Market movements and review video – February 2026

Stay up to date with what’s happened in the Australian economy and markets over the past month.

2026 kicked off with some encouraging signs but comes with a sting in the tail as global uncertainty continues to shake things up.

There was a surprise drop in unemployment to 4.1%, the number of jobs available increased, and household spending grew.

These elements have also contributed to persistently increasing inflation and predictions of two or three interest rate rises this year.

The S&P/ASX 200 climbed 1.8% in January, but there’s still ground to be made up to reach last October’s peak.

Global markets showed volatility due to geopolitical threats including the Trump administration’s rhetoric and actions on Iran, Venezuela and Greenland.

Click the video below to view our update.

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