18 December 2025 β The Czech National Bank is expected to keep its key interest rate at 3.50% when it announces its decision this afternoon. Market participants largely forecast no change, leaving the central bankβs current monetary stance intact as it assesses inflation and growth signals. #CNB #FiatNews
An investment outlook for 2026 (published Dec 18, 2025) signals that the US dollar may continue to retreat while gold still βmakes senseβ as part of portfolios. The note highlights a broadly favorable macro backdrop next year, but warns that downside and event-driven risks appear more acute than before. Markets remain supported by ongoing enthusiasm for artificial intelligence, though investors are starting to ask where the AI cycle might peak.
Key takeaways: a softer dollar could bolster commodity prices and nonβUSD assets; gold is viewed as a viable hedge given elevated uncertainties; and the market upswing is being underpinned by AI-related flows even as questions about sustainability arise.
Implications for investors include monitoring central bank policy, inflation trends and geopolitical risks, and considering portfolio exposure to gold and other nonβdollar assets while watching developments in the AI investment cycle. #USD #gold #AI #markets #FiatNews
On 17 December 2025, trading on Wall Street was marked by heightened nervousness as technology shares came under pressure and investors rotated toward defensive assets. The move reflected growing concerns about recent macroeconomic data, rich valuations and the justification for elevated capital spending by tech firms focused on artificial intelligence.\n\nThe technology-heavy Nasdaq Composite and Nasdaq 100 both fell by more than 1%, wiping out notable gains as sentiment soured across the sector. Market participants cited uncertainty over whether increased AI-related investment will translate into near-term returns given current economic signals.\n\nTraders said the combination of macro worries and valuation scrutiny prompted a shift into defensive positions, weighing on growth-oriented names. Observers flagged the episode as another instance of volatility tied to the evolving debate over AI spending and broader economic prospects. #WallStreet #NasdaqComposite #Nasdaq100 #AI #FiatNews
Key events on the economic calendar for Dec. 18: Bank of England and ECB rate meetings, Czech National Bank policy meeting; U.S. initial jobless claims (consensus 225k) and U.S. CPI y/y for November (consensus 3.1%). Market participants will watch policy signals and inflation data closely. #ECB #BoE #CNB #FiatNews
U.S. 10-year government bond yields appear to have hit a local low at the end of October when they fell below 4%; since then yields have tended to rise even as market pricing increasingly factored in the potential for the Federal Reserve to cut rates in December. #bonds #Treasuries #FiatNews
Chinese chipmaker MetaX saw one of the most dramatic public listings in recent years, with its Shanghai debut surging about 693% on the first trading day, surpassing the strong start of rival Moore Threads and drawing investor attention to speculative IPO moves in China. #China #IPOs #FiatNews
Warner Bros. Discovery's board has unanimously recommended shareholders reject a hostile offer from Paramount Skydance, preferring what it describes as a better proposal from Netflix. The board's recommendation follows earlier media reports about the takeover attempts. #WBD #NFLX #FiatNews
Amazon is in talks to invest around $10 billion in OpenAI, media reports say, a move that would deepen Amazon's engagement with the AI company behind ChatGPT; the figure was cited as roughly 200 billion CZK in local conversion. Talks remain unconfirmed by companies. #AMZN #OpenAI #FiatNews
Waymo is reportedly seeking more than $15 billion from investors in a financing round that would value the robotaxi unit close to $100 billion, according to media reports. The deal is led by parent Alphabet as Waymo explores large-scale capital raising. #Alphabet #Waymo #FiatNews
European markets found support from higher oil prices and inflation dynamics, with London among the better-performing exchanges. U.S. macro releases produced muted reactions on Wall Street, leaving major indices with limited directional moves. #Europe #London #markets #FiatNews
