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21 April 2026

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  • Geopolitical escalation with Iran is driving inflation risks, oil price shocks, and heightened financial market volatility.
  • UK Government pivots toward EU alignment to support trade and growth, despite domestic political resistance over Brexit direction.
  • Balancing trade protection, fiscal strain, and geopolitical positioning amid global conflict and shifting alliances.
  • Global debt stress rises as energy shock strains supply chains, China navigates tensions, Japan equities outperform amid volatility and risk shifts.

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