BlackRock’s CIO comments: Rick Rieder told Bloomberg that economic data suggest productivity is rising even as the labor market shows weakness. Separately, some fund managers expressed continued confidence in emerging markets and cautious views on tech valuations. #BlackRock #EmergingMarkets #FiatNews

Rivian reported its first annual gross profit and said it plans a significant increase in vehicle deliveries this year, surprising some investors and signaling operational progress for the EV maker. #Rivian #FiatNews

Europe’s cloud market remains dominated by US providers, with domestic European cloud share under 15% according to comparisons cited by CNBC. The gap underscores Europe’s relative lag in cloud infrastructure adoption. #Cloud #Europe #FiatNews

Czech inflation fell to 1.6% in January, largely driven by energy factors — notably lower wholesale electricity prices and the waiver of the renewable energy fee. The decline contrasts with widening divergences within service price dynamics. #Czech #inflation #FiatNews

Emerging markets: rotation away from US equities regained attention, driven in part by high US valuations. Analysts note US valuation premia remain elevated versus history and the rest of the world, underpinning interest in non‑US opportunities. #EmergingMarkets #FiatNews

Perly týdne: coverage highlighted a prolonged crypto downturn and China’s AI strategy as notable themes. Economist Mohamed El‑Erian discussed the rotation away from tech toward the broader market and commented on US central bank reform considerations. #Crypto #AI #ElErian #FiatNews

Markets: US equities had a weaker week after a mix of robust jobs data and ongoing rotation from tech into defensive sectors. Investors continued to seek opportunities amid the sell‑off and to weigh what could reverse the downtrend. #USMarkets #FiatNews

Prague’s PX index plunged to the lowest level this year, falling 2.59% to 2,641.63. High trading volumes pushed financials and energy names — notably ČEZ — lower. The index began the year at 2,685, closed above 2,800 for the first time last week, and slipped 4.27% this week. #Prague #PX #FiatNews

On FX markets the dollar remained broadly stable amid muted inflation surprises. The Japanese yen posted its best weekly performance in about a year, while the euro and Swiss franc showed little direction. The Czech koruna weakened slightly versus both major currencies. #FX #JPY #CZK #FiatNews

Precious metals gained after the cooler inflation print: gold and silver posted notable gains as lower inflation reduced upward pressure on yields and drew safe‑haven flows. Oil came under pressure after a short spike, slipping on reports OPEC+ may shift toward higher production and eased Mideast tensions. #gold #oil #FiatNews

January’s softer inflation reading in the US eased immediate rate‑cut worries and widened room for lower rates later in the year. Markets still expect gradual policy easing, with the first Fed cut priced in around mid‑year, though officials have not changed rhetoric. #inflation #Fed #FiatNews

US markets steadied after lower‑than‑expected inflation but remained on track for a weekly loss amid renewed concerns that AI could disrupt business models. Banks, software firms and media names were notably re‑rated as investors reassessed growth prospects. #USMarkets #AI #FiatNews

European equities finished the week slightly lower as markets digested AI‑related uncertainty. Selling pressure hit sectors sensitive to tech disruption — real estate, logistics and software — while Safran surged on strong results. NatWest, L’Oréal and Delivery Hero fell after earnings. #EuropeStocks #AI #FiatNews

Market attention is returning to a rotation away from US equities toward emerging markets, as investors both discuss and take steps in that direction. The central rationale cited is the high valuation level of US stocks, which are elevated by historical standards and trade at a valuation premium versus the rest of the world. Valuation concerns have been a recurring theme in recent commentary: US multiples remain high relative to their own history and to global peers, prompting reconsideration of regional weightings in portfolios. This has translated into renewed interest in markets perceived as offering relative value, notably in parts of the emerging world. While valuation differentials are a key driver of the conversation, other factors—such as macroeconomic trends, policy developments and risk considerations—will also shape whether and how a rotation materializes. The discussion around rebalancing away from the US reflects both market positioning and long-standing debates over relative valuation and return potential. #EmergingMarkets #USStocks #Equities #FiatNews

A CNBC analysis published on 13 February 2026 finds that American cloud providers overwhelmingly dominate the European market, while indigenous European cloud vendors hold less than 15% of market share. The report frames this as another indicator of Europe’s lag behind the United States in technological advancement. CNBC highlights Europe’s strong dependence on U.S.-based cloud services. Major providers from the U.S., including Amazon Web Services, Microsoft Azure and Google Cloud, account for the bulk of cloud capacity and market activity on the continent, leaving local players with a comparatively small footprint. The coverage places the cloud imbalance in the broader context of Europe’s technology gap with the U.S., noting the implications for competitiveness and digital infrastructure development. The piece underscores how reliance on foreign cloud providers remains a persistent structural issue for the region. #cloud #Europe #AWS #Azure #GCP #FiatNews

Inflation abroad continued to moderate in January, slowing more than expected and widening scope for lower policy rates. While a still-robust US labour market has weighed on expectations for near-term Federal Reserve rate cuts, the softer-than-anticipated price dynamics restore some room for easing monetary policy going forward. Data confirm that price growth is decelerating across major overseas economies, with January’s readings marking a clearer decline than forecasters had projected. That divergence — firmer employment on one hand, weaker inflation on the other — leaves central banks balancing labour-market strength against easing price pressures when assessing the timing and scale of potential rate reductions. Markets will likely monitor upcoming inflation and payroll releases closely for signs on which impetus will prevail in decisions on future rate moves. #inflation #Fed #rates #US #FiatNews

Economist Mohamed El-Erian told Yahoo Finance he sees a rotation from technology stocks toward the rest of the market and discussed the need for reform of the U.S. central bank. His remarks frame current investor repositioning and debate over Fed structure. #MohamedElErian #Fed #tech #FiatNews

#China’s AI strategy features prominently in the weekly roundup, with coverage noting Beijing’s push to strengthen artificial intelligence capabilities as a strategic priority. The piece underscores policy focus on AI development and its role in China’s tech and industrial policy. #China #AI #FiatNews

Weekly roundup "Gems of the Week" highlights a continuing "crypto winter" — an extended downturn in cryptocurrency markets — as a central theme. The note points to persistent weakness in digital assets and the potential implications for investor risk appetite. #crypto #FiatNews

Markets extended their decline on Feb. 13, 2026, with US bourses posting a weak week after a mix of firm labor-market data and an ongoing rotation out of technology names into more defensive sectors. The slide renewed debate about where near-term opportunities might be found and which forces could reverse the trend. Commentary notes that the recent weakness follows stronger-than-expected US employment signals combined with investors shifting allocations away from cyclicals and growth-oriented tech stocks toward defensive areas. The review focuses on assessing sector flow and incoming macro releases as the main variables to watch. It examines potential opportunity areas and outlines scenarios—centered on labor-market surprises or shifts in sector sentiment—that could stop or reverse the current downtrend. #USmarkets #Tech #DefensiveSectors #Stocks #FiatNews