Weekly Market Insights – 23 February 2026
Global markets navigated a week marked by slowing US growth, resilient but moderating activity across major economies, and rising geopolitical tensions. In the US, Q4 growth decelerated while inflation firmed and policymakers remained divided on the path of monetary policy. The Euro area continued to expand despite weaker industrial production, UK inflation eased amid softer labour conditions, and Japan’s growth disappointed as fiscal plans stayed in focus. The IMF highlighted both China’s resilience and the structural challenges facing its growth model.
Amid renewed trade policy developments and escalating US Iran tensions, equity markets closed higher in a volatile environment, with Europe outperforming and sector rotation driving returns. US Treasury yields rose while credit outperformed, and commodities rallied, led by precious metals and oil. The US Dollar strengthened, while cryptocurrencies remained under pressure.
Download the full report below for detailed analysis, market data, and our assessment of the implications for global investors.
Weekly Market Insights
23 February 2026
Charts of The Week
