MTC Market Insights
March 2, 2026
Data Driven
Key Takeaways
Market flashpoints are pivoting from AI disruption to geopolitical conflict with the commencement of Operation Epic Fury (OEF).
Recent mixed economic data, in addition to OEF, are unlikely to influence the March 18th FOMC meeting.
Equity market participation has broadened beyond mega cap tech to include small cap, mid cap, value and international.
U.S. bond yields dropped to their lowest levels since October as flows reversed from credit to investment grade.
