Market Analysis: Microsoft and current US interest rate projections

This week’s Seaspray Private financial data insight explores the key market developments shaping global equities in 2026, with a particular focus on the rotation away from technology led growth and the implications for major companies such as Microsoft. We also take a look at the broader macroeconomic backdrop, including inflationary pressures linked to geopolitical tensions, their impact on interest rate expectations, and a detailed review of Federal Reserve policy signals.