16 February 2026
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- US inflation slowdown boosts rate-cut expectations, while geopolitical negotiations and immigration tensions highlight persistent political and global policy uncertainty.
- The UK government faces its most serious political instability since taking office, increasing risks to fiscal policy credibility, sterling stability, and investor confidence.
- EU focused on defence, competitiveness, and Ukraine support, while falling inflation reinforced expectations of stable ECB policy and gradual economic recovery.
- Japan’s election-driven stimulus optimism boosted equities, while geopolitical tensions, China’s Treasury shift, and elevated safe-haven demand reflected rising global fragmentation and investor caution.
