Geopolitical Risks Pressure Markets as Japan Falls, China Holds Up - 16 March 2026 - Weekly Market Update

Global equities retreated as a sharp sell-off in technology and AI-related stocks weighed on sentiment, while geopolitical tensions and higher oil prices added to market uncertainty. Presenter: Alex Kamanu

Risk assets remained broadly resilient last week, with gains across major developed markets driven by robust earnings and improving technology sentiment. While concerns remain around inflation, higher bond yields and slowing economic growth. Presenter: Ed Russell

Markets were mixed last week as softer US inflation and strong gains in Japan helped support sentiment. However, weaker consumer data, higher-for-longer rate expectations, geopolitical uncertainty and continued growth concerns in China, kept investors cautious. Presenter: Rohit Vaswani

Risk assets remained in positive territory last week, led by the S&P 500 and supported by easing inflation concerns, lower bond yields and resilient economic activity.  Improving business activity in Europe and the UK, alongside supportive policy expectations in Japan and strength in Chinese te…