US production figures supported the rise of major stock indices

The beginning of 2026 brought positive signals from the American economy. Data on manufacturing activity in the US for January exceeded analysts’ expectations, leading to an increase in the three main stock indices on Monday. As Ming Pao notes, this positive manufacturing momentum is combined with optimistic expectations for upcoming corporate earnings reports related to artificial intelligence.

The manufacturing sector has become a driver of market growth

Strong manufacturing figures created a favorable climate for the stock market. Profits from expanding the manufacturing sector and surpassing forecasts positively impacted the indices, demonstrating investor confidence in economic prospects in the near future.

The AI sector remains in focus

A separate force for the market is the continued interest in companies in the field of artificial intelligence. Investors are actively monitoring quarterly reports of these companies, expecting specific profitability metrics and growth rates in this dynamic segment.

Policy supports diversified investments

Alexander Ivanova, manager of the Invesco Global Income Fund, emphasizes the favorable nature of current macroeconomic policy for both stocks and bonds. In her view, coordinated monetary and fiscal policies in major markets are forming a positive foundation for investing in 2026. She recommends a balanced approach to the portfolio, with moderate optimism towards European and British securities, which are considered promising positions in investors’ portfolios amid the overall favorable macro environment and increasing manufacturing activity.