10 THINGS INVESTORS NEED TO KNOW TODAY Tuesday, February 3, 2026 1. Stocks Rebounded From Monday's Selloff SPX +0.54%, DJI +1.05%, NDX +0.73%, RUT +1.02%. ISM Manufacturing returned to expansion for the first time in 12 months — highest reading since 2022. 2. US-India Trade Deal Trump cuts tariffs on India from 25% to 18% after Modi agrees to stop buying Russian oil. India commits to $500B+ in US energy, tech, and agricultural purchases. 3. RBA Hikes Rates for First Time in 2+ Years Cash rate raised 25bps to 3.85% in unanimous decision. Governor Bullock: "The pulse of inflation is too strong." 4. Jobs Report POSTPONED BLS will not release January NFP on Friday due to partial government shutdown. December JOLTS data also delayed. 5. Gold & Silver Rebounding Gold +5.5% to ~$4,921/oz, Silver +9% to ~$86.70 after Friday's historic crash. Mining stocks and precious metal ETFs rallying globally. 6. Palantir Surges 10% on Earnings Beat Q4 revenue $1.41B vs $1.33B expected. CEO Karp: "Best results in tech in the last decade." 7. Trump Launches $12B Critical Minerals Stockpile "Project Vault" combines $2B private capital with $10B Exim Bank loan to counter China. Rare earth stocks jumping: MP +4%, UUUU +5.6%, IDR +6.2%. 8. Nikkei Hits Record High Japanese index surged above 54,000 for the first time, driven by yen weakness. KOSPI also rebounding after Monday's bloodbath. 9. US-Iran Talks Friday in Istanbul Envoy Witkoff to meet Iranian FM Araghchi for "package deal" nuclear negotiations. Israeli officials expect talks to reach impasse. 10. Fed's Bostic: No Rate Cuts for 2026 Says one or two cuts would put Fed at neutral. "Premature to say inflation job is done."