AI disruption concerns once again dominated global markets, with U.S. equities lagging international peers. Japan was the standout performer, rallying strongly after the Liberal Democratic Party secured a supermajority in the recent election. US: Tech sector sell-off intensifies while jobs data surprises to the upside U.S. equities declined over the week as concerns about widespread …
Global equity markets delivered mixed returns last week as investors continued to rotate away from technology stocks. Concerns around AI’s disruptive impact weighed on sentiment in the tech sector, though markets in Europe, the UK, and Japan all advanced despite this weakness. US: Tech sector experiences worst week since November U.S. equity markets ended the …
Read more “Weekly Market Update – 9th February 2026: Rotation Continues as Tech Weakness Persists”
Global equity markets were mixed last week as investors reacted to the U.S. Federal Reserve’s latest policy meeting. UK equities were the standout performer, while Japanese markets lagged as a sharp rally in the yen weighed on sentiment. US: S&P 500 briefly touches record highs before pulling back on softening investor sentiment U.S. equities advanced …
Read more “Weekly Market Update – 2nd February 2026: Markets Mixed as Investors Digest Fed Meeting”
Global equity markets declined last week amid elevated geopolitical and trade-related uncertainty. However, stocks recovered from their lows after President Trump once again shifted his stance, helping to restore some investor confidence by the end of the week. US: Equity markets end volatile week modestly lower U.S. equity markets finished a volatile and shortened week …
Read more “Weekly Market Update – 26th January 2026: Markets Volatile Amid Geopolitical Uncertainty”
Global equity markets delivered mixed returns last week, as the rotation into smaller companies and value stocks continued. Japanese equities were the standout performer, rising sharply on growing expectations of a large government stimulus package. US: Small companies and value stocks extend their year-to-date outperformance U.S. equities were mixed over the week. Small-cap and value …
Read more “Weekly Market Update – 19th January 2026: Rotation Continues as Japan Outperforms”
Global equities rallied in the first full week of trading for 2026, as investors largely looked through rising geopolitical tensions. Japanese equities led the gains, while U.S. markets saw a broadening of the rally beyond the large-cap growth stocks that have dominated in recent years. US: Equities rally as investors look past mounting geopolitical tensions …
Read more “Weekly Market Update – 12th January 2026: Global Equities Rally as 2026 Gets Underway”
January 2026 | Market update Equity markets closed the year strongly as investors looked past tariff turmoil Equities shrug off uncertainty. Markets finished the year strongly, with major indices ending on a high. Global equities looked past the turmoil caused by President Donald Trump’s tariffs, posting a third consecutive year of double-digit gains in 2025. …
A muted week for global equity markets, with few major surprises. The U.S. Federal Reserve cut interest rates by 0.25% as expected, while the European Central Bank is widely anticipated to keep rates on hold at its upcoming meeting. Investor focus remained firmly on central bank guidance and valuation concerns in the technology and AI …
Global equities advanced as expectations for a December U.S. interest rate cut supported risk appetite. Chinese equities outperformed, with investors overlooking weak economic data in favour of the stronger long-term outlook for domestic technology and AI. US: Stocks rise in anticipation of a 0.25% interest rate cut this week U.S. equity markets ended the week …
Read more “Weekly Market Update – 8th December 2025: Markets Rise Ahead of Expected Rate Cuts”
Optimism surrounding a December interest rate cut in the U.S. saw global equities rebound strongly. The rebound was led by U.S. equities, in particular small caps and big tech. US: Small caps and tech stocks rally on December interest rate cut hopes U.S. stock indexes rallied, boosted by dovish comments from Federal Reserve officials and …