Скачать или смотреть From Tech Rout to Crypto Stress | Risk Sentiment Daily 2026-02-06

This daily market update from vTalkInsight focuses on cross-asset risk sentiment, from equities and crypto to credit and emerging markets, with a lens on multi-asset investing and portfolio risk management.

We unpack how an AI-led tech correction, cross-asset deleveraging, and softening macro data are reshaping the cross-asset outlook, while AI infrastructure spend, resilient European banks, and supportive credit conditions keep a medium-term pro-risk narrative alive.

Key takeaways:
Broad-based risk-off tone as tech, crypto, and precious metals sell off together
AI software correction and tech de-risking now central to equity risk
Cross-asset deleveraging and crypto stress acting as pressure points for sentiment
Softening labor data raising questions around growth and policy expectations
Resilient AI infrastructure and semiconductor demand providing a structural tailwind
Supportive credit markets, EM inflows, and strong European banks temper downside risk

This video is for information only and is not investment advice.

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Chapters:
00:00 Today’s risk sentiment and key risk drivers
00:21 Overall risk sentiment: broad risk-off
01:59 AI software correction and tech de-risking
03:32 Cross-asset deleveraging and crypto stress
05:08 Softening labor market and growth concerns
06:43 Resilient AI infrastructure and semiconductor demand
07:58 Supportive credit conditions and EM inflows
09:07 Strong European banks and improving Europe
10:22 Key Takeaways