Author: The Investor

The Great Rotation: FTSE Hits New Heights while Tech Takes a Breather. It was a week of striking contrasts as global markets performed a classic reversal.

The Supreme Court’s rejection of sweeping US tariffs has removed a massive overhang on global trade, supporting multinational equities and easing fears of imported inflation.

The winter Olympics weren’t the only thing going downhill this week. Markets ended the week on a cautious note, with US indices posting their worst performance of 2026 amid growing concerns over artificial intelligence.

All eyes on the delayed US jobs and inflation prints — they’ll drive yields, sterling, and risk appetite.
Here’s what to watch and what it means for a UK-based investors.

It was a week of cross‑currents: big tech earnings and profit‑taking created choppy sessions, but hopes of further interest‑rate cuts and calmer inflation kept global markets broadly on track