CNBC Daily Open: Stocks rebound as Treasury yields dip, but analysts aren't optimistic

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Markets pulled back from their lows of last week and managed to stage a rebound. But they're still on track to end February in the red.

, warned Mike Wilson, Morgan Stanley's chief U.S. equity strategist. "With the equity market showing signs of exhaustion after the last Fed meeting, the S&P 500 is at critical technical support," Wilson wrote.Markets pulled back from their lows of last week and managed to stage a rebound. The Dow Jones Industrial Average inched up 0.22%, the S&P increased 0.31% and the Nasdaq Composite rose 0.63%.

Investors felt they had slightly more breathing room after Treasury yields eased from their peaks on Friday, with the interest-rate-sensitive 2-year yield dipping from a 16-year high. As Ross Mayfield, investment strategy analyst at Baird, wrote, "the rapid shift in Fed funds expectations and the spike in short-term yields has been risk-off in the stock market, so some reprieve on rates today will likely boost equities.

Additionally, a decline in orders placed with manufacturers may have given investors a sign of slowing inflation — such signs are increasingly rare. Data released Monday showed that sales of durable goods like appliances, TVs and autos dropped 4.5% in January, worse than analysts' expectations of a 3.6% fall. By contrast, orders increased 5.1% in December. Though a plunge in airplane orders contributed to much of the decline, orders were still down 5.1% when excluding defense.

Earnings reports from major retailers like Target, Costco and Macy's will be released this week and give an indication whether consumer spending will remain strong or start faltering. Regardless of what happens, analysts from JPMorgan's Mislav Matejka to Morgan Stanley's Mike Wilson aren't too optimistic. It might be best to brace for a bumpy landing for the time being.

 

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