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Geopolitics, Markets and Economics – Are They Still Connected?
Blain’s Morning Porridge Jan 7th, 2026: Geopolitics, Markets and Economics – Are They Still Connected?
“The barometer read “Fair” yesterday, but the Shipping Report says, “Gale Imminent”.
Markets have opened strongly in 2026 and seem remarkably sanguine towards rising geopolitical instability and shocks. They’re buying a rosy outlook of rising profits, lower rates and costs, and are blithely unconcerned by the risks of destabilisation from conflict or competition.
I got a call from a Morning Porridge reader y’day, demanding to know why I’ve been so fixated on events in Venezuela this year……
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