Weekly Market Insights – 19 January 2026
Markets were shaped by a combination of mixed bank earnings, moderating inflation, and heightened political and geopolitical uncertainty. In the US, inflation continued to ease while economic activity remained resilient, supported by strong consumer spending and stable labor market conditions. Europe showed improving momentum as growth returned across key economies, while China demonstrated resilience through strong export performance despite ongoing trade headwinds.
Against this backdrop, global markets delivered mixed returns, driven by rotation across regions, styles, and asset classes rather than broad market direction. Fixed income markets reflected rising yields amid political uncertainty, while commodities and currencies responded to shifting geopolitical and policy developments.
Download the full report below for detailed analysis, market data, and our assessment of the implications for global investors.
Report
Weekly Market Insights
19 January 2026
Charts of The Week
