Friday Fix - 16th January: The Themes That Shape Markets

A fast-moving roundup of this week's macro and market headlines: a possible partial U.S. government shutdown, a likely snap election in Japan pushing yen weakness and rising JGB yields, and strong corporate results from TSMC signaling robust AI demand.

Plus, Trump-era trade deals, banks’ upbeat earnings, and growing interest from major firms in event and prediction markets signal fresh market dynamics to watch.