Market Analysis

December, 2025

  • 25 December 2025 2:18 am

    Google Targets Nvidia’s Stronghold as AI Software and Chip Strategy Converge

    Alphabet’s ambition to challenge Nvidia’s dominance is no longer confined to artificial intelligence software. The company is now working to weaken Nvidia’s most critical advantage: its deeply entrenched software ecosystem that binds developers to its chips. A Strategic Push Beyond Software LeadershipThis shift marks a decisive escalation in the AI …

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  • 25 December 2025 1:24 am

    Race for the Fed: Trump’s High-Pressure Pick as Markets Test Central Bank Independence

    With Jerome Powell’s term ending in May, the race to lead the US Federal Reserve has reached a critical moment. President Donald Trump is expected to reveal his nominee soon, a choice that will shape interest-rate policy, investor confidence, and the delicate balance between politics and central banking for years …

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  • 25 December 2025 12:06 am

    Dollar Softens, T-Yields Retreat Despite Solid U.S. Growth

    U.S. Treasury yields edged lower on Wednesday as investors increased allocations to government bonds, even after economic data confirmed strong growth momentum. The 10-year yield, the key benchmark for borrowing costs, fell by more than three basis points to around 4.14%. Shorter- and longer-dated yields followed the same direction, with …

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  • 24 December 2025 11:27 pm

    U.S. Jobs Outlook Darkens for 2026 as Hiring Slows and Layoff Risks Build

    After a relatively calm start to 2025, the U.S. labor market ended the year on shaky ground. What began as a period of limited hiring and limited firing gradually shifted into a wave of large-scale layoffs across some of America’s biggest employers. By year’s end, job cuts had climbed to …

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  • 24 December 2025 10:20 pm

    Is Santa Claus Rally Back? S&P 500 Breaks Another Record as Holiday Optimism Lifts Markets

    A Festive Push to New Highs: U.S. stocks pushed higher in a holiday-shortened trading session, with the S&P 500 climbing to a fresh intraday record after already securing a record close in the previous session. The benchmark index advanced around 0.4%, underscoring the market’s steady momentum as the year draws …

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  • 24 December 2025 9:21 pm

    Loonie Holds the Upper Hand as Policy Gap Pressures USD/CAD

    The Canadian dollar maintained a modest edge against its U.S. counterpart, keeping USD/CAD pinned near five-month lows as subdued holiday liquidity capped volatility. The pair hovered around 1.3675, close to its weakest level since late July, with price action driven more by policy expectations than fresh data.GDP Data Fails to …

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  • 24 December 2025 8:48 pm

    Gold Steps Back After Record Run as Holiday Calm Sparks Profit-Taking

    Pause After a Historic Surge: Gold prices eased slightly after touching unprecedented highs, as quiet holiday trading encouraged investors to lock in profits. With markets thinned by the festive season, even modest selling pressure was enough to push prices lower from their peak, marking a temporary pause after a powerful …

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  • 24 December 2025 7:42 pm

    Pound Slips Slightly as Holiday Quiet Keeps Currency Trading Muted

    The British pound edged modestly lower against the U.S. dollar during subdued trading, as global markets slowed amid the holiday season. With many investors stepping aside and liquidity thinning, currency movements remained limited, reflecting a broader pause in risk-taking rather than any sharp shift in economic sentiment.The dollar found mild …

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  • 24 December 2025 7:09 pm

    Friday’s ‘Quadruple Witching’ Could Spark Heavy Volatility on Wall Street

    US markets are heading into one of the most consequential trading days of the year, with Wall Street bracing for sharp swings in prices and unusually heavy trading volumes. Friday’s session could prove unpredictable as traders unwind and reset massive derivatives positions.Volatile Finish to the Week: A Record-Breaking Options ExpirationAn …

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  • 24 December 2025 4:51 pm

    Gold Smashes $4,500 for First Time as Precious Metals Rally on Fed Cut Bets

    Gold surged to an unprecedented milestone on Wednesday, breaking above $4,500 an ounce for the first time, while silver and platinum also posted fresh record highs, underscoring an exceptional rally across the precious metals complex driven by safe-haven demand, speculative inflows, and expectations of further U.S. interest-rate cuts next year. …

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  • 23 December 2025 8:43 pm

    Wall Street Holds Steady After Strong U.S. GDP Report

    U.S. stock markets ended the latest trading session largely unchanged, as investors digested a stronger-than-expected report on U.S. economic growth. The solid GDP figures prompted market participants to reassess their expectations for the Federal Reserve’s next moves, particularly regarding the timing and pace of interest rate cuts.The latest data showed …

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  • 23 December 2025 7:33 pm

    US Consumer Confidence Falls in December, Pressuring the Dollar

    Consumer sentiment in the United States showed signs of weakening in December, with the Conference Board reporting that its Consumer Confidence Index dropped by 3.8 points to 89.1, down from 92.9 in November. This marks the fifth consecutive month of decline, highlighting growing caution among American households as they assess …

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  • 23 December 2025 6:01 pm

    U.S. Economy Surges 4.3% in Q3, Beating Forecasts as Consumer Demand and Inflation Pick Up

    The U.S. economy expanded at a much faster pace than expected in the third quarter, growing at an annualized rate of 4.3%, according to data released by the U.S. Commerce Department. The reading comfortably exceeded market expectations for 3.2% growth and marked a sharp acceleration from the 3.8% pace recorded …

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