Commodities were calm: Brent crude edged back above $60 per barrel. Gold ticked up to $4,345 per ounce and was set for a weekly gain, supported by expectations for Fed rate cuts next year. #Brent #Gold #FiatNews
The yen weakened sharply after the Bank of Japan raised its policy rate to 0.75%. The yen lost more than 1% versus the dollar, taking the USD/JPY pair to a one-month high. Both the euro and the pound reached historic highs against the yen. #BOJ #JPY #FiatNews
European markets finished the week positive as the Stoxx 600 gained 0.3% to a record level. Sector performance was mixed: sportswear names Puma and Adidas fell amid worries over Nike’s weak results in China, which triggered a sharp sell-off in Nike shares. #STOXX600 #NKE #FiatNews
US stocks closed higher on Friday as traders returned to AI bets; the Nasdaq Composite rose about 1%. Oracle led gains after TikTok agreed to sell its U.S. operations to a joint venture including Oracle and Silver Lake. Micron climbed after an upbeat memory-chip demand outlook; Nvidia rallied on reports the U.S. administration may consider easing exports of advanced AI chips to China. #NASDAQ #ORCL #MU #NVDA #FiatNews
Howard Marks, founder of Oaktree Capital Management, discussed on Bloomberg on 19 December 2025 the existence of two types of financial bubbles and assessed the health of the current equity market. He warned that not all bubbles arise from weak fundamentals; some are driven primarily by market enthusiasm for particular financial structures. Marks identified one category of bubble rooted in traditional mismatches with fundamentals, and a second that he described as β€œbased only on the high popularity of some form of financial engineering.” He suggested this latter type can inflate independently of underlying economic value, posing distinct risks to investors and markets. Speaking as an experienced credit and investment manager, Marks framed the discussion as a caution about where exuberance is concentrated rather than a forecast of imminent collapse. His remarks underscore the need to distinguish bubbles driven by sentiment and product innovation from those reflecting deteriorating fundamentals. #HowardMarks #Oaktree #bubbles #equities #FiatNews
The Czech National Bank (CNB) reported that combined net profit of banks and savings banks in the Czech Republic rose by CZK 9.4 billion year‑on‑year to CZK 100.4 billion in the first three quarters of 2025. This increase reflects aggregated results across the domestic banking sector for the period. In absolute terms, the sector’s net profit for January–September 2025 was CZK 100.4 billion, up from about CZK 91.0 billion in the same period a year earlier. The CNB’s figure covers all commercial banks and building societies operating in the Czech market. The report was published on 19 December 2025 by the CNB and summarizes sectoral profitability through the third quarter of the year. #CNB #CzechBanks #CZK #Banking #FiatNews
Vestas Wind Systems is closing 2025 in far better shape than many investors expected earlier this year and is heading toward its best year in a decade. The company’s stock has climbed about 74% year-to-date, reflecting a strong turnaround in market sentiment as the year ends (report dated 19 Dec 2025). #Vestas #VWS The sharp share-price rebound contrasts with the worries that weighed on the company months ago; those concerns have largely dissipated as Vestas approaches year-end. Exact drivers and detailed financials were not provided in the summary, but the scale of the rally marks a notable recovery for the wind-turbine maker. Market participants will be watching upcoming company reports and order-book updates to see whether the momentum can be sustained into 2026. The improvement completes what the report characterizes as a significantly better finish to 2025 than many had predicted. #windenergy #FiatNews
Dec. 19, 2025 β€” The Trump administration has opened a government review that could permit the first shipments of Nvidia’s H200 AI accelerators to China, five sources told Reuters. The H200 is described in the report as Nvidia’s second-most powerful AI chip, and the review could alter current U.S. controls on advanced AI hardware exports. Sources say the process is at an early stage and no final decision has been announced. If approved, shipments of H200 units to Chinese customers would mark a notable shift in U.S. export policy toward AI semiconductors. The story is based on accounts from five sources speaking to Reuters. Authorities and companies involved have not released formal statements in the report. #Nvidia #H200 #China #FiatNews
Kyle Bass of Hayman Capital estimates the Federal Reserve has notable room for further interest-rate cuts, the weekly roundup reports. His view was presented as part of differing perspectives on the outlook for U.S. monetary policy and potential easing. #Fed #KyleBass #FiatNews
Sung Cho of Goldman Sachs Asset Management says investments in artificial intelligence and the ways they are financed should not be a major source of concern, according to the weekly commentary. The remark was highlighted amid broader market discussion about AI spending. #AI #GoldmanSachs #FiatNews