Finger touch on tablet computer with stock market data

Weekly Market Insights – 26 January 2026

 

US GDP growth was revised to 4.4% with core PCE at 2.8%, while employment remained stable. Eurozone activity showed modest expansion, the UK faced rising inflation and labor weakness, and China’s growth slowed in Q4. Geopolitical tensions included US tariff threats on Europe and Persian Gulf military activity.

Markets were mixed, with emerging markets outperforming developed markets. US equities saw uneven performance across sectors, European and Japanese stocks ended lower, and investor sentiment favored precious metals over cryptocurrencies.

Download the full report below for detailed analysis, market data, and our assessment of the implications for global investors.

Report

Weekly Market Insights

26 January 2026

Charts of The Week

Source: JP Morgan
Source: globalmarketsinvestor