Shifting Policy and Geopolitics Shape Global Sentiment - 2 March 2026 - Weekly Market Update

The global economic backdrop was mixed last week, with shifting monetary policy expectations, geopolitical developments and tariff uncertainty. Despite varied market drivers, themes such as improving confidence in parts of Europe and Japan, firmer policy signals in the UK, and renewed risk appetite in China helped shape overall sentiment. The US was again the laggard, as we saw a continued rotation into other regions.

This Week's Presenter: Patrick O'Donnell - Omnis Chief Investment Strategist