The Global Week Ahead
Trump’s Tariff Blow-Up, U.S.-Iran Tensions Spike, German Germany’s Merz Visits Beijing, Mexico Military Moves on Cartels, and Markets Await Nvidia’s Earnings and Central Bank Speeches
February 22 - March 1, 2026
This is going to be one very busy week geopolitically and geoeconomically. Perhaps truly historic when all is said and done, as tensions in Iran, Mexico, and global markets are all at a new peak.
First, at the time of this writing, the Mexican Army, in an unprecedented action, has moved against the country's largest and most dangerous drug cartel, Jalisco New Generation (CJNG), killing its leader, Nemesio Rubén Oseguera Cervantes – otherwise known as “El Mencho “– on the outskirts of Puerto Vallarta.
This has resulted in a large-scale ongoing battle between heavily armed CJNG gunmen and the Mexican Army in and around the city of Puerto Vallarta, including a reported attack by gunmen on the international airport, leading to the airport's closure. Aside from the massive significance of the Mexican government's decision to go after the biggest and most dangerous cartel, perhaps the most interesting news coming out of the take-down of El Mencho is that a U.S. military task force is openly assisting the Mexican Army.
Our view is this is all part of Mexican President Claudia Sheinbaum'sefforts not just to contain an increasingly political threat from cartels but also to show President Trump Mexico is truly committed to not only crack down on illegal immigration but dalso on rug trafficking – the two issues which drove President Trump to slap tariffs on Mexico last year and imperil the renewal of the USMCA trade agreement. We are likely to see other large-scale attacks on other drug kingpins, which are likely to expand the violence elsewhere in Mexico.
Meanwhile, following President Trump's loss at the Supreme Court over the use of the International Emergency Economic Powers Act (IEEPA) to impose global tariffs, the President announced a new set of tariffs to replace what was deemed illegal. But the reality is, Trump's tariff efforts have suffered a major blow, and anything he does now will have a limited time span, as written into law – Trump intends to use Section 122 of the Trade Act of 1974, set at a 15% rate, as the main new tariff. But under that law, it can only be held in place for 150 days. He then intends to use Section 301 under U.S trade law after Section 122 expires. But in both instances, new lawsuits are expected to be brought by businesses, especially since the US Justice Department, in defense of the President's use of IEEPA, argued that using Section 122 would not be legal.
The bottom line is that tariffs are not going away. Still, President Trump has a limited time to use them in the remainder of his presidency, and Republicans in Congress are increasingly getting uneasy about their use and even now opposing Trump, as we saw in a vote in the House of Representatives two weeks ago. And two new polls suggest that 64% of Americans oppose the President's handling of tariffs on imported goods.
We will hear more from the President on Tuesday night when he gives the annual State of the Union Address before Congress.
As all this happens, tensions in the Persian Gulf have ramped up considerably in the last week as President Trump has now given Iran “15 days" to strike a deal with the U.S. or risk being attacked by the largest U.S. Naval force that has been amassed in the region since the first Gulf War. Iran is saying they will be meeting with President Trump's envoys, Steve Witkoff and Jared Kushner, on Friday, but the White House is saying that is contingent on Iranian leaders providing a detailed proposal to the U.S. on how they intend to dismantle and limit their nuclear program and nuclear weapons project. Trump has also indicated he could order an attack on Iran at any time.
In Asia this week, the big event is German Chancellor Friedrich Merz's visit to Beijing for bilateral talks with President Xi Jinping and Premier Li Qiang. Merz had strong words for China last week at the Munich Security Conference, but also put forth a conciliatory hand, saying he hopes to “find the right balance of cooperation" with China on this trip. Germany has long seen China as a major market, especially for its automotive sector, which sold 35 million cars in China in 2025. But those numbers have already significantly slowed down in the first two months of 2026, along with other German exports to China.
Looking at the global economic and financial radar screen, markets are nervous enough with all the geopolitical tensions, but are also nervous ahead of Nvidia's earnings announcement on Wednesday. The report is seen as a clear indication of how demand for high-tech AI chips has been and will continue to be, as markets grow increasingly nervous about corporate AI investments.
A host of other major corporate earnings are being reported this week in the US, Europe, and Asia. In the US, we will see the delayed January PPI release on Friday. But first, we will be getting the Conference Board's consumer confidence report on Tuesday, the President's State of the Union on Tuesday, and numerous Federal Reserve Board and regional Fed President speeches this week.
In Europe, the European Central Bank President Christine Lagarde, speaking Monday at the NABE (National Association of Business Economics) Economic Conference in Washington, D.C., is expected to come out strongly against President Trump's newset of tariffs and to offer a sense of the impact they will have on EU-US trade.
Also coming out of Europe this week, Germany releases its important Ifo Survey on Monday. But the big day this week is Friday, when Germany, France, and Spain release their CPI prints and consumer confidence numbers. The UK will also release its consumer confidence figures on Friday.
Finally, turning to Asia, Japan releases industrial production figures and the Tokyo CPI (February) on Friday. Australia releases its inflation print (CPI) on Wednesday.
Below is the rest of our detailed report of the major geopolitical and geoeconomic events in the coming week:
Sunday, February 22, 2026
Global
· Italy will host the closing ceremony for the 2026 Winter Olympic Games at the Verona Olympic Arena.
Americas
Political/Social Events –
· Brazilian President Luiz Inacio Lula da Silva will make a state visit to South Korea through February 24.
· Today is Independence Day in St. Lucia.
Economic & Financial Reports/Events –
· Nothing significant to report.
Asia
Political/Social Events –
· North Korea's quinquennial Party Congress could persist through February 27.
· Laos holds parliamentary elections.
Economic & Financial Reports/Events –
· Nothing significant to report.
Europe
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Africa
Political/Social Events –
· Algeria celebrates the Day of Fraternity and Cohesion, celebrating events in 2019 when the entire country rose in unison to hold nationwide protests leading to a change in the government.
Economic & Financial Reports/Events –
· Nothing significant to report.
Monday, February 23, 2026
Global
· The UN Security Council is scheduled to hold a briefing, followed by consultations, on the United Nations Multidimensional Integrated Stabilization Mission in the Central African Republic (MINUSCA).
Americas
Political/Social Events –
· US officials will hold bilateral security discussions with their Mauritian counterparts on the continued use of the joint US-UK base on Diego Garcia. This three-day meeting follows an agreement finalized last year between the UK and Mauritius, which sees the UK hand over the Chagos Islands to Mauritius.
· Today is the deadline set by Warner Bros Discovery for Paramount to make a “best and final” offer to top Netflix’s agreed $83 billion takeover bid or step aside. However Paramount’s $108 billion offer last week cleared a key US antitrust hurdle.
· Today is Republic Day in Guyana, a national holiday.
Economic & Financial Reports/Events –
· Federal Reserve Board Governor Christopher J. Waller gives a speech on the economic outlook at the 2026 National Association for Business Economists (NABE) Annual Economic Policy Conference, Washington, D.C.
· Brazil FGV Consumer Confidence (February)/ BCB Focus Market Readout
· Mexico Economic Activity (December)/ GDP Growth Rate Q4
· USA Chicago Fed National Activity Index (December)/ Factory Orders (December)/ Dallas Fed Manufacturing Index (February)
· Costa Rica Balance of Trade (January)
· EARNINGS: Dominion, Domino’s Pizza, Hims & Hers
Asia
Political/Social Events –
· The 45th U.S. – Thai "Cobra Gold" military training hosted by Thailand begins at the Thai navy base in the eastern coastal city of Chonburi. The multinational military exercises will take place through March 6, with more than 8,000 military personnel from 30 countries joining the full-scale training drill.
· The International Criminal Court starts the confirmation of charges hearing against Duterte. The former Filipino leader, currently facing three counts of crimes against humanity, is currently being held in a detention center at The Hague in the Netherlands.
Economic & Financial Reports/Events –
· New Zealand Retail Sales Q4/ Credit Card Spending (January)
· Indonesia M2 Money Supply (January)
· Singapore Inflation Rate (January)
· Kazakhstan Current Account Q4
· China Loan Prime Rate 1Y & 5Y (February)
· Thailand New Car Sales (January)
Europe
Political/Social Events –
· European Union lawmakers will hold an emergency meeting Monday to reassess the bloc’s trade deal with the US following the Supreme Court’s decision to strike down some of President Donald Trump’s global tariffs.
· A new Dutch cabinet will be sworn in, with Rob Jetten set to become prime minister.
· The EU Foreign Affairs Council meets in Brussels. Foreign ministers will discuss the situation in Ukraine, the situation in the Middle East (Gaza and West Bank as well as the growing tensions between the US and Iran).
· The EU Agriculture and Fisheries Council meets in Brussels.
· Russia celebrates Defender of the Fatherland Day, a national holiday.
Economic & Financial Reports/Events –
· European Central Bank President Christine Lagarde gives an acceptance speech for the 2026 Paul A. Volcker Lifetime Achievement Award and remarks at NABE Economic Policy Conference in Washington DC
· Bank of England Monetary Policy Committee external member Alan Taylor takes part in a Deutsche Bank-hosted fireside chat in London.
· Switzerland Producer & Import Prices (January)
· Germany Ifo Business Climate (February)/ Ifo Current Conditions (February)/ Ifo Expectations (February)
· Italy Inflation Rate (January)
· Poland Retail Sales (January)/ M3 Money Supply (January)
· Slovenia Business Confidence (February)
· Ireland Wholesale Prices (January)
· EARNINGS: LendLease, MONY
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Israel Interest Rate Decision
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Tuesday, February 24, 2026
Global
· The UN Security Council is scheduled to hold a briefing on Ukraine.
Americas
Political/Social Events –
· President Donald Trump gives the annual State of the Union speech before the U.S. Congress.
· The 50th Regular Meeting of the Conference of the Heads of Government of the Caribbean Community (CARICOM) will be held in St. Kitts and Nevis through February 27.
Economic & Financial Reports/Events –
· Federal Reserve Board Governor Christopher J. Waller gives a speech focused on technology at the2026 Technology-Enabled Disruption Conference: Shaping the Future of Finance and Payments, Boston, Massachusetts. Also speaking at the Conference will be Federal Reserve Bank of Boston President & CEO Susan Collins and Federal Reserve Bank of Richmond President & CEO Tom Barkin.
· Federal Reserve Board Governor Lisa D. Cook gives a speech on artificial intelligence and productivity at the 2026 National Association for Business Economists (NABE) Annual Economic Policy Conference, Washington, D.C.
· Federal Reserve Bank of Chicago President and CEO Austan Goolsbee will speak at the 42nd Annual Economic Policy Conference of the National Association for Business Economics in Washington, D.C.
· Atlanta Fed President Raphael Bostic participates in a moderated discussion on the economic outlook.
· Brazil Current Account (January)/ Foreign Direct Investment (January)
· Chile PPI (January)
· Mexico Mid-month Inflation Rate (February)
· USA ADP Employment Change Weekly/ Redbook (February/21)/ S&P/Case-Shiller Home Price (December)/ House Price Index (December)/ CB Consumer Confidence (February)/ Richmond Fed Manufacturing Index (February)/ Dallas Fed Services Index (February)/ Money Supply (January)/API Crude Oil Stock Change (February/20)
· Canada Manufacturing Sales (January)
· Argentina Economic Activity (December)
· Peru Current Account Q4
· EARNINGS: American Tower REIT, Axon Enterprise, GoDaddy, Home Depot, HP, Keurig Dr. Pepper, ScotiaBank
Asia
Political/Social Events –
· Taiwan's Legislative Yuan will reconvene, with top priorities including discussion of a special defense budget and the U.S.-Taiwan trade deal.
· The UN-sponsored Asia-Pacific Forum on Sustainable Development 2026 will be held from February 24-27 in Bangkok, Thailand.
Economic & Financial Reports/Events –
· South Korea Consumer Confidence (February)/ PPI (January)
· China FDI (YTD) (January)
· EARNINGS: Singapore Airlines, UOB
Europe
Political/Social Events –
· German Chancellor Friedrich Merz travels to Beijing for meetings with President Jinping Xi. The leaders will discuss bilateral trade and security issues.
· Today is the 4th anniversary of Russia’s invasion of Ukraine.
· The EU General Affairs Council meets in Brussels. European Affairs Ministers will discuss preparations for the upcoming European Council meeting on March 19-20 as well as the European Democracy Shield.
· Today is Independence Day in Estonia.
Economic & Financial Reports/Events –
· European Central Bank President Christine Lagarde participates on the opening panel discussion at the International Outreach Programme of Alte Oper Frankfurt in Frankfurt, Germany.
· European Central Bank Board Member Pedro Machado gives the keynote speech at the KPMG RiskTech Conference 2026 in Frankfurt, Germany.
· European Central Bank Board Member Anneli Tuominen participates on a panel discussion at the Nordea-ING event on "Banks and EU competitiveness: the untapped potential of the single market" in Brussels, Belgium.
· BOE Governor Andrew Bailey gives evidence on the latest Monetary Policy Report to Parliament’s Treasury Committee, joined by Chief Economist Huw Pill, and rate-setters Megan Greene and Alan Taylor.
· Riksbank Deputy Governor Per Jansson discusses the economic situation in Sundsvall, Sweden.
· European Union New Car Registrations (January)
· France Business Confidence (February)/ Business Climate Indicator (February)
· Ireland Average Weekly Earnings Q4
· Great Britain CBI Distributive Trades (February)
· Hungary Deposit Interest Rate (February)/ Interest Rate Decision
· EARNINGS: City of London Investment Group, Standard Chartered, Telefonica, Unite
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Lebanon Inflation Rate (January)
· Kuwait M2 Money Supply (January)/ Private Bank Lending (January)
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Mozambique GDP Growth Rate Q4
· Nigeria Interest Rate Decision
Wednesday, February 25, 2026
Global
· The UN Security Council is scheduled to hold consultations on the 1718 Committee (North Korea).
Americas
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Richmond Fed President Tom Barkin speaks in a moderated panel at the Northern Virginia Chamber.
· Brazil Bank Lending (January)
· President and CEO of the St. Louis Federal Reserve Alberto Musalem speaks at the Missouri Athletic Club in St. Louis, Missouri.
· USA MBA Mortgage Market Index (February/20)/ MBA Purchase Index (February/20)/ Fed Barkin Speech/ EIA Crude Oil & Gasoline Stocks Change (February/20)/ Fed Musalem Speech/ Fed Balance Sheet (February/25)
· Canada Wholesale Sales (January)
· Colombia Business Confidence (January)
· Mexico Current Account Q4
· Argentina Retail Sales (December)
· Paraguay PPI (January)
· EARNINGS: Zoom, Urban Outfitters, NVIDIA, Salesforce, Lowe’s, Agilent Technologies, Bank of Montreal, National Bank of Canada
Asia
Political/Social Events –
· South Korea, the country with the world's lowest fertility rate, is due to publish birth rate data for 2025 amid concerns about how an aging society will weigh on the economy.
· Hong Kong Financial Secretary Paul Chan delivers the city’s 2026–27 budget.
· The Asia Energy Security Seminar, hosted by the Ministry of Foreign Affairs, to promote Japan’s energy security activities. This year’s event will focus on the role of diplomacy with a particular emphasis on oil and natural gas.
Economic & Financial Reports/Events –
· The Japanese government will present to the Japanese Diet two new nominees to the Central Bank of Japan’s board.
· Reserve Bank of Australia Governor Michele Bullock speaks in a fireside chat at the University of Melbourne.
· South Korea Business Confidence (February)
· Singapore GDP Growth Rate Q4
· Australia Construction Work Done Q4/ Inflation Rate (January)/ RBA Trimmed Mean CPI (January)/ CPI (January)/ RBA Weighted Median CPI (January)
· Thailand Imports/ Exports/ Balance of Trade (January)/ Interest Rate Decision
· Malaysia Coincident Index (December)/ Leading Index (December)
· Taiwan Unemployment Rate (January)
· Hong Kong GDP Growth Rate Q4/ Inflation Rate (January)
· India M3 Money Supply (February/14)
· EARNINGS: Baidu
Europe
Political/Social Events –
· There will be an informal meeting of EU Health Ministers today and tomorrow.
Economic & Financial Reports/Events –
· European Central Bank Governing Council member Boris Vujcic speaks in the EU Parliament in Brussels ahead of his appointment as ECB vice president.
· European Central Bank Board Member Pedro Machado gives the keynote speech at the PwC Credit Conference 2026 in Frankfurt, Germany.
· Germany GfK Consumer Confidence MAR/ GDP Growth Rate Q4
· France Consumer Confidence (February)
· Euro Area ECB Non-Monetary Policy Meeting/CPI (January)/ Inflation Rate (January)
· Slovakia Harmonized Inflation Rate (January)
· Spain PPI (January)
· Switzerland Economic Sentiment Index (February)
· Slovenia Tourist Arrivals (January)
· Russia Industrial Production (January)
· EARNINGS: HSBC, Aston Martin Lagonda, Diageo, E.On, Fortescue, Fresenius, Heathrow, Manchester United, St. James Place, Shaftsbury Capital
Middle East
Political/Social Events –
· Indian Prime Minister Narendra Modi will travel to Israel for meetings with Prime Minister Benjamin Netanyahu.
· The International Monetary Fund's executive board will meet to discuss the reviews of Egypt's Extended Fund Facility and Resilience and Sustainability Facility programs to potentially unlock up to $2.8 billion.
· Today is National Day in Kuwait, a national holiday.
Economic & Financial Reports/Events –
· Saudi Arabia Imports/ Exports/ Balance of Trade (December)
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· South Africa South African 2026 National Budget Speech
· Nigeria GDP Growth Rate Q4
Thursday, February 26, 2026
Global
· Nothing significant to report.
Americas
Political/Social Events –
· Former US Secretary of State Hillary Clinton to appear before the House Oversight Committee as part of an investigation into Jeffrey Epstein, followed by the testimony of former President Bill Clinton the next day.
· Argentina's main labor union, the General Confederation of Labor, will hold a 24-hour general strike to oppose labor reforms.
Economic & Financial Reports/Events –
· Federal Reserve Board Vice Chair for Supervision Vice Chair for Supervision Michelle W. Bowman testifies before the U.S. Senate Committee on Banking, Housing, and Urban Affairs.
· Brazil IGP-M Inflation (February)
· Mexico Unemployment Rate (January)
· Canada Current Account Q4/ Average Weekly Earnings (December)
· USA Initial Jobless Claims (February/21)/ Continuing Jobless Claims (February/14)/ Fed Bowman Speech/ Kansas Fed Composite Index (February)/ Kansas Fed Manufacturing Index (February)/ 15- & 30-Year Mortgage Rate (February/26)
· EARNINGS: Dell, Intuit, JM Smucker, Royal Bank of Canada, Canadian Imperial Bank of Commerce, TD Bank
Asia
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Bank of Japan Member of the Policy Board Hajimie Takata gives a speech to local leaders in Kyoto, Japan.
· Japan Foreign Bond Investment (February/21)/ Stock Investment by Foreigners (February/21)/ BoJ Takada Speech/ BoJ JGB Purchase/ Coincident Index (December)/ Leading Economic Index (December)
· New Zealand ANZ Business Confidence (February)
· Australia Building Capital Expenditure Q4/ Plant Machinery Capital Expenditure Q4/ Private Capital Expenditure Q4
· South Korea Interest Rate Decision
· Malaysia PPI (January)
· Singapore Industrial Production (January)
· Taiwan Current Account Q4/ M2 Money Supply (January)/ Consumer Confidence (February)
· EARNINGS: Maybank HKEX, Quantas Airways
Europe
Political/Social Events –
· A special election will be held in Gorton and Denton, suburbs of Manchester, UK. The outcome could spell the end of Prime Minister Keir Starmer’s rule in office.
· The EU Competitiveness Council (Research) will meet in Brussels. The Council will discuss research and funding for coal and steel, and the Horizon Europe Package.
Economic & Financial Reports/Events –
· European Central Bank President Christine Lagarde gives the introductory statement at the ECON Hearing before the Committee on Economic and Monetary Affairs (ECON) of the European Parliament in Brussels, Belgium.
· Bank of England Deputy Governor Clare Lombardelli speaks at the Bank of England/UK Women in Economics Network networking event in London.
· Turkey Imports/ Exports/ Balance of Trade (January)/ Foreign Exchange Reserves (February/20)
· Switzerland Non-Farm Payrolls Q4
· Slovakia Business Confidence (February)/ Consumer Confidence (February)
· Euro Area ECB President Lagarde Speech/ Loans to Households & Companies (January)/ M3 Money Supply (January)/ Economic Sentiment (February)/ Consumer Confidence (February)/ Industrial Sentiment (February)/ Selling Price Expectations (February)/ Services Sentiment (February)
· Italy Business Confidence (February)/ Consumer Confidence (February)
· Slovenia Retail Sales (January)
· Poland Unemployment Rate (January)
· Russia Summary of the Key Rate Discussion
· Greece Total Credit (January)
· Spain Business Confidence (February)
· Ireland Consumer Confidence (February)
· EARNINGS: Allianz, Clariant, Man Group, Rolls-Royce, Tate & Lyle, WPP, Deutsche Telekom, Drax, London Stock Exchange, Puma
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Israel Manufacturing Production (December)/ Unemployment Rate (January)
· Saudi Arabia M3 Money Supply (January)/ Private Bank Lending (January)
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· South Africa PPI (January)
Friday, February 27, 2026
Global
· Nothing significant to report.
Americas
Political/Social Events –
· Today is Independence Day in the Dominican Republic.
Economic & Financial Reports/Events –
· Brazil Gross Debt to GDP (January)/ Nominal Budget Balance (January)/ Unemployment Rate (January)/ IPCA mid-month CPI (February)/ Net Payrolls (January)
· Canada CFIB Business Barometer (February)/ GDP Growth Rate Annualized Q4/ GDP Implicit Price Q4/ Budget Balance (December)
· Chile Copper Production (January)/ Industrial Production (January)/ Manufacturing Production (January)/ Retail Sales (January)/ Unemployment Rate JA
· Mexico Balance of Trade (January)/ Fiscal Balance (January)
· USA PPI (January)/ Chicago PMI (February)/ Construction Spending (November & December)/ Baker Hughes Total Rigs Count (February/27)
· Colombia Unemployment Rate (January)/ Cement Production (January)
· Uruguay Balance of Trade (January)
· EARNINGS: AES
Asia
Political/Social Events –
· The Indian Air Force is set to hold a large-scale exercise at Pokhran in the northwestern state of Rajasthan using fighter, transport, and helicopter platforms. Among the assets to be demonstrated are indigenous Tejas light combat aircraft, French-made Rafale fighters, and Russian-developed Sukhoi Su-30 MKI jets. The exercise will also showcase glimpses of the IAF's role in rescue and evacuation from conflict zones.
· Today is Peace Memorial Day in Taiwan, a national holiday.
Economic & Financial Reports/Events –
· New Zealand ANZ Roy Morgan Consumer Confidence (February)
· Japan Tokyo CPI (February)/ Retail Sales (January)/ Industrial Production (January)/ Housing Starts (January)/ Construction Orders (January)
· Australia Housing Credit (January)/ Private Sector Credit (January)
· Philippines Imports/ Exports/ Balance of Trade (January)/ PPI (January)
· Singapore Bank Lending (January)/ Import Prices (January)/ Export Prices (January)/ PPI (January)
· Thailand Industrial Production (January)/ Current Account (January)/ Private Consumption (January)/ Private Investment (January)/ Retail Sales (December)
· Malaysia M3 Money Supply (January)
· Hong Kong Imports/ Exports/ Balance of Trade (January)
· Sri Lanka Inflation Rate (February)/ PPI (January)/ Balance of Trade (January)
· India GDP Growth Rate Q4/ Government Budget Value (January)/ Bank Loan Growth (February/06)/ Deposit Growth (February/06)/ Foreign Exchange Reserves (February/20)
· EARNINGS: New World Development, RHB
Europe
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Bank of England Chief Economist Huw Pill speaks at the Elgin Advisory and Society for Professional Economists “UK & US economics” webinar.
· Great Britain Gfk Consumer Confidence (February)/ Car Production (January)/ Nationwide Housing Prices (February)
· Germany Import Prices (January)/ Unemployed Persons (February)/ Unemployment Change (February)/ Unemployment Rate (February)/ Baden Wuerttemberg CPI (February)/ Bavaria CPI (February)/ Brandenburg CPI (February)/ Hesse CPI (February)/ North Rhine Westphalia CPI (February)/ Saxony CPI (February)/ Inflation Rate (February)
· Turkey GDP Growth Rate Q4/ Unemployment Rate (January)/ Economic Confidence Index (February)/ Participation Rate (January)
· Hungary Unemployment Rate (January)/ PPI (January)
· Switzerland Retail Sales (January)/ GDP Growth Rate Q4/ KOF Leading Indicators (February)
· France Inflation Rate (February)/ GDP Growth Rate Q4/ Non-Farm Payrolls Q4/ PPI (January)/ Unemployment Benefit Claims (January)/ Jobseekers Total (January)
· Spain Inflation Rate (February)/ Current Account (December)/ Consumer Confidence (January)
· Euro Area ECB Consumer Inflation Expectations (January)
· Italy Industrial Sales (December)
· Slovenia Inflation Rate (February)/ PPI (January)
· Greece Retail Sales (December)/ PPI (January)
· Ireland Retail Sales (January)
· Serbia Industrial Production (January)/ Retail Sales (January)/ Unemployment Rate Q4
· EARNINGS: Swiss Re, AES, Hays, Rathbones, IAG, Melrose Industries
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· South Africa M3 Money Supply (January)/ Private Sector Credit (January)/ Balance of Trade (January)/ Budget Balance (January)
· Nigeria Foreign Exchange Reserves (February)
· Zimbabwe Inflation Rate (February)
· Kenya
Saturday, February 28, 2026
Global
· Six of our solar system’s planets — Jupiter, Uranus, Saturn, Neptune, Venus, and Mercury — will be visible in the night sky of the northern hemisphere in a “parade” after sunset.
Americas
Political/Social Events –
· U.S. Secretary of State Marco Rubio travels to Israel for meetings with Prime Minister Benjamin Netanyahu.
· Today is the deadline for China to meet its pledge to buy 12 million tons of U.S. soybeans.
Economic & Financial Reports/Events –
· Nothing significant to report.
Asia
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Europe
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Sunday, March 1, 2026
Global
· The U.S. takes the rotating chair of the UN Security Council for the month of March.
· Today is the first day of the meteorological spring in the Northern Hemisphere.
Americas
Political/Social Events –
· Canadian Prime Minister Mark Carney travels to India for meetings with Prime Minister Narendra Modi.
· Beijing is expected to lower tariffs on Canadian canola seed from about 85 per cent to 15 per cent.
Economic & Financial Reports/Events –
· Nothing significant to report.
Asia
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· South Korea Imports/ Exports/ Balance of Trade (February)
Europe
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Middle East
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.
Africa
Political/Social Events –
· Nothing significant to report.
Economic & Financial Reports/Events –
· Nothing significant to report.