News & Views

This week’s Weekly Market Review highlights a more cautious tone across global markets as equities moved lower amid rising geopolitical tensions in the Middle East. We also look at the unexpected rise in Eurozone inflation, the sharp surge in oil prices driven by concerns around energy supply routes, and the latest policy signals from central banks. In addition, we explore the EU’s new long-term emissions target and the key economic data releases investors will be watching i

Markets began March with a firmer tone, as improving risk appetite supported UK equities and a rebound in technology shares, even as geopolitical tensions in the Middle East introduced fresh uncertainty. Alongside steady disinflation trends in the US and renewed volatility in commodity markets, this week’s developments highlight the delicate balance between economic resilience and evolving global risks.

Global markets rebounded strongly over the past week, with equities posting notable gains following a more cautious tone earlier in the month. The improvement in risk sentiment comes against a complex backdrop of easing UK inflation, renewed US trade policy developments, and widespread weather-related disruption affecting supply chains across multiple regions.

Global markets were mixed over the week as investors weighed easing inflation expectations against political and geopolitical uncertainty. UK equities posted modest gains, supported by large-cap stocks, while US markets diverged, with defensive sectors outperforming as technology shares came under renewed pressure. Central banks maintained a cautious, data-dependent stance, and attention now turns to a busy week of economic data that could shape near-term market expectations.

Global markets were mixed over the past week as easing inflation expectations were weighed against ongoing policy uncertainty and geopolitical developments. UK equities moved higher, supported by resilient large-cap stocks, while US markets finished lower amid a more cautious risk tone. Inflation forecasts continued to improve, with the IMF signalling further disinflation, while central bank policy, commodity price volatility and geopolitical developments remained key drivers

Markets remained cautious over the week as investors navigated persistent inflation concerns, mixed economic signals and restrained central bank messaging. UK and US equities moved modestly lower overall, though technology stocks outperformed. Commodities showed a clear split, with precious metals benefiting from safe-haven demand while energy prices stayed subdued. Geopolitical tensions and policy uncertainty continued to shape sentiment as markets look further into 2026.

Markets held firm last week despite fresh US trade tariff headlines, with the FTSE 100 leading gains. This Weekly Market Review covers the latest UK economic contraction, a record-breaking copper rally, steady inflation expectations, and updates from central banks and global politics. Plus, we look ahead to key inflation data from the US, UK, and EU this week.

Markets climbed last week as the Nasdaq 100 led gains and US job growth beat expectations. Trump’s rare earth agreement with China, the ECB’s rate cut, and a UK inflation data blunder also made headlines. Meanwhile, Japan’s Nippon Steel unveiled a massive investment to cut steel emissions. Here’s what to know and what’s coming next.