Market Overview

While some central banks are signals end of easing cycle, the Fed intends to continue. The USD remains stable as the White House confirms the Fed's independence.

Tariffs have changed the status of the dollar, and the Fed may help it. The ECB and RBA could hike rates in 2026.

Gold retreats on Fed’s hawkish stance; high ETF demand and Chinese purchases sustain prices, but easing may slow gains.

Americans are unhappy with high prices and tariffs and are sceptical about the economic outlook, but they continue to spend money. The University of Michigan Consumer Sentiment Index rose to 53.3 in December, driven by optimism about the end of.

In 2026, experts favour the yen, see modest euro growth, and expect pressure on the franc, with Fed policy still key for the dollar.

The euro strengthens on improved business activity and stable policy, while the US dollar weakens amid rate cut prospects and economic vulnerabilities.

The US dollar weakens in December, driven by seasonal trends, policy divergence, and foreign profit repatriation, boosting yen, Aussie, and yuan.

The crypto market rises on institutional moves; Bitcoin rebounds, with uptrend signs emerging. Vanguard, BoA open crypto access for clients.

Hassett may become Fed chair as US rate cuts loom. AI boosts US over Europe; BoJ rate hike raises Treasury concerns.

The S&P 500 is gearing up for one of the best months of the year, Christmas rally and a Fed rate cut.

Euro rises on German inflation; yen strengthens as BoJ eyes rate hike; pound faces pressure after UK budget and capital flight.

Monetary policy divergence is set to favour the yen in 2026, while UK fiscal measures and rate cut expectations impact the pound and US dollar.