Weekly Market Insights – 9 February 2026
Global markets were mixed as central banks held rates and regional growth paths diverged. The ECB sounded more confident as euro area inflation fell to 1.7%, while the BoE signalled an easing bias amid weaker medium-term growth. In the US, labour data softened but consumer confidence improved, and manufacturing showed early stabilisation. China slowed early in 2026, contrasting with stronger business activity in Japan ahead of elections.
Markets reflected this dispersion, with emerging equities lagging while small caps and value outperformed large-cap tech on AI capex concerns. Bond yields edged lower and US investment-grade credit outperformed as the dollar rebounded. Commodities diverged, with gold higher and oil weaker, while crypto remained volatile. The yen weakened on expectations of aggressive fiscal expansion.
Download the full report below for detailed analysis, market data, and our assessment of the implications for global investors.
Report
Weekly Market Insights
9 February 2026
Charts of The Week
Source: msn
