Touché markets

Episode 6 —Metals Rally, Tech Risks & Global Trade Shifts

8 min · 10. jan. 2026
episode Episode 6 —Metals Rally, Tech Risks & Global Trade Shifts cover

Description

In this week’s Touche Markets, we open 2026 with markets positioning for tech rotation, Glencore-Rio Tinto merger talks, and precious metals on the march; European banks face AI-driven job cuts; Southeast Asian exports surge despite tariffs; and U.S. policy on housing and Venezuela continues to shape risk and opportunity. Comprehensive global markets insight to start your year.

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