Moving Markets Risk sentiment sours on trade and AI concerns
Feb 24, 2026
Damien Ng, a Next Generation research analyst specializing in genomics and life-science trends, discusses a new blood test that predicts Alzheimer’s onset years ahead. He explains the Nature Medicine study, how genomic markers like APOE4 boost prediction, and what this breakthrough means for trial design, precision medicine and investment opportunities in genomics and pharma.
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Tariff Shock Raised Market Risk Aversion
- Global 15% tariff announcement increased risk aversion across equities and shifted tariff burdens between countries.
- Markets dropped: STOXX 600 down ~0.5%, Dow -1.6%, S&P and Nasdaq off >1% with S&P now negative for 2026.
AI Concerns Intensified Tech Sell Off
- AI disruption fears amplified the sell-off, hitting software and cloud-exposed names after new coding features were launched.
- IBM fell sharply after Anthropic added coding abilities; Microsoft and CrowdStrike also dropped amid a paper warning AI could cause up to 10% unemployment.
Defensives And Gold Benefited From Flight To Safety
- Defensive sectors and safe-haven assets outperformed amid the risk-off move.
- Walmart and Procter & Gamble held up, gold rallied over 2% to a three-week high while Bitcoin slid to around $63,000.