Monday Morning Must-Knows: February 14, 2022

We have 542 companies reporting earnings this week. We have still yet to see earnings from Alibaba, but they are planning to release earnings on Tuesday. We also have some techs stocks like Nvidia, Cisco and Shopify reporting this week.

On Wednesday, we’ll get retail sales numbers. We’ve seen a contraction in consumer spending. If we continue to see significant changes for January, we could see increased volatility in the markets.

Finally, this week, we’re watching the bond yields. Last week we talked about the strong down-trend in 10-year Treasury futures. This week, we’re seeing the inverse relationship to that in the 10-Year yield. With a strong uptrend, which just broke above 2%, it’s important to take a wider view.

Check out your Monday Morning Must-Knows for Merlin’s take.