There has been a data dump of macro numbers and rate decisions, and an important decision by Europe’s leaders not to seize frozen Russian assets.
Overall, the critical question for investors in 2026 is whether central banks have done enough to tame inflation and pave the way for lower rates. Jeremy again highlights Japan as a source of risk to the bullish scenario.
Next week will be quiet, but always worth noting who might be sneaking out RNS’s last thing on Christmas Eve.
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