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And now for something completely different
Blain’s Morning Porridge January 19th, 2026 - Andnow for something completely different
“Your actions will lead to the fall of a great empire”(sotto voce “your own”.)
Rising risks, geopolitical positioning, conflict, and strategiccompression will be the themes for coming decade. Who will rise, who will fall? What are the implications for markets. Do not expect easy answers. This is unlikely to play out as anyone predicts.
That was an interesting weekend.
What will it mean for markets? Would you be a buyer ofLong French bonds this morning? Where go Euro and Sterling from here? What will be the…
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