Weekly Market Update 18/02/2026

February 18th, 2026  |  Season 1  |  6 mins 54 secs

2026 economy., ai disruption, bank of england, market volatility, terminal value, uk investing, us inflation, wealth management

In this week's update, we analyse a significant shift in market sentiment as AI disruption moves beyond software and begins to threaten the traditional wealth management sector. We discuss the "shoot first, ask questions later" nature of current markets and why investors are re-evaluating the terminal value of companies facing "second-order" AI threats. Plus, we cover the latest US inflation data and what to expect from upcoming UK labour market reports.