12 January 2026
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- US geopolitical shocks, from Maduro’s capture to Greenland and Iran tensions, heightened risk sentiment even as markets remained focused on macro drivers and Fed expectations.
- UK politics in early January was marked by fiscal policy scrutiny and emerging debate around socio-economic policy impacts on growth and public sentiment.
- EU member states continued to balance geopolitical risk with economic policy challenges as macro conditions evolve.
- Early January 2026 saw rising global geopolitical tensions creating heightened uncertainty for international politics and markets.
