26 January 2026
Nothing to see here – Download Chart of the week
The Market Place – Download Market Data
- US tariff escalation and geopolitical risk drove broad financial volatility, highlighting how policy risk is now a central driver of asset prices.
- External trade tensions have amplified UK economic risk perceptions and heightened sensitivity in financial markets.
- Escalating US–EU trade tensions have crystallised into a policy challenge, with EU leaders balancing retaliation with efforts to diversify external economic partnerships.
- China strengthened regional trade influence despite domestic weakness, while Japan’s election uncertainty and soft growth signalled uneven economic momentum across Asia.
