- 📊 UMich prelim Feb sentiment beat (57.3 vs 55.0 est; 56.4 prior) with 1Y inflation expectations cooling to 3.5% (from 4.0%)—a near-term “disinflation + growth resilience” combo that can reprice Fed-path risk today.
- 📊 Details: current conditions 58.3 (vs 53.7 est; 55.4 prior) while expectations 56.6 (vs 55.1 est; 57.0 prior); 5Y inflation expectations ticked up to 3.4% (vs 3.3% prior/est), keeping longer-run inflation credibility in focus.
- 📊 Catalyst stack is front-loaded: Fed’s Jefferson at 12:00 ET, US consumer credit at 15:00 ET, plus all-day Iran–US meeting headline risk; pre-open earnings cluster (notably $CNC, $MKTX, $CBOE, $PIPR) adds single-name volatility to a consolidation regime.Feb 6, 2026 15:06
