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Our Scans · (ZY.4.08) Economics · Weekly Summary


  • [New] Geoeconomic confrontation has emerged as the most pressing global risk for 2026, underlining a sharp rise in economic and geopolitical competition and a weakening of international cooperation. CIR magazine
  • [New] Due to valuations of European assets being relatively more appealing than U.S. assets and the comparative political and regulatory stability, an increasing interest of U.S. investors in the EU markets is expected. JD Supra
  • [New] The risk factors for emerging countries are expected to be predominantly geopolitical or political (notable elections in Brazil, Colombia, Hungary, Peru, Thailand, and Vietnam) rather than economic or financial. economic-research.bnpparibas.com
  • [New] As for Latin American countries, Brazil, Colombia, and Mexico will continue to face considerable constraints on economic growth due to the deteriorating state of public finances and high real interest rates. economic-research.bnpparibas.com
  • [New] Nearly 58 million people globally are at imminent risk of losing food assistance due to massive international aid cuts. Think Global Health
  • [New] The economic cost of food waste across the global retail and food supply chain is forecast to reach $540 billion in 2026, up from $526 billion last year. Site name
  • [New] Economic modelling projects meat waste alone will cost $94 billion globally in 2026, representing nearly a fifth of the total food waste bill. Site name
  • [New] A weaker US dollar in the medium term, further US interest rate cuts, and additional monetary easing could open up further opportunities for emerging markets. DJE Kapital AG
  • [New] A potential end to the carry trade due to further interest rate hikes and a strengthening yen could trigger sell-offs of technology and other risk stocks, straining global liquidity. DJE Kapital AG
  • [New] The most successful affiliate strategies in 2026 will likely involve selective engagement with Google's ecosystem where it remains valuable, combined with aggressive development of channels and relationships that Google's predictions conveniently overlook. - Affiverse
  • [New] Affiliates who treat Google's predictions as gospel risk optimising for Google's preferred future rather than their own sustainable business models. - Affiverse
  • [New] The larger the fraction of the American public that view ICE behaviour as shameful and cruel, the fewer and more specific the individuals who will select in. Economist Writing Every Day
  • [New] In Asia, economic activity has been, and is expected to remain, significantly driven by exports of electronic components and equipment, regardless of their connection to AI investments. economic-research.bnpparibas.com
  • [New] Leaders endorsed tripling renewables, doubling energy efficiency by 2030 and accelerating just energy transitions. ISS Africa
  • [New] A significant portion of the projected demand growth in 2026 is attributed to Battery Energy Storage Systems and the burgeoning needs of AI-driven data centers. The Chronicle-Journal
  • [New] By 2026, communities will evolve into engines that connect product development, customer intelligence, loyalty, and AI-driven commerce into one unified system. Grazitti Interactive
  • [New] International efforts, such as the Global Methane Pledge, highlight a unified commitment to reducing global methane emissions by 30% by 2030 to combat rising temperatures and extreme weather. Marcellus Drilling News
  • [New] The main political groups in the European Parliament - EPP, S & D, Renew and Greens - agreed that platform algorithms pose a systemic risk to elections and public debate and that foreign interference demands tougher enforcement of the Digital Services Act, particularly during elections. EU DisinfoLab
  • [New] Advancements in artificial intelligence and quantum computing will greatly impact labour markets, societal structures, infrastructure and geopolitics, and may contribute to widening global economic gaps. ReinsuranceNe.ws
  • [New] At the same time political turmoil in Iran, which has reportedly left thousands dead, is threatening another energy shock. The Irish Times
  • [New] Crypto-backed loans are predicted to exceed $90 billion, with on-chain dominance increasing as institutional players leverage DeFi protocols over centralized exchanges for more efficient capital deployment. MEXC
  • [New] Galaxy Digital and other institutional forecasters expect inflows exceeding $50 billion as wealth management platforms remove restrictions and add crypto to model portfolios. MEXC

Last updated: 23 January 2026



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