CSOB economists expect the U.S. economy to maintain a solid pace of growth in 2026 driven by investment tied to the artificial intelligence technology cycle, but they forecast a modest slowdown to growth of 1.7%. Their outlook highlights stable inflation and an expectation of lower policy rates next year, while noting lingering questions about the Federal Reserve's stance.
The projection points to continued investment momentum as the primary growth engine, even as headline growth eases from higher recent rates. Analysts signal that inflation should remain broadly stable, supporting the case for easing monetary policy, though the timing and scale of any Fed moves are uncertain.
This outlook is part of CSOBs 2026 outlook and underscores how the AI-driven investment cycle could shape macro dynamics in the coming year, with growth, inflation and central-bank decisions closely interlinked. #US #Fed #inflation #AI #CSOB #FiatNews
The Czech National Bank left its policy rate unchanged at 3.5% on Dec. 18, 2025, but surprised markets with markedly softer forward guidance. The central bankβs milder communication halted the korunaβs recent weakening: EUR/CZK stabilized around 24.35 immediately after the announcement. #CNB #EURCZK #CZK
In a morning note accompanying the decision, analysts expect U.S. inflation to fall back to the Fedβs target in January, a development the note says would support continued Fed rate reductions. Markets interpreted the CNBβs wording as less hawkish than anticipated, weighing on expectations for further nearβterm Czech tightening.
The move underscores the interaction between domestic policy signaling and global inflation prospects: a softer CNB tone and prospects of U.S. disinflation together helped steady the koruna at current levels. #FiatNews
#TikTok has initiated the process of separating from parent ByteDance through a sale to a consortium led by Oracle, the company began on 19 December 2025. The move starts a formal divestment process of the social app from its Chinese owner. #TikTok #ByteDance #Oracle #FiatNews
#Recent surveys reported on 19 December 2025 show divergent consumer sentiment in Britain and Germany. While Britainβs consumer mood followed a different path, German consumer confidence fell sharply in the latest readings, indicating a significant decline in household sentiment. #UK #Germany #consumerconfidence #FiatNews
#Japan's central bank raised interest rates to their highest level in 30 years on 19 December 2025, according to the news summary. The Bank of Japan's move lifts policy rates to a threeβdecade peak, marking a notable change in its monetary stance. #BOJ #Japan #FiatNews
EU leaders after a long overnight meeting agreed on a twoβyear loan to Ukraine worth β¬90 billion, approved on 19 December 2025. The package was negotiated among member states to provide financial support to Ukraine over the next two years; further disbursement details were set by the EU. #EU #Ukraine #FiatNews
Investment outlook for 2026 β as of 19 Dec 2025 the summary points to a generally favorable macroeconomic backdrop but with intensifying risks. Markets remain propelled by a wave of enthusiasm around artificial intelligence, while investors are already debating where the peak of the AI cycle may lie.
The summary highlights two central dynamics: macro conditions that appear supportive for growth and asset prices, and concentrated risk tied to very high expectations for AI-related firms and technologies. Market momentum is strong but attention is focused on the sustainability of AI-driven gains.
Investors and market participants therefore face a mix of optimism on macro fundamentals and heightened vigilance regarding valuations and cyclical questions around AI adoption. Key items to watch include incoming macro indicators and evidence of durable productivity gains from AI. #InvestmentOutlook #AI #2026 #Macro #FiatNews
Tesla valuation trends: Market pricing increasingly treats Tesla as an AI/autonomy company rather than just an automaker. Analysts note the companyβs core vehicle business makes up a small fraction of market value; recent gains were supported by driverless robotaxi test drives in Austin. #Tesla #FiatNews
Germany 2026 outlook: ΔSOB analysts forecast slow growth next year, with competitiveness weighed down by high energy costs, pressure from Chinese competition and a lack of major structural reforms, leaving the economy in a lowβgrowth trap. #Germany #economy #FiatNews
Bank of England cut its base rate by 25 basis points to 3.75%, the lowest level in three years, in a move that was widely expected by markets. The cut stands in contrast to other central banks that held rates steady at recent meetings. #BoE #FiatNews
