Following a phone call with Indian Prime Minister Narendra Modi, U.S. President Donald Trump said the two countries had reached a trade agreement and would “immediately” reduce tariffs, cutting a so-called reciprocal U.S. tariff rate from 25% to 18%. The announcement was posted on Truth Social.
Donald Trump’s announcement that he has nominated Kevin Warsh to become the next Chair of the Federal Reserve (when Jerome Powell’s term ends in May) quickly turned into a major sentiment shift across global markets.
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President Donald Trump said on January 30 that he will nominate Kevin Warsh to serve as the next Chair of the Federal Reserve, succeeding Jerome Powell when the current chair’s term ends in May.
On Thursday night (U.S. time), President Donald Trump said he would announce his pick for the next Chair of the Federal Reserve on Friday morning. It’s one of the most consequential personnel decisions for global finance, because it can shape how the Fed navigates interest rates, inflation, and growth at a moment when markets are highly sensitive to policy signals.
On 27 January 2026, the European Union (EU) and India reached a Free Trade Agreement (FTA) after nearly two decades of negotiations widely described as the “mother of all deals.” What has captured investors’ attention, however, is not merely the headline tariff cuts, but the broader geo-economic signal: as the United States increasingly uses tariffs as a policy lever, major economies are re-wiring trade linkages to reduce Washington-driven “policy risk.”
On Monday, Jan 26, 2026, Brent hovered around $66 per barrel and WTI around $61 per barrel, extending last week’s strong move. The immediate catalyst was renewed U.S.–Iran tensions, which pushed traders to “price in” additional geopolitical risk. But the bigger macro picture remains a tug-of-war: short-term risk support versus a widely discussed 2026 supply surplus.
On January 23, 2026, the precious-metals market stepped into truly historic territory: spot silver surged to around $100/oz, breaking the three-digit mark, while gold traded near $5,000/oz, only a small move away from the psychological milestone.
On January 23, the FX market painted a strikingly divergent picture: the Japanese yen remained weak after the Bank of Japan (BOJ) kept interest rates unchanged, while the U.S. dollar headed for its steepest weekly drop since June 2025 as geopolitical tensions and sudden policy shifts linked to Greenland unsettled investors.
In just a few days, a geopolitical storyline that once felt “on the edge of the map” Greenland turned into a catalyst for sharp swings in foreign exchange: the U.S. dollar rebounded, safe-haven trades cooled off, and the Australian dollar jumped after a blowout employment report
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In investing, most people focus on three things: news, analysis, and entry points. But in practice, there’s one variable that rarely appears in any “spreadsheet” yet has the strongest influence on long-term performance: emotion.