Economy & Markets Monthly Market Views January 2026

Discover with Monica Defend the Monthly Market Views for January 2026

We see 4 key themes driving markets in the weeks to come:

  1. US consumption supported by high-income households
  2. Diverging inflation trends in the United States and the Eurozone
  3. Fed and ECB rate cuts, BoJ to hike rates in 2026
  4. Relations between major blocs

     

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