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WTW – Global Markets Overview, Feb 2026

Summary

The report discusses market resilience amid various global geopolitical and economic developments in early 2026.

Key findings include broad-based US earnings growth led by mega-cap tech companies, geopolitical influences on risk appetite, relative stability in developed equity markets with Japan outperforming, sector performance variations favoring AI-related hardware, currency market volatility especially in the US dollar, and steady economic conditions reflected in early US earnings reports.

Region: Global 
Published: February 2026 
Author(s): WTW 
Language: English 
Tech drivers: AI 
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