Dow held up better and finished slightly higher as investors rotated into defensive stocks. After-hours trading saw some stabilisation following strong results from Alphabet, though US index futures remain slightly in the red. 🌏 Asia: Most major indices opened lower, following Wall Street’s weakness. Tech stocks stayed under pressure amid a broader reshuffle as investors searched for clearer winners, while China and Hong Kong showed relative resilience. 💱 FX: The US dollar firmed further ahead of key central bank decisions. The euro and pound softened slightly, USD/JPY remained elevated, and risk-sensitive currencies continued to lag in a cautious market environment. 🛢️ Commodities: 🥇 Gold edged lower again as a stronger dollar and reduced geopolitical risk weighed on prices despite ongoing safe-haven demand. 🥈 Silver remained extremely volatile and extended sharp losses. 🛢️ Oil slipped as markets focused on potential US–Iran diplomacy, even as broader Middle East risks remain in play. ₿ Crypto: bitcoin stayed under pressure near the $70k area, with the broader sell-off showing few signs of exhaustion as risk appetite across global markets remains subdued. 🗓️ Today’s key events (Economic Calendar): 🇬🇧 Bank of England – Rate decision, minutes, votes, and Quarterly Inflation Report (14:00) 🇪🇺 ECB – Rate decision and press conference (15:15–15:45) 🇺🇸 Weekly Jobless Claims (15:30) and JOLTS Job Openings (17:00) 🇨🇿 CNB rate decision (15:30) ✅ Expect elevated volatility around central bank headlines today - sharp moves and false breakouts are possible. 🚀 Trade smart and stay tuned with NordFX!

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🌍 Morning Update - 12 March Markets opened the day under pressure as renewed tensions in the Middle East pushed energy back to the centre of attention. Oil surged sharply, reviving inflation concerns and weakening overall risk appetite. 🛢️ Brent crude moved back above $100 per barrel, while WTI climbed into the mid-$90s. The spike followed fresh attacks on Gulf shipping and growing fears over possible supply disruptions through the Strait of Hormuz. 📉 Asian stock markets fell, with the regional benchmark down around 1.6%. Japan’s Nikkei lost about 1.5%, while Hong Kong equities also moved lower as traders reacted to rising geopolitical and energy risks. 💵 The US dollar stayed firm on safe-haven demand, while bond yields edged higher as the oil jump raised fresh doubts over how quickly central banks may be able to move towards easier policy. 🥇 Gold remained near historically elevated levels, but the stronger dollar limited further upside, keeping bullion in a more cautious range despite the broader risk-off mood. 📊 Today, traders will also be watching the economic calendar closely, with US labour-market data, housing figures, and remarks from Bank of England Governor Andrew Bailey all capable of adding volatility to forex and index trading. ⚠️ The main market driver remains clear for now: oil first, inflation second, risk sentiment third. If crude continues to rise, pressure on stock indices and risk-sensitive currencies may deepen further. Trade wisely with NordFX and stay ready for the next move 🚀

NORDFX Global

🌏 Morning Market Update - Thursday, 05 March 2026 📈 Asia snaps back: Risk assets are rebounding after the war-driven liquidation earlier this week. The standout is South Korea, where the KOSPI is staging an outsized bounce - a classic “relief rally” after forced selling and profit-taking. Japan is also firmer, tracking the overnight stabilisation in US risk sentiment. 🛢️ Oil remains the macro thermostat: Brent is around $83 and WTI near $76–77. The market is trading oil less like a commodity and more like a geopolitical headline index: every update on regional disruption and shipping conditions feeds directly into inflation expectations and equity multiples. If crude stays elevated, it keeps pressure on risk assets and complicates central-bank narratives. 🥇 Gold stays bid near record territory: Spot gold is around $5,175/oz as portfolios keep a hedge on. Even with equities bouncing, the demand for protection is still there - a sign that investors see this as a regime of headline volatility, not a one-day shock. 💱 FX: defensive dollar tone: The dollar is regaining strength as markets default to liquidity and safety. In this environment, FX can swing quickly: any hint of de-escalation tends to fade USD strength, while renewed escalation tends to accelerate it. ₿ Crypto: holding up, but still risk-linked: bitcoin is around $72.6k, but the intraday range is wide - which tells you liquidity is thinner and positioning is jumpy. For crypto, the key drivers today are still broader risk appetite and dollar moves, not narratives. 📅 Today’s macro focus: Markets are watching ECB minutes and US weekly jobless claims, both of which could trigger volatility in currencies, commodities, and equities. The full Economic Calendar of the Day is shown in the image attached to this post. ✅ What to watch today: oil headlines + US jobless claims = the quickest path to intraday volatility across FX, indices, and gold.

NORDFX Global