Latest Industry Trends News
Japan Industrial Production Contracts 2.1% in November
Japan's industrial production fell 2.1% year-on-year in November, reversing prior expansion, while retail sales slowed to 1.0% and housing starts dropped 8.5%, signaling cyclical slowdown. This highlights stress in domestic demand and construction amid broader global transitions.
Policymakers prioritize stability over stimulus.
US Economy Expands at 4.3% Annualized Rate in Q3 2025
The US economy grew at 4.3% annualized in Q3 2025, up from 3.8% in Q2, with industrial production up 2.5% and manufacturing 1.9% year-on-year. This resilience persists despite sticky inflation.
Data reinforces upside surprises in macro indicators.
India Core Infrastructure Sectors Expand 1.8% in November
India's eight core infrastructure sectors grew 1.8% year-on-year in November, reversing October's contraction, indicating stabilization. Government pushes metro corridors, mining reforms, and RBI plans ₹2.90 lakh crore liquidity infusion.
SEBI reforms boost market efficiency.
Global Growth Projected to Slow to 3.2% in 2025
IMF forecasts global growth slowing from 3.3% in 2024 to 3.2% in 2025 and 3.1% in 2026 due to policy shifts. Uncertainties from US tariffs, AI bubble, and critical minerals search reshape trade.
Positive signals persist but risks loom.
Trump Tariffs Trigger Global Trade Reset and Market Panic
US tariffs imposed on or before April 2, 2025, 'Liberation Day,' prompted countermeasures from Canada, China, and others, causing international market panic. This escalates to global conflict, with even Mexico imposing 50% tariffs on Indian cars.
Trade shifts from efficiency to security, raising prices.
Hot-Rolled Coil Market Faces Moderate Pressure in 2025
The global hot-rolled coil market endured pressure throughout 2025, with regulatory changes key in Europe. This reflects broader manufacturing sector challenges amid trade disruptions.
Demand and supply dynamics strained by economic slowdowns.
AI Investment Drives Global Growth Amid Policy Shifts
Investment in artificial intelligence became a major driver of global growth in 2025, clashing with trade and migration restrictions. This technological substrate shift accompanies remade trading architecture.
Returns favor finance over production due to capital flows.
Protectionism and Anti-Immigration Policies Risk Stagflation
Prolonged policy uncertainty, protectionism, and restrictive immigration could dampen consumption, investment, and labor supply, risking stagflation. IMF warns of suppressed productivity and supply chain disruptions.
High US inflation exacerbates risks in ageing economies.
FOMC Highlights Elevated Uncertainty and Employment Risks
The December 10 FOMC statement notes elevated uncertainty and risen downside risks to employment, reinforcing slower-growth outlook. This impacts market sentiment in late 2025.
Policymakers adjust to diversifying growth paths.
Energy Sector Uncertainties Persist from Geopolitics and Climate
Global energy faces ongoing issues from Ukraine war, Middle East conflicts, European sanctions on Russia, and unmet green energy targets. These factors heighten 2025 uncertainties alongside inflation and trade wars.
Climate disasters intensified impacts.
Lower Interest Rates Fuel Debt and Wealth Inequality
Declining rates in 2025 encouraged debt buildup, rising house and stock prices, greater wealth inequality, and financial risks. This trend aligns with global liquidity management efforts.
Investors urged toward diversification.