Key questions in geoeconomics to start the year

5th January 2026

Geoeconomics is back in focus as we enter 2026, with the removal of Venezuela’s Nicolás Maduro by the US dominating headlines and raising questions for global markets. This Global Economics Update draws on the research from our Geoeconomics page to answer key client questions – not just on Venezuela but also on the nexus between geopolitics and economics more generally.

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Key questions in geoeconomics to start the year

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Read this in full, free

What next for Venezuela?

Venezuela’s vast energy potential to remain untapped

The US intervenes in Venezuela: Economic and geopolitical implications

Drop–In: US intervention in Venezuela – Regional and global economic implications

Drop-In: China Shock 2.0 and the return of global imbalances

Drop-in: France Under Pressure: Is Euro-Zone Crisis 2.0 Coming?

UK Drop-In: Budget day - what the Chancellor's measures mean for the economy and markets

Bank of Canada Drop-In: Will the BoC go as far as markets are pricing in?

Central Bank Drop-In: Unpacking the Fed and ECB October meetings