Latest Finance-Economy News
Actively Managed ETFs Reach Record $1.86 Trillion in Assets
Assets in actively managed ETFs listed globally hit a new record of US$1.86 trillion by end-November 2025, up 59.4% year-to-date from $1.17 trillion. November saw $57.74 billion in net inflows, with year-to-date totals at a record $581.25 billion.
Equity and fixed income ETFs led with $29.96 billion and $22.70 billion inflows respectively.
US Economic Calendar Highlights PCE Inflation and GDP This Week
Key releases include PCE Inflation on Monday, validating rate cut expectations for 2026, and final Q3 GDP on Tuesday at 3.2% QoQ. Markets anticipate thin holiday trading volume but volatility from data, with early closures on Wednesday and full closure Thursday for Christmas.
Investors watch for Santa Claus Rally amid shortened schedule.
US GDP Q3 Final Revision Expected at 3.2% Amid Strong Growth
Final Q3 US GDP forecast at 3.2% QoQ, down from Q2's 3.8%, with durable goods orders also due Tuesday. Strong growth persists, potentially exceeding 5% in 2026 from on-shoring and shrinking trade deficit.
Tariffs boosted revenue without tanking economy, per WSJ analysis.
Euro Stoxx 600 Hits All-Time High with 15.37% YTD Gains
Euro Stoxx 600 reached a new all-time high, up 0.45% weekly to 583.3 and 15.37% year-to-date. Eurozone CPI at 0.7% y/y, PPI -2.2% y/y, unemployment steady at 5.1%.
PMIs show services at 52.6, manufacturing 49.2.
Bank of England Cuts Rates to 3.75%, ECB Holds at 2.0%
BoE reduced policy rate by 25 bps to 3.75% amid weakening growth; ECB held steady at 2.0% as inflation eases. US unemployment at 4.6%, inflation moderates to 2.7% YoY.
BoJ raised rates to 30-year high.
Structural Shifts in Global Economy as Markets Enter 2026 Calmly
Markets calm despite trade protectionism resurgence and AI acceleration; fiscal deficits rise, pressuring long-term rates. US yield curves steepen from high bond issuance; potential inflation reacceleration risks.
AI capex and fiscal support to boost 2026 growth.
IMF Highlights Key 2025 Global Economy Charts
Top IMF charts show enduring economic sentiment amid uncertainty, rising public debt, AI energy demands, and FDI record highs. Gap widens between advanced and fragile economies.
Cross-border investment thrives in challenging environment.
CPP Investments Launches A$14B European Data Centre Partnership
Canada Pension Plan Investment Board partners with Goodman on A$14 billion (€8 billion) European data centres. Deal underscores infrastructure investment boom amid AI growth.
Announced December 23, 2025.
US Inflation Data Better Than Expected at 2.7% YoY
November headline CPI fell to 2.7% YoY from 3.0%, core to 2.6% YoY. Data questioned due to government shutdown impacts on coverage.
Supports soft landing narrative ahead of PCE release.
China Trade Surpluses Grow, Curbs Global Growth; Oil Pressures Ease
China expands trade surpluses except with India and US, limiting global growth. Falling energy prices signal potential deflation, prompting Fed rate cut considerations.
Trump orders Venezuela oil tanker blockade, diverting sanctioned vessels.
RBA Minutes Eyed for 2026 Rate Hike Signals
RBA adopted hawkish stance on persistent inflation; December minutes scrutinized for rate increase hints. Light holiday calendar focuses on US data like GDP and durable goods.
Markets wind down for Christmas.
US Consumer Resilience Defined 2025 Economy
Consumers showed resilience throughout 2025 despite early challenges, per Bank of America review. Strong profits and stable economy amid tariff suspensions.
Productivity gains reduce inflation, support GDP growth.