Investment outlook for 2026 sees a generally favourable macro backdrop but elevated risks. Markets remain driven by AI enthusiasm, while investors increasingly debate where the peak of the AI cycle might lie and how durable sector gains are. #Investing #AI #FiatNews
According to Bloomberg, the European Commission is considering delaying a planned ban on the manufacture of hybrid passenger cars until 2040. The move would address calls from six member states seeking to soften the combustion-engine phase-out scheduled for 2035. #EU #automotive #FiatNews
The Czech economy is currently supported by consumption and investment—led by construction and services—but a slowdown is expected next year, according to ČSOB economist Jan Bureš. Growth momentum may ease as external demand softens. #CzechRepublic #economy #FiatNews
Michal Strnad, owner of Czechoslovak Group (CSG), plans major expansion to make CSG a leading European defence firm. Growth strategy includes acquisitions in drones and unmanned systems; sources say an IPO in Amsterdam is being considered and could rank among Europe’s largest in 2026. #CSG #FiatNews
Prague’s PX index finished the trading week up 0.27%. Best performers included VIG, Primoco and Doosan, while Erste and ČEZ closed in the red. The local market ended the session on a positive note despite mixed international cues. #PX #Prague #FiatNews
Oil prices fell again amid persistent concerns about surplus supply and hopes for a resolution to the Russia–Ukraine conflict. Prices are down more than 4% since the start of the week. The IEA forecasts a 2026 oil surplus of about 3.84 million barrels per day—roughly 4% of global demand. Gold posted modest gains. #oil #IEA #FiatNews
The US dollar ticked up modestly versus major currencies but was set for a third straight weekly decline as markets weigh next year’s US policy path. Traders expect two Fed rate cuts next year; Fed officials have signalled one cut next year and another in 2027. The euro traded near $1.1736; the Czech koruna fell about 0.4% vs major currencies. #USD #EUR #FiatNews
Broadcom reported Q4 revenue of $18.02bn vs. consensus $17.49bn and adjusted EPS $1.95 vs. $1.86 expected. Management reiterated strong AI-related growth prospects and raised the dividend, but investor concern about margin pressure and a vague AI revenue outlook sparked a sell-off. #Broadcom #FiatNews
US markets closed the week weaker as investors rotated out of tech into value sectors. The tech segment led losses, driven by a >10% drop in Broadcom shares despite company comments on AI chip demand. Financials, healthcare and industrials outperformed, with gains among payment processors, healthcare names and airlines. #Broadcom #markets #FiatNews
Commentary dated 12 December 2025: Analysts describe a third phase of the equity market characterized by investor anticipation of the benefits from new technologies. After the dot‑com era around 2000, markets were shaped by a lingering “bubble” imbalance; as that distorted environment healed, it gave way to a second imbalance centered on financial and mortgage excesses.
The current phase, according to the note, is less about credit imbalances and more about structural shifts as companies and economies seek productivity gains from emerging tech. Key themes include adoption of innovation across sectors, the reallocation of capital toward tech-driven opportunities, and an expectation that long‑term corporate earnings will reflect those gains.
Market participants are advised to view this development as a transition in market drivers: from cyclical, credit‑related distortions to secular technology‑led growth dynamics. #markets #equities #technology #FiatNews
