Global markets end 2025 strong with double-digit gains amid thin liquidity; key events include FOMC minutes, US jobless claims, China PMI, and upbeat 2026 US growth forecasts.
1
US Stocks Slip as Tech Shares Drop Ahead of New Year
Wall Street stocks fell on Monday, starting the year's final week weakly, driven by a pullback in heavyweight technology shares. This comes as markets remain near record highs despite the dip.
2
Global Indexes Poised for Double-Digit Gains in 2025
With only three trading sessions left, US and world stocks are set to close 2025 near records after achieving double-digit returns in a volatile year. Global trade grew around 7%, led by East Asia, Africa, and South-South exchanges.
3
FOMC Meeting Minutes to Reveal Rate Cut Insights on Dec 30
Traders await Federal Reserve minutes on Tuesday for clues on inflation, labor strength, and future rate cuts amid hypersensitive markets. Year-end thin liquidity could amplify reactions.
4
US Unemployment Claims Due Wednesday Signal Labor Health
Weekly jobless claims on Dec 31 will gauge US labor market amid low-volume trading, potentially swaying rate expectations and USD. Surprises may cause sharp moves in indices and yields.
5
China Manufacturing PMI to Influence Global Risk Sentiment
China's PMI on Wednesday offers early 2026 demand signals, impacting commodities, AUD, CNH, and Asian equities amid slowdown concerns. It sets tone for Asia-Pacific markets.
6
Goldman Sachs Forecasts 2.6% US GDP Growth in 2026
US economy to accelerate in 2026 via fading tariff drag, tax cuts from OBBBA adding $100B refunds, despite stagnant 4.5% unemployment. Inflation expected to ease from tariff pass-through.
7
IMF Ups 2025 Global Growth Forecast to 3.2%
IMF revised 2025 world growth to 3.2% in October, citing trade resilience, low unemployment, and stock gains despite tariffs. Emerging markets offset restrictions via regional ties.
8
US Q3 2025 GDP Hits 4.3% Annualized, Beats Forecasts
First estimate showed 4.3% q/q growth, offsetting weak business investment and housing declines. Headline masks nuanced trends needing careful review.
9
UK Q3 2025 GDP Confirmed at 0.1% q/q, Trade Up Slightly
Second estimate matched prior 0.1% q/q and 1.3% y/y growth; imports and exports rose 0.3% and 0.2% q/q. Figures align with expectations.
Low participation boosts stop runs and technical breaks, prioritizing capital preservation over trades. Fundamentals secondary to liquidity effects.
11
World Economic Policy Uncertainty Eases End-2025
BBVA monitor notes relaxing uncertainty despite geopolitics like China-Taiwan drills and failed Trump-Zelenskyy talks. Focus on global stability challenges.