Weekly Market Commentary 2-9-2026

“U.S. Dollar Weakness”
See what we have to say about the following:

 

 

 

• U.S. Dollar Weakness — The U.S. dollar is nearing a major technical breakdown, increasing the likelihood that continued currency softness will support emerging‑market performance.

 

• Accelerating EM Earnings Growth — Emerging‑market earnings momentum is strengthening materially, with 2026 EPS growth expected to outpace the U.S. and developed markets by a wide margin.

 

• AI‑Driven EM Tech Leadership — EM’s heavy technology and Asia‑centric composition positions it to benefit disproportionately from the global AI investment cycle and expanding semiconductor demand.

 

• STAAC Positioning — STAAC remains tactically neutral on equities overall but notes improving EM fundamentals and technicals while maintaining benchmark‑aligned regional exposure and a slight growth tilt.