#Czech Republic: A new government inherits an economy with low inflation and relatively strong growth. Czech GDP is set to grow fastest in three years this year; November inflation fell to 2.1%. Energy prices in January could push inflation even lower. #FiatNews

#FX outlook from JPMorgan: Brian Dunne of JPMorgan’s FX division said the U.S. dollar has room to weaken in the first half of next year, driven by a view of “not-so-large U.S. exceptionalism,” implying less pronounced outperformance for the dollar. #FiatNews

#Analysts expect strong growth next year for several European tech names. Dan Ives of Wedbush highlighted a shortlist including SAP, Klarna and Spotify as European tech companies he favors despite the challenging regional business environment. #SAP #Spotify #FiatNews

#Weekly preview: Markets face a packed calendar, delayed macro releases and central bank meetings amid signs of cracks in the AI narrative. Technology-related news — including developments around Oracle — may add volatility as investors digest fresh data and policy cues before the holidays. #FiatNews

#Investment outlook 2026: China will be a dual force — contributing to global growth while increasing risks. Markets remain driven by AI enthusiasm, but investors are increasingly assessing where the AI cycle may peak. The outlook warns of favorable macro conditions alongside heightened downside risks. #FiatNews

#FederalReserve officials flagged differing views ahead of key U.S. data this week. Fed governor Stephen Miran said policy remains overly restrictive given his mild inflation outlook and labour-market warning signs; NY Fed President John Williams called policy well positioned after last week’s cut. U.S. payrolls (Tue) and CPI (Thu) are due — markets price roughly two rate cuts next year. #FiatNews

U.S. markets started the last full trading week of 2025 mixed: Dow down 0.3%, S&P 500 flat, Nasdaq 100 off 0.4%. Broadcom on its worst three-day slide since 2020; Oracle extended a multiday sell-off to about −18%. Most mega-caps fell (led by Apple), while Tesla and Nvidia gained. 10Y UST yield eased 2 bps to 4.16%; the dollar neared its lowest since early October. #NASDAQ #S&P500 #FiatNews

15 December 2025 — Wall Street traded unevenly as investors awaited key U.S. economic releases that could reshape expectations for further Federal Reserve rate cuts. Equities showed intraday volatility while bond prices climbed, signaling cautious positioning ahead of the data. Market participants said the incoming U.S. reports are likely to influence the timing and scale of future easing by the Fed. Rising bond prices implied downward pressure on yields, reflecting demand for safer assets as traders assessed the implications of the upcoming figures. Traders remain cautious ahead of the releases, which market participants expect will provide clearer signals on inflation and the labour market and therefore on the Fed’s policy path. #WallStreet #US #Fed #Markets #FiatNews

As of 15 December 2025, current expectations for the US economy and corporate profitability in 2026 suggest that profits of the largest traded companies will not converge with the rest of the market. A closer look beneath aggregate forecasts indicates that earlier hopes for a catch-up outside the biggest cap group are unlikely to materialize next year. The analysis highlights a persistent earnings gap between the so-called Mag7 and other listed firms. While headline macro signals paint a broad picture of growth and profit trends, sector- and firm-level projections show continued divergence in profitability into 2026. Market participants following earnings momentum and portfolio exposure should account for uneven profit dynamics across market segments when assessing risk and return prospects for the coming year. #USeconomy #earnings #Mag7 #FiatNews

Analysts predict strong growth next year for SAP, Klarna and Spotify, according to Dan Ives, Wedbush Securities’ lead technology analyst. Ives compiled a four-company list of European tech firms he favors, citing their growth potential despite what he describes as an unfavorable business environment in Europe. Ives singled out these names as resilient picks amid challenging macro conditions for the region’s tech sector. The selection reflects his view that specific large-cap and fast-growing European tech and fintech firms can outperform even as broader regional headwinds persist. Market participants will watch earnings and guidance next year for signs that these companies can deliver the projected acceleration. #SAP #Klarna #Spotify #Tech #FiatNews