22 February 2026 Week in Review: US GDP Growth Slows Data released by the Bureau of Economic Analysis (BEA) showed that U.S. growth slowed more than expected in the fourth quarter of 2025, with GDP expanding at an annualised 1.4%. The deceleration was largely driven by a sharp contraction in government spending amid the shutdown, […]
15 February 2026 Week in Review: Inflation Cools While the US Labour Market Stays Resilient The latest inflation data released in the U.S. by the Bureau of Labor Statistics showed further signs of easing price pressures in January. Headline consumer prices rose 0.2% month on month, down from 0.3% in December, while the annual inflation […]
8 February 2026 Week in Review: Markets Rotate as Technology Leadership Pauses Global markets delivered a mixed performance this week as investors navigated a combination of economic data, shifting policy expectations and evolving sector leadership. While overall index movements were relatively contained, underlying market dynamics pointed to a continued rotation away from narrow technology leadership […]
1 February 2026 Week in Review: U.S. Confidence Slides in January After three consecutive cuts, the Federal Reserve left the fed funds rate unchanged at 3.50%–3.75%, in line with expectations, in a 10–2 vote, with two officials favouring a 25-basis-point reduction. The accompanying policy statement struck a more constructive tone on growth, noting activity has […]
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