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February 27, 2026
Market sentiment changed in the early weeks of 2026. Doubts crept in about the big bets on AI that had sent US tech stocks shooting up in 2025 and buoyed global markets. Expectations also faltered that the Federal Reserve would move quickly to cut interest rates, once a new Chair takes office in May. Overall, US equities barely budged. How come – and will the shift in sentiment last?
January 16, 2026
The final quarter of 2025 closed out a remarkable year for investors. Markets that had weathered one shock after another since January rose still further in the three months to end-December. Despite enormous changes in the global trading system, in US governance, and in US relations with the rest of the world, US equities ended 2025 in record territory, after climbing 2.7% in the three months to end-December. Around the world, the story was largely the same.
