Global Equities Rebound, Strong UK & Eurozone Data, and Bitcoin Near $98K: PALvatar Market Recap, January 15 2026 - Real Vision Daily Briefing Recap

Podcast: Real Vision Daily Briefing

Published: 2026-01-15

Duration: 7 minutes

Summary

Global equity markets are rebounding due to strong earnings reports, positive economic data from the UK and Eurozone, and easing US-Iran tensions. Meanwhile, Bitcoin approaches $98,000 amid robust ETF inflows and ongoing regulatory delays in Washington.

What Happened

Global equity markets saw a rebound, primarily driven by strong earnings from TSMC and the release of optimistic economic data from the UK and Eurozone. The S&P 500 and NASDAQ, after experiencing their worst day of the year, have rallied back.

TSMC's strong performance boosted US-listed shares, which in turn bodes well for US tech companies. In the US, jobless claims fell to 198,000 from 207,000, indicating a strengthening labor market.

In Europe, the UK's GDP grew by 0.3% in November, reversing a previous contraction, with significant contributions from sectors like manufacturing and services. Jaguar Land Rover's factory reopening after a cyber attack also played a significant role.

The Eurozone showed positive signs with a 0.7% increase in industrial production, though concerns remain over its narrowing trade balance. Germany's economy posted its first annual growth since 2022, driven by a 0.2% quarterly GDP increase.

Oil prices fell over 3% as geopolitical tensions eased, particularly with US President Trump softening his stance towards Iran. The energy sector felt the negative impact, while broader equity indices benefited.

In the crypto markets, Bitcoin nearly hit $98,000, bolstered by significant Spot ETF inflows amounting to $850 million. Regulatory negotiations in Washington, however, faced fresh delays, impacting the broader market structure bill discussions.

Coinbase withdrew support for the Senate Banking Committee's bill, citing issues within the crypto industry, leading to the cancellation of a markup session. Despite this, the crypto rally continues, with Bitcoin leading and few altcoins outperforming.

Key Insights

• Global equity markets rebounded with strong earnings from TSMC, which positively impacted US tech stocks. The S&P 500 and NASDAQ recovered after their worst day of the year.
• The UK's GDP increased by 0.3% in November, driven by manufacturing and services sectors, and aided by Jaguar Land Rover's factory reopening post-cyber attack.
• Bitcoin approached $98,000, supported by $850 million in Spot ETF inflows, despite regulatory delays affecting broader market structure discussions in Washington.
• Oil prices dropped over 3% as US-Iran geopolitical tensions eased following President Trump's softened stance, negatively impacting the energy sector but benefiting broader equity indices.