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 holding pattern ahead of key US data.• Earnings season is approaching, which will bring more focus to ASX stocks.• The recent market movements may not be justified by fundamentals.• Investors should be cautious with their positions in the current market.• AI is increasingly filtering through market information for investors.• The importance of monitoring inflation and employment data is emphasized.• The upcoming earnings reports will be crucial for market direction.