π£ Markets Watch: Growth Confirmation and Inflation Updates as Q1 Momentum Builds (Feb 23βMar 01, 2026)
What to Watch This Week: Key Events: As February draws to a close, markets turn toward growth confirmation and late-month...
What to Watch This Week: Key Events: March opens with a concentrated run of global PMI releases followed by key U.S. labour-market data. However, macro drivers are not operating in isolation. The ongoing war and related geopolitical tensions continue to influence energy markets, safe-haven flows, and broader risk sentiment. This combination of activity data, labour signals, and geopolitical risk may result in sharper cross-asset reactions across FX, commodities, and global indices.
| Monday, Mar 02 πΊπΈ ISM Manufacturing PMI πͺπΊ Euro-area Manufacturing PMI (Final) π¨π³ China Caixin Manufacturing PMI |
| Tuesday, Mar 03 πͺπΊ Euro-area Unemployment Rate πΊπΈ U.S. Factory Orders |
| Wednesday, Mar 04 πΊπΈ ADP Employment Change π¨π¦ Bank of Canada Policy Decision |
| Thursday, Mar 05 πͺπΊ Euro-area Services PMI (Final) π¬π§ UK Services PMI (Final) πΊπΈ U.S. Initial Jobless Claims |
| Friday, Mar 06 πΊπΈ U.S. Employment Report π¨π¦ Canada Employment Report |
β’ Ongoing geopolitical tensions may continue to affect energy supply expectations, commodity pricing, and safe-haven demand (USD, JPY, gold).
β’ PMI data will help determine whether business confidence is being materially impacted by external risks.
β’ Labour-market outcomes could either reinforce stability or heighten uncertainty if wage pressures diverge from inflation trends.
β’ Next Week (Mar 09+): U.S. CPI may become increasingly influential if geopolitical developments feed into energy-driven inflation expectations.
β’ Any escalation or de-escalation in geopolitical tensions could trigger abrupt moves in oil, natural gas, and related currencies before formal data releases.
β’Β Growth vs. Risk: Markets will weigh activity momentum against geopolitical uncertainty.
β’ Energy & Inflation Link: Commodity price fluctuations may influence rate expectations indirectly.
β’Β Safe-Haven Sensitivity:Β USD, JPY, and gold may remain responsive to headline risk alongside scheduled economic releases.
What to Watch This Week: Key Events: As February draws to a close, markets turn toward growth confirmation and late-month...
What to Watch This Week: Key Events: This week begins with reduced U.S. liquidity due to the Presidentsβ Day holiday,...
What to Watch This Week: Key Events: With the post-Fed repricing phase still unfolding, this week shifts attention squarely toward...