The Czech National Bank left interest rates unchanged at its final policy meeting of the year and did not shift its communication toward a noticeably more hawkish stance, the central bank said. While the decision itself brought no policy surprise, the statement flagged several issues that will bear watching going forward.
Market attention will focus on the CNBโs reaction to the announced forgiveness of POZE and to signs of lower inflation in January. The note said these developments could be important for the outlook, without indicating an immediate change in the bankโs rate path or messaging.
Overall, the meeting maintained the status quo on policy settings and communications, while highlighting specific near-term factors โ the POZE measure and softer January inflation โ that could influence future deliberations. #CNB #inflation #CzechRepublic #FiatNews
Micron Technologies shares rose in recent trading, the bulletin reports, reflecting positive market momentum for the semiconductor maker. The short note did not specify the magnitude of the gain or the catalysts behind the move, leaving details on price change and drivers unspecified. #Micron #MU #FiatNews
Erste has reportedly obtained a regulatory green light related to its deal with Santander, removing a significant hurdle to the transaction. The report noted approval was granted but did not provide further financial terms or implementation timelines for the acquisition or partnership. #Erste #Santander #FiatNews
18 December 2025 โ The European Central Bank is forecast to keep policy rates unchanged in todayโs meeting. Officials are expected to maintain current rates as they continue to monitor inflation trends and economic momentum across the euro area, postponing further policy moves for now. #ECB #FiatNews
# BoE expected to cut: 18 December 2025 โ The Bank of England is widely expected to deliver a pre-Christmas interest rate cut in its announcement this afternoon. Economists anticipate a reduction ahead of year-end, signaling a shift from prior tightening as the BoE reacts to evolving inflation and activity data. #BoE #FiatNews
18 December 2025 โ 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 bankโs 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 โmakes senseโ 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 nonโUSD 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 nonโdollar 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