Global equities rally as Japan hits record highs and AI selloff eases
Global equities rose Monday as Japan's Nikkei hit record highs and tech stocks recovered. Investors now await US economic data for clues on interest rate cuts.
Insights:
Global equity markets rallied on February 9, 2026, as a rebound in the United States 
US chip sector and other beaten-down assets followed a period of volatile selling last week. The recovery was significantly bolstered by record highs on the Tokyo Stock Exchange, where the Nikkei index surged following a decisive election victory for Prime Minister Sanae Takaichi in Japan 
JP. This win for the Liberal Democratic Party has shifted market expectations regarding potential fiscal measures in the region and influenced broader currency and bond market dynamics.
US chip sector and other beaten-down assets followed a period of volatile selling last week. The recovery was significantly bolstered by record highs on the Tokyo Stock Exchange, where the Nikkei index surged following a decisive election victory for Prime Minister Sanae Takaichi in Japan JP. This win for the Liberal Democratic Party has shifted market expectations regarding potential fiscal measures in the region and influenced broader currency and bond market dynamics.
