Markets rise amid easing tariff fears Equities recovered after Trump’s tariffs were a lower rate than threatened Markets steady as tariff fears ease. Global market concerns surrounding tariffs eased when the Supreme Court ruled that the mechanism used in President Trump’s sweeping Liberation Day tariffs were unlawful. Trump subsequently announced new tariffs would come into …
The global economic backdrop was mixed last week, with shifting monetary policy expectations, geopolitical developments and tariff uncertainty. Despite varied market drivers, themes such as improving confidence in parts of Europe and Japan, firmer policy signals in the UK, and renewed risk appetite in China helped shape overall sentiment. The US was again the laggard, …
Global equities delivered a broadly positive week as supportive macroeconomic data helped underpin investor sentiment. UK and European markets extended their year-to-date outperformance versus the U.S., while Japan paused following an exceptionally strong start to 2026. US: Policymakers split on near-term interest rate cuts U.S. equities finished the shortened week higher, with markets rallying on …
Read more “Weekly Market Update – 23rd February 2026: Europe and UK Extend Outperformance”
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. …