By Stefano Rebaudo LONDON, Feb 5 (Reuters) - Central banks in big economies are parting ways, with Australia this week raising interest rates for the first time in two years, while others are taking a more cautious approach even if they are likely done with easing. The European Central Bank and Bank ​of England held rates on Thursday, although the UK decision was seen by markets as dovish. The U.S. Federal Reserve remains in the easing camp. Here's where ‌central banks in 10 developed markets stand: ...

Gold, Silver Long-Term Appeal Holds Despite PullbacksCONCLUDED[S&P 500 Flirts With New Closing High]Last Updated:---12 hours ago# Gold, Silver Long-Term Appeal Holds Despite PullbacksByGiulia Petroni, Dow Jones NewswiresThe longer-term structural case for precious metals remains intact, leaving room for a modest bounce in the coming days despite recent speculative unwind, Sucden Financial analysts said.Gold and silver prices tumbled from record highs after President Donald Trump nominated Kevin Warsh as Fed ...

Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. Subscribe to the Morning Minute on Substack. GM! Today’s top news: Crypto majors fall despite neutral FOMC; BTC at $87,800 Hyperliquid’s HIP-3 does $2B+ in volume as Gold & Silver hit ATH The White House pushed for a meeting with Banks/crypto firms to broker deal on Clarity Act issues Fidelity announced its own stablecoin FIDD on Ethereum ...

Gold surged to a record high above $5,400 an ounce, extending a breakneck rally fueled by expectations of monetary easing and a flight from sovereign bonds and currencies. Bullion rose as much as 4.6% as traders bet the new monetary chief at the Federal Reserve may lean toward more easing later in the year. This is despite the fact that Fed officials left interest rates unchanged and they signaled a more cautious approach to potential future adjustments at the conclusion of their meeting Wednesday. Most ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: The Federal Reserve on Wednesday, in a decision with two dissents, held the main interest rate steady at a range between 3.5% and 3.75%, noting robust economic growth and signs of stability in the unemployment rate. Policymakers cautioned that inflation persists above their 2% goal while not expressing the same degree of concern about weak hiring that prompte ...

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. U.S. equity markets experienced a quarter supported by optimism around potential monetary easing and caution related to economic growth and valuations. Early gains were driven by strong AI-related earnings and the US Federal Reserve’s rate cut in October, which improved expectations for financial conditions. However, market sentiment cooled l ...

Market Overview - U.S. equity markets in Q4 2025 were influenced by optimism regarding potential monetary easing and caution related to economic growth and valuations [1] - Early gains were attributed to strong AI-related earnings and a rate cut by the US Federal Reserve in October, but sentiment cooled later due to mixed signals from the Fed [1] - Large caps rose 17.4% for the year and 2.4% in the quarter, while small caps gained 12.8% for the year and 2.2% in the quarter [1] - Value stocks outperformed growth stocks, returning 3.3% versus 1.2% for the quarter [1] Fund Performance - Meridian Growth Fund delivered a return of -0.39% (net) in Q4 2025, underperforming the Russell 2500 Growth Index's return of 0.33% [1] - The firm is monitoring factors that may impact market returns, including changes in monetary policy and the sustainability of AI investments due to high valuations among hyperscalers [1] Company Spotlight: Tandem Diabetes Care, Inc. - Tandem Diabetes Care, Inc. (NASDAQ:TNDM) was highlighted as a leading contributor in the Meridian Growth Fund's Q4 2025 investor letter [2] - The company specializes in technology solutions for diabetes management, particularly advanced insulin delivery systems [3] - Tandem's stock traded between $9.98 and $37.93 over the past 52 weeks, closing at $20.20 on January 26, 2026, with a market capitalization of $1.37 billion [2] - The stock experienced a one-month return of -10.26% but gained 33.77% over the last three months [2] - The company is well-positioned to capture market share in a growing addressable market, as many Type 1 diabetes patients still manage insulin manually [3]

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Growth Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. U.S. equity markets experienced a quarter shaped by optimism around potential monetary easing and caution related to economic growth and valuations. Early gains were driven by strong AI-related earnings and the US Federal Reserve’s rate cut in October. However, market sentiment cooled later in the quarter due to mixed signals from the Fed regardi ...

J P M O R G A N On China macro, latest data (China Economist) from China shows money supply (M2) picking up in Dec'25, which rose +8.5% YoY. The PBOC also announced a series of monetary easing measures including a 25bp cut for all structural policy tools, re-lending programmes for several sectors which highlights PBOC's focus on supporting policy-driven sectors (tech, green, elderly care, inclusive finance) and weaker private sectors. In our EMEA Metals & Mining 2026 Outlook, we highlighted the positive cor ...

Group 1 - The Federal Reserve is expected to have a stronger bias toward monetary easing in 2026, which may lead to a divergence from other global central banks [3][4] - The Bank of Canada may follow a similar easing direction as the Fed, albeit reluctantly and incompletely [4] - The Bank of Japan is likely to firm its policy rate amid a complicated transition process [4] Group 2 - BNY Investments has released a 2026 outlook, indicating potential shifts in central bank policies [2] - The BNY Enhanced Dividend and Income ETF (BEDY) aims to blend capital appreciation and income through its investment strategy [5] - As of December 31, 2025, BEDY's net asset value (NAV) has increased by 18.24% year-to-date, demonstrating the effectiveness of its equity exposure approach [6]