The start of 2026 made one thing clear: markets are no longer reacting to isolated events. Geopolitics, energy, infrastructure, and technology are now directly interacting in the pricing of assets.

The first week of the year brought volatility, but also something more valuable: clarity on the structural forces shaping risk and return. This is less about predicting headlines and more about connecting contexts.

We share our Weekly Market Report, offering a clear and disciplined view of the key developments and what they signal for the year ahead.

Read the full analysis.