Latest Finance-Economy News
Markets Price Further Fed Rate Cuts After Softer US Inflation
Investors increased bets on additional Federal Reserve easing following cooler-than-expected US CPI readings, pushing short-term Treasury yields lower and risk assets higher as markets anticipate rate cuts in early 2026.
UK Monetary Easing Begins — BoE Cuts Bank Rate
The Bank of England cut its Bank Rate by 25 basis points to 3.75% as UK inflation moderated, marking a shift toward monetary easing to support growth and consumer spending.
China Growth Concerns Persist; Property Sector Weakness Continues
China’s recovery shows uneven signs: weak domestic consumption and falling new home prices point to persistent property-sector stress, prompting discussion of targeted policy support rather than broad stimulus.
US Trade Deficit Narrows as Exports Rise
The US goods and services trade deficit decreased in September 2025 as exports rose and the goods deficit fell, according to the Bureau of Economic Analysis, improving the external balance for that month.
Private Credit and Data Centers Highlighted by Apollo Executives
Apollo Global Management executives discussed the Fed’s rate-cut decision, the growth of private credit markets, and investment opportunities in data centers and AI during a Yahoo Finance interview with CEO Marc Rowan and others.
Europe’s Defence-Driven Investment Boost Lifts Growth Outlook
In 2025 Europe increased defence and security spending, including new joint funds and higher national budgets, which analysts say has materially improved growth forecasts and equity performance across the region.
US Fiscal Moves and Executive Actions Shape Market Sentiment
Recent White House communications and executive actions on economic policy have been presented as drivers of the administration’s growth agenda, influencing business expectations and market narratives.
Earnings season: Select corporates weigh on markets amid mixed results
Major corporate earnings have produced a mixed picture, with some large-cap names missing estimates and contributing to sector rotation as investors reassess forward guidance and margins.
Lower Inflation Spurs Debate on Timing of Fed Cuts
Falling CPI readings renewed debate among strategists about whether the Fed should move quickly to cut rates or wait for clearer labour-market signals, a key determinant for markets and policy.
Economic Week Ahead: Low liquidity, thin holiday trading may amplify moves
Analysts warn that year‑end thin liquidity and a light macro calendar can increase volatility, with several regional GDP and confidence releases scheduled that can create outsized market moves in subdued conditions.
Global Snapshot: India shows resilience as exports and reserves rise
India’s merchandise trade deficit narrowed and foreign exchange reserves increased, while WPI inflation eased and PMI data remained in expansion, signaling relative macro stability heading into 2026.
Research Groups Reassess 2025 Forecasts After Surprises
Institutional research teams published retrospectives noting that tariffs, China stimulus and political developments produced different outcomes than expected, prompting revisions to near‑term forecasts.