Markets turned more cautious this week as investors reassessed inflation, interest-rate expectations and geopolitical risks.

Stronger-than-expected labor-market data shifted attention back to inflation and the Federal Reserve, while persistent geopolitical tensions and renewed concerns about interest rates weighed on market sentiment.

At the same time, investment in artificial intelligence and technology infrastructure remained robust, highlighting the contrast between strong long-term fundamentals and short-term market volatility.

Our latest Weekly Market Report explores the key developments that shaped global markets during the week.

Read the full report.