Global Risks 2026: Why Sticky Inflation and Geopolitical Shifts are Clouding the January Outlook

In this episode:
Analysis of the 35% recession probability forecast for 2026.
The impact of "sticky inflation" and the potential pause in Federal Reserve interest rate cuts.
Why consumer spending has recorded its first annual decline in five years.
Geopolitical risks: The "US political revolution" and its status as a primary source of global market uncertainty.
Upcoming data to watch: The January 9th jobs report and the S&P 500's struggle for direction at record valuations.

J.P. Morgan — 2026 Market Outlook (2025-12-09) — https://www.jpmorgan.com/insights/glo...

Reuters — Jobs data could jolt stocks from holiday calm as 2026 kicks off (2026-01-02) — https://www.fidelity.com/news/article...

TIME — The Top 10 Global Risks for 2026 (2026-01-06) — https://time.com/7343169/top-10-globa...

Bloomberg — U.S. dollar starts 2026 tentatively higher after biggest annual drop in eight years (2026-01-02) — https://www.bnnbloomberg.ca/business/...

Allianz Global Investors — Outlook 2026: Trade war echoes (2025-11-25) — https://www.allianzgi.com/en/insights...

Walker Crips — Market Commentary: Week to 6 January 2026 (2026-01-06) — https://www.wcgplc.co.uk/MarketNews/N...

#GlobalEconomy2026 #MarketRisks #Inflation #FederalReserve #StockMarketNews #RecessionWatch #Geopolitics #JanuaryOutlook

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