In this video, Bill Dinning discusses market conditions for the first few weeks of 2026, highlighting sharp moves in sectors such as cryptocurrencies and precious metals.
He highlights the growing political uncertainty in the UK, explaining that while markets are not yet reacting strongly, investors are watching gilt yields and sterling for signs of concern.
Despite these challenges, we remain cautiously optimistic, pointing to strong global earnings expectations for 2026 and the prospect of interest rate cuts in both the US and UK.
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