The first few weeks of 2026 have been anything but dull. Over just one weekend, America threatened to slap Canada with 100% tariffs, US Congress started squabbling toward yet another possible shutdown, Japan experienced its own Liz Truss style bond meltdown, China accused one of its own generals of leaking nuclear secrets, and the US dollar continued to weaken. And yet, in the middle of all this “noise,” the stock market has pretty much sailed through the storm as if it was a

European leaders in Brussels breathed a collective sigh of relief this week after Donald Trump suddenly decided not to slap new tariffs on them or try to “buy” Greenland. It was, in their eyes, the diplomatic equivalent of waking up from a bad dream — one that could have wrecked decades of transatlantic friendship. Trump’s original plan to grab Greenland and punish Europe with trade barriers had shocked leaders from Copenhagen to Berlin at this week’s gathering in Davos. The

Markets have come a long way in the last ten years. 2009 heralded ten years of low interest rates, ample liquidity via Quantitative Easing and a strengthening global supply chain. In the last three years this has morphed into higher inflation, huge public debt, and reshoring of industrial capacity and sudden fall in global trade. As a result, policy shifts, geopolitical tensions, and capital movements now influence markets as strongly as traditional economic cycles. For inves