Political and policy uncertainty, led by US domestic shifts, Europe’s regulatory and defence push, and escalating geopolitical tensions in the Middle East and Asia, has become the dominant force steering global markets, capital flows, and risk sentiment.

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Geopolitical risk, driven primarily by shifting US trade and security policy, has become the dominant force shaping global markets, alliances, and economic decisions across regions.

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Global markets were rattled by escalating US tariff threats, political pressure on central banks, and rising geopolitical tensions, offset partly by resilient Chinese markets and strong UK gilt performance, as investors rotated defensively amid elections, sanctions, and strained transatlantic relations.

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Heightened geopolitical tensions, policy shifts and economic fragility globally are likely to keep investors cautious, support safe-haven assets, and create selective opportunities in strategic sectors such as manufacturing, raw materials and exports.

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The week combined structural liquidity risk, with macro drivers (Fed-cut expectations) that pushed flows toward safe havens and set a volatile template heading into December.

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Earnings, fiscal policies, and geopolitical tensions are collectively shaping markets, highlighting the need for investors to navigate both economic signals and rising global risks.

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Global growth faces mounting pressure: US shutdown and UK fiscal tightening rattle confidence, EU braces for geopolitical risks, China and Japan stumble economically, while commodity shifts and diplomatic moves heighten global uncertainty.

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Global growth faces mounting pressure: US shutdown and UK fiscal tightening rattle confidence, EU braces for geopolitical risks, China and Japan stumble economically, while commodity shifts and diplomatic moves heighten global uncertainty.

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Global markets rode a wave of cautious optimism as the Fed’s rate cut and easing US-China tensions buoyed sentiment, while Europe and the UK paused amid disinflation and weak growth; geopolitical risks from Gaza and oil markets kept volatility high.

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Global markets navigated a complex web of political gridlock, modest economic resilience, and shifting trade dynamics, with China’s growth surprising on the upside while the US and Europe grappled with fiscal and institutional strains.

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