Global markets hold steady as investor sentiment remains bullish despite tech volatility

U.S. markets reopen with a cautious but optimistic tone after a long holiday weekend. Investors look to Fed data and nuclear talks between the U.S. and Iran.

洞察:
Negotiators from the United States USUS and Iran IRIR resumed nuclear talks in Geneva on Tuesday, February 17, 2026, as global markets reopened following a holiday in the US. The resumption of the U.S.-Iran nuclear talks (Geneva) represents a direct geopolitical catalyst that coincided with the start of the domestic trading week. As the discussions commenced, the oil market and gold market saw prices tick down slightly, reflecting a modest immediate response in a session characterized by thin trading volumes.
The timing of the diplomatic restart is notable as it occurs alongside a sparse economic calendar. Investors are currently looking ahead to the release of minutes from the Federal Reserve (including New York Fed and FOMC) and fourth-quarter GDP data later this week. This environment, which was also a point of interest in the recent Bank of America (monthly global fund manager survey), suggests that renewed diplomatic engagement could serve as a structural influence on risk pricing across commodity and financial markets. The ongoing nature of the event means its full impact remains to be seen as negotiations continue.
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