Investment outlook for 2026: strategists say they remain invested in AI themes but are starting to look beyond the immediate AI cycle. The coming year is expected to offer a favorable macro backdrop, paired with elevated risks that investors should monitor. #investment #AI #FiatNews
Ed Yardeni told CNBC that the technology sector now trades at a price-to-earnings multiple around 30, compared with about 50 at the peak of the internet bubble. His comment underscores ongoing debate about valuation levels in tech stocks. #tech #valuations #FiatNews
The traditional 'Santa Claus' rally did not materialize as U.S. markets entered year-end trading. Investors remain cautious amid mixed labor-market data and uncertainty about inflation and the Fed's policy path, keeping major indices in a sideways trend. #markets #SantaRally #investing #FiatNews
Oracle, Microsoft and Meta Platforms have committed roughly $500 billion over coming years to lease data-center space and related infrastructure to support AI deployment, according to a Bloomberg analysis of the firms' quarterly reports β a major capacity push for AI workloads. #AI #MSFT #META #ORCL #FiatNews
Oil prices rose after a U.S. directive to fully block sanctioned oil tankers sailing to or from Venezuela. Brent crude climbed about 1.6% toward $60/barrel, while U.S. WTI also gained roughly 1.6%, moving above $56/barrel amid the shipping restrictions. #oil #Brent #WTI #FiatNews
The Czech koruna weakened ahead of the Czech National Bank's board meeting, slipping nine halΓ©Ε to 24.41 CZK/EUR and 20.76 CZK/USD. Still, the koruna has had a strong year, strengthening more than 3% to around 24.30 CZK/EUR from early-year expectations near 25. #CZK #CNB #FiatNews
Prague bourse closes above 2,600 for the first time after a strong rise: the PX index gained 1.78% to 2,640.70. Insurer VIG, KomerΔnΓ banka and Erste were the main contributors, while energy group ΔEZ lagged. The move marks a notable local-market advance ahead of year-end trading. #PX #CzechRepublic #FiatNews
U.S. 10βyear Treasury yields appear to have hit a local trough at the end of October, when they fell below 4%. Since then, yields have generally trended upward even as market developments increasingly pointed to an anticipated Federal Reserve interestβrate cut in December. #US10Y #Treasury #Fed
The apparent divergence raises the question posed by market commentators: are equity markets effectively ignoring bond signals, or are both markets pricing in prospects for lower rates differently? Key datum: the October low for the 10βyear was below 4%, after which yields moved higher despite growing expectations of a December cut.
Traders and analysts will be watching whether this gap between equity behavior and bond yields narrows as Fed policy decisions and incoming data clarify the outlook for U.S. interest rates. #FiatNews
U.S. markets entered the year-end period without the customary Santa Claus rally, leaving investors cautious as 2025 draws to a close (report dated 17.12.2025). Mixed labor-market data and persistent uncertainty about inflation and the Federal Reserveβs next moves have kept major indexes largely trading sideways.
Market commentary highlights that ambiguity in employment reports and inflation readings β together with unclear signals on future rate policy from the Fed β are the principal reasons for muted market momentum. The review of 2025 notes these themes dominated investor sentiment throughout the year.
Key items to watch into year-end remain incoming labor-market statistics, updated inflation figures and any further Fed communications that could clarify the path for interest rates. #markets #Fed #inflation #SantaRally #FiatNews
US stocks appear poised for another year of gains, Ed Yardeni of Yardeni Research said on CNBC on 17 December 2025, highlighting current valuations in the technology sector. He noted that "the technology sector is now trading at a price-to-earnings ratio of thirty; at the height of the internet bubble it was around fifty."
Yardeniβs remark frames the valuation picture for tech: a P/E of 30 today versus roughly 50 at the dotβcom peak. The comparison was offered as context for whether the market can sustain further upside after recent rallies.
Investors and analysts will likely watch tech earnings and valuation metrics as they assess prospects for continued gains into the coming year. #USStocks #Tech #Valuation #Yardeni #FiatNews
