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Morning Bid: Confidence-sapped stocks find foothold as Nvidia awaited

Hit by draining consumer and business confidence amid uncertainty about Washington's economic policies, Wall Street stock indexes are all tripping into the red for 2025 - with the slide stalling for now, awaiting megacap Nvidia's earnings today. U.S. consumer confidence deteriorated at its sharpest pace in 3-1/2 years in February, with 12-month inflation expectations surging amid worries that tariffs on imports would raise prices for households.

Analysis-Markets eye new wave of joint European bonds in rush to boost defence

The modest reaction across bond markets, typically unnerved by higher spending, as defence talks gathered pace this month suggests investors view increased borrowing as manageable so far. They say it also suggests markets expect some form of joint European funding again, five years after the European Union launched an 800 billion euro ($840 billion) pandemic recovery fund. Late last year investors saw joint borrowing from the EU itself as less likely.

DWS Says German Stock Rally Set to Continue on Strong Earnings

(Bloomberg) -- German stocks will likely keep rallying after the election as earnings remain strong and valuations are still cheap, said Marcus Poppe, co-head of European equities at DWS Group, the asset management arm of Deutsche Bank AG.Most Read from BloombergNYC’s Congestion Pricing Pulls In $48.6 Million in First MonthThe Trump Administration Takes Aim at Transportation ResearchShelters Await Billions in Federal Money for Homelessness ProvidersNYC to Shut Migrant Center in Former Hotel as C

Stock Pickers’ Light Tech Holdings Are Blessing as Megacaps Fall

(Bloomberg) -- Stock pickers are holding their smallest allocations of megacap names such as Apple Inc. and Nvidia Corp. since the global financial crisis, boosting their funds’ performance in a year that has kicked off with a slide in technology shares.Most Read from BloombergNYC’s Congestion Pricing Pulls In $48.6 Million in First MonthThe Trump Administration Takes Aim at Transportation ResearchShelters Await Billions in Federal Money for Homelessness ProvidersNYC to Shut Migrant Center in Fo

From fashion to cars, Russian markets pose new test for Western brands weighing return

Washington's push to swiftly end the conflict in Ukraine has sparked speculation that Western brands may want to return to Russia, but from fashion to cars, the markets they vacated now look more competitive than three years ago. As Ukraine marked the anniversary of Russian troops flooding across its border, U.S. President Donald Trump suggested that the conflict could end within weeks, though it is not yet clear how. Western sanctions that complicate cross-border payments and trade flows would probably need softening for companies to return in large numbers.