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Weekly Market Review – 16 February 2026
AI disruption concerns again dominate global markets, with the US subsequently lagging global peers. Japan was the standout performer with stocks rallying strongly on the Liberal Democratic Party achieving a supermajority. US: Tech sector sell-off intensifies, while jobs data surprises to the upside US equities declined over the week as concerns about widespread AI disruption pressured markets, with the Tech-dominated Nasdaq being hit hardest. Value stocks outperformed growth
stefanl6
6 hours ago3 min read


February market update - Markets rebound after Trump’s Greenland U-turn
Despite geopolitical turbulence, it was a positive month for markets A positive start to the year. Global markets rebounded after President Donald Trump said a framework on a future deal for Greenland had been reached. He said he would no longer impose tariffs on some European countries and ruled out taking Greenland by force, helping to calm investor nerves after renewed trade-war risks had caused European stocks to slip and US Treasury yields to spike. Equity markets were
stefanl6
Feb 64 min read


Weekly Market Review – 02 February 2026
Global equity markets were mixed for the week, as investors reacted to the US Federal Reserve meeting. UK equities were the best performer, while Japanese equities lagged due to a large rally in the Japanese Yen. US: S&P 500 briefly touches record highs before pulling back on softening investor sentiment U.S. equities advanced, with the S&P 500 briefly topping 7,000 (an all-time high) before paring gains. Large‑cap value stocks outperformed, while small and mid‑caps lagged. M
stefanl6
Feb 23 min read


Weekly Market Review – 26 January 2026
Global equity markets declined amid elevated geopolitical and trade-related uncertainty. However, stocks recovered from their lows after President Trump once again shifted his stance, boosting investor confidence. US: Equity markets end volatile week modestly lower Major US equity markets ended a volatile and shortened week lower. Equities posted their largest daily fall since October following President Trump announcing he would impose tariffs on European countries that oppo
stefanl6
Jan 263 min read
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