2 March 2026
US excep-tionalism – Download Chart of the week
The Market Place – Download Market Data
- US -Israel strikes on Iran, including the killing of Khamenei, have escalated geopolitical and energy risks, while fiscal concerns and market volatility heighten uncertainty for investors and monetary policy.
- Amid Middle East tensions, the UK urges de‑escalation and legal clarity on US strikes, while domestic politics add pressure to economic and policy stability.
- The EU calls for restraint and diplomacy amid Middle East tensions, while advancing trade with Mercosur and managing domestic political developments, balancing economic and geopolitical priorities.
- Rising Middle East tensions, highlighted by condemnation from China and Russia and a tanker attack, combined with policy moves in China and Japan, are amplifying market volatility and economic security risks.
