Weekly Market Insights – 02 Mar 2026

Weekly Market Insights – 02 March 2026

Inflation dynamics remained at the forefront this week. In the US, wholesale prices picked up and both headline and core PCE remained above the Federal Reserve’s target, while factory orders declined and consumer confidence showed modest improvement. Across Europe, inflation trends diverged between countries, UK policymakers signaled potential rate cuts in 2026, Japan’s inflation eased slightly amid a more dovish policy backdrop, and China moved to address currency pressures.

Geopolitical tensions intensified, notably in the Middle East and in the ongoing Russia–Ukraine conflict, contributing to heightened market sensitivity. Equity markets were mixed, with Emerging Markets outperforming Developed Markets, while defensive sectors held up better in the US. Bond markets benefited from risk-off flows, driving US Treasury yields lower, while credit spreads widened . Commodities rallied strongly, led by gold and silver, and the US dollar weakened modestly as cryptocurrencies extended their decline.

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