{"id":132452,"date":"2026-02-04T16:09:05","date_gmt":"2026-02-04T16:09:05","guid":{"rendered":"https:\/\/mycryptomania.com\/?p=132452"},"modified":"2026-02-04T16:09:05","modified_gmt":"2026-02-04T16:09:05","slug":"morning-update-4-february-2026-wed","status":"publish","type":"post","link":"https:\/\/mycryptomania.com\/?p=132452","title":{"rendered":"Morning Update\u200a\u2014\u200a4 February 2026 (Wed)"},"content":{"rendered":"

\ud83c\udf05 Morning Update\u200a\u2014\u200a4 February 2026\u00a0(Wed)<\/strong><\/h3>\n

\ud83c\udf0f Asia<\/strong>
Risk mood stayed shaky in early Asian trading after yesterday\u2019s tech-led sell-off on Wall Street. Traders rotated into more \u201cdefensive\u201d corners, while growth names remained under pressure.<\/p>\n

\ud83c\uddfa\ud83c\uddf8 Wall Street<\/strong>
Tech dragged the market lower on Tuesday: the Nasdaq<\/strong> slipped -1.43%<\/strong>, while the S&P 500<\/strong> fell -0.84%<\/strong>. Big Tech weakened, and the pain was even sharper in parts of the software space as investors reassessed how quickly new AI tools could disrupt established business models.
At the same time, the tone was mixed beneath the surface: banks, defence and some energy names looked steadier.<\/p>\n

\ud83e\udde0 AI + chips in\u00a0focus<\/strong><\/p>\n

Fresh headlines suggested Nvidia\u2019s H200 sales to China are facing delays<\/strong> amid a US national-security review, adding another layer of uncertainty for the AI supply\u00a0chain.AMD\u2019s<\/strong> quarterly numbers beat estimates, but the forward outlook<\/strong> was viewed as less convincing\u200a\u2014\u200aand that sparked a sharp reaction after\u00a0hours.<\/p>\n

\ud83c\udfdb\ufe0f US politics \/ data<\/strong>
A four-day partial US government shutdown ended<\/strong> after the funding bill was signed into law. Still, the disruption is expected to affect some near-term data flow\u200a\u2014\u200atraders are keeping an eye on scheduling risks for major labour releases.<\/p>\n

\ud83c\uddea\ud83c\uddfa Europe: earnings watch<\/strong>
European corporate updates were in focus too, with several big names reporting\u200a\u2014\u200aand markets reacting stock by stock rather than \u201cby\u00a0sector\u201d.<\/p>\n

\ud83d\udcb1 FX<\/strong>
The euro and pound<\/strong> were firmer, while JPY and NZD<\/strong> lagged.
\ud83c\uddf3\ud83c\uddff New Zealand\u2019s jobs report showed unemployment rising to 5.4% (Q4 2025)<\/strong>\u200a\u2014\u200aa decade high\u200a\u2014\u200awhich kept the kiwi under pressure even as some details looked less negative than the headline.<\/p>\n

\ud83d\udee2\ufe0f Commodities<\/strong><\/p>\n

WTI<\/strong> eased slightly after a brief geopolitical flare-up in the Middle East, with markets taking a \u201cwait-and-see\u201d stance for\u00a0now.US natural gas<\/strong> extended losses as updated forecasts pointed to warmer conditions ahead.<\/p>\n

\ud83d\udcc5 On the radar today<\/strong>
\ud83c\uddfa\ud83c\uddf8 ADP employment<\/strong> and ISM Services<\/strong> are the key macro prints, followed by EIA crude oil inventories<\/strong>\u200a\u2014\u200apotential volatility windows for USD and\u00a0energy.<\/p>\n

\ud83d\udd25 Stay sharp, manage risk, and have a great trading day with NordFX<\/strong>!\u00a0\ud83d\ude80<\/p>\n

\ud83c\udf05 Morning Update\u200a\u2014\u200a4 February 2026 (Wed)<\/a> was originally published in Coinmonks<\/a> on Medium, where people are continuing the conversation by highlighting and responding to this story.<\/p>","protected":false},"excerpt":{"rendered":"

\ud83c\udf05 Morning Update\u200a\u2014\u200a4 February 2026\u00a0(Wed) \ud83c\udf0f Asia Risk mood stayed shaky in early Asian trading after yesterday\u2019s tech-led sell-off on Wall Street. Traders rotated into more \u201cdefensive\u201d corners, while growth names remained under pressure. \ud83c\uddfa\ud83c\uddf8 Wall Street Tech dragged the market lower on Tuesday: the Nasdaq slipped -1.43%, while the S&P 500 fell -0.84%. Big […]<\/p>\n","protected":false},"author":0,"featured_media":132453,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-132452","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-interesting"],"_links":{"self":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/132452"}],"collection":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=132452"}],"version-history":[{"count":0,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/posts\/132452\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=\/wp\/v2\/media\/132453"}],"wp:attachment":[{"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=132452"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=132452"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mycryptomania.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=132452"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}