Bad Economic Data Sends Yields to the Basement, Dow to the Nosebleeds: Feb. 10, 2026

Markets are coming back following yesterday’s brutal selloff as cheaper crude sparks Treasury and equity market rebounds.

The recent flare up in geopolitical tensions, which has broadened West from the Strait of Hormuz to the Red Sea, has lifted the cost of crude oil significantly in just a few short weeks.

Stocks were meandering around the unchanged line for most of the morning. Then, just as I was finishing a meeting and getting ready to type out this piece, I noticed that major indices surged a bit higher as oil futures dipped. It didn’t take long to figure out why – at 11:17, Reuters reported, “Pakistan, Iran explore path towards new talks with US in a China-initiated push, sou...

Artificial intelligence (AI) is reshaping markets and corporate earnings at a pace that has surprised even the most optimistic bulls. Tech hyperscalers are ramping up spending, with AI capital expenditure running well above initial projections for 2026. This surge is flowing directly into corporate balance sheets and contributing to a major earnings rally.

Investopedia is partnering with All Star Charts on this newsletter. The contents of this newsletter are for informational and educational purposes only. The Dollar Index Is Lying To You Here’s something almost nobody knows about the number everyone quotes. The US Dollar Index is supposed to measure the dollar against the world. It holds six […]