13 April 2026
US Dollar’s Home Sweet Home – Download Chart of the week
The Market Place – Download Market Data
- US macro and markets were overwhelmingly driven by geopolitics – energy shocks and foreign policy volatility now dominate the economic outlook.
- The UK remains externally driven (energy and geopolitics), while domestically Brexit re-alignment risks are re-emerging politically.
- Europe faces a fragile recovery – caught between weak growth and external shocks, Hungry ties to be repaired.
- Geopolitical fragmentation is intensifying, with Middle East conflict driving instability, China gaining relative strategic advantage in alternative systems, weaker global demand, and rising coordination efforts among advanced economies.
