Recent economic forecasts are signaling potential headwinds for UK growth. If threatened tariffs on US exports materialize, they could create a notable drag on the broader economy—something analysts are increasingly factoring into their models.

This matters for markets because trade policy uncertainty typically translates into volatility across risk assets. When major economies face growth slowdowns, we often see shifts in monetary policy expectations, currency movements, and ultimately, investor positioning across equities, commodities, and digital assets.

The interconnection between traditional macroeconomic pressures and crypto market behavior has become more apparent over time. When central banks face stagflation risks or growth concerns, alternative assets tend to get reassessed. Keep an eye on how these economic signals evolve—they could shape the narrative for Q1 and beyond.