Bank of England Governor Andrew Bailey, speaking at a news conference in London, said there "should be scope for some further easing in monetary policy" given that inflation is on track to return to the 2% target "soon." Earlier the BOE voted 5-4 to leave rates unchanged at 3.75%. The closer-than-expected decision revived hopes of a move next month. ...

Gold Price Prediction - Analysts predict gold prices may rise to USD 5,000-5,200 and Rs 1,50,000-1,55,000 on the MCX in 2026, driven by factors such as monetary policy easing, de-dollarisation, and global trade tensions [1][7] - Gold prices recently climbed by USD 165.4, or 3.77 percent, reaching a lifetime high of USD 4,584 per ounce on the Comex [2][6][8] Silver Price Prediction - Silver prices gained USD 9.71, or 14.4 percent, in the past week, reaching a lifetime high of USD 79.70 per ounce [4][8] - Analysts expect silver prices to rise to USD 80-85 per ounce globally due to supply constraints [4][5][8] - Silver's market capitalisation has increased to USD 4.220 trillion, making it one of the most valuable assets, closely following NVIDIA Corporation [7]

25 December 2025 | 12:33AM HKT Economics Research China: PBOC strikes a measured easing stance at Q4 MPC meeting Bottom line: The PBOC held its Q4 MPC meeting on December 18th and the statement was released on December 24th. The PBOC struck a measured easing stance, signaling the possibility of easing in the coming months but also a preference for a reactive approach to preserve policy room. The renewed emphasis on intensifying policy adjustments is in line with the tone set at the Central Economic Work Con ...

Market Performance - Benchmark stock indices Sensex and Nifty surged nearly 1 per cent on Monday, driven by positive investor sentiment amid foreign fund inflows and a rally in global markets due to expectations of further monetary policy easing by the US Federal Reserve [1] - The 30-share BSE Sensex increased by 638.12 points or 0.75 per cent, closing at 85,567.48, while the 50-share NSE Nifty rose by 206 points or 0.79 per cent, closing above 26,000 at 26,172.40 [2] Sector Performance - Among the 30-Sensex firms, notable gainers included Trent, Infosys, Bharti Airtel, Tech Mahindra, Bharat Electronics, and Maruti, while laggards included State Bank of India, Kotak Mahindra Bank, Larsen & Toubro, and Titan [3] Foreign Investment - Foreign Institutional Investors (FIIs) turned net buyers, purchasing equities worth Rs 1,830.89 crore, while Domestic Institutional Investors (DIIs) bought equities worth Rs 5,722.89 crore in the previous trade, reinforcing a positive market tone [7] - A stabilizing USD-INR exchange rate and data showing foreign portfolio investors as net buyers of domestic equities triggered broad-based buying and short covering across derivative segments [8] Global Market Influence - Global risk appetite remained firm, supported by expectations of further monetary policy easing by the US Federal Reserve, which helped sustain risk-on momentum across global markets [9] - Brent crude, the global oil benchmark, increased by 0.86 per cent to $60.99 per barrel, reflecting broader market trends [9]

泰国央行将关键利率下调至2022年以来最低水平，在泰铢坚挺以及政治不确定性笼罩之际，给脆弱的经 济提供支撑。 泰国央行货币政策委员会周三一致投票决定将1天期回购利率下调25个基点至1.25%，这是14个月以来 的第五次降息。调查显示24位经济学家中有23位预测到了这一结果，只有一人预测会维持利率不变。 泰铢在政策决定公布后回吐涨幅，目前报1美元兑31.528泰铢。 进一步放松货币政策可能对这个东南亚第二大经济体至关重要，泰国经济遭受了一系列冲击，包括美 国"对等关税"、南部各省严重洪灾、与柬埔寨的边境冲突等。 泰国央行将关键利率下调至2022年以来最低水平，在泰铢坚挺以及政治不确定性笼罩之际，给脆弱的经 济提供支撑。 泰国央行货币政策委员会周三一致投票决定将1天期回购利率下调25个基点至1.25%，这是14个月以来 的第五次降息。调查显示24位经济学家中有23位预测到了这一结果，只有一人预测会维持利率不变。 泰铢在政策决定公布后回吐涨幅，目前报1美元兑31.528泰铢。 进一步放松货币政策可能对这个东南亚第二大经济体至关重要，泰国经济遭受了一系列冲击，包括美 国"对等关税"、南部各省严重洪灾、与柬埔寨的边境冲 ...

The dollar index (DXY00) on Tuesday fell to a 2.25-month low and finished down -0.21%.  The dollar was under pressure from Tuesday's Fed-friendly US economic reports on Nov payrolls, Oct retail sales, and Dec S&P manufacturing activity that bolster the outlook for the Fed to keep easing monetary policy. The dollar is also under pressure as the Fed boosts liquidity in the financial system, having begun purchasing $40 billion a month in T-bills, effective last Friday.  Finally, the dollar is also being und ...

Economic Indicators - The S&P 500 Index is down by -0.14%, while the Dow Jones is down by -0.13%, and the Nasdaq 100 is up by +0.03% [1] - The broader market is under pressure due to US economic concerns, with the November unemployment rate rising to a 4-year high of 4.6% and October retail sales stagnating [2][4] - November nonfarm payrolls increased by +64,000, surpassing expectations of +50,000, while October nonfarm payrolls decreased by -105,000, worse than the expected decline of -25,000 [4] - Average hourly earnings in November rose by +0.1% month-over-month and +3.5% year-over-year, which is the smallest year-on-year increase in 4.5 years [4] Retail Sales - October retail sales were unchanged month-over-month, falling short of expectations of +0.1% [5] - However, retail sales excluding autos rose by +0.4% month-over-month, exceeding expectations of +0.2% [5] Market Expectations - The market is anticipating a 24% chance that the Federal Open Market Committee (FOMC) will cut the fed funds target range by 25 basis points at the next meeting on January 27-28 [7] - Upcoming economic news includes expectations for a decrease in weekly initial unemployment claims and a rise in November CPI to +3.1% year-over-year [6]

Group 1: Core Insights - Artificial intelligence is projected to remain central to investment strategies, with expectations of continued economic expansion and gains in the S&P 500 index [1][2] - Global GDP growth is estimated to be between 2.4% and 3.3%, indicating resilience in the global economy [2] Group 2: Stock Forecasts - Various brokerages have provided forecasts for the S&P 500 index in 2026, with targets ranging from 7,100 to 8,100 [3] - Notable targets include Citigroup at 7,700, Deutsche Bank at 8,000, and Oppenheimer Asset Management at 8,100 [3] Group 3: Real GDP Growth Estimates - Real GDP growth forecasts for the U.S. and other regions vary among brokerages, with Citigroup predicting 1.9% for the U.S. and Goldman Sachs at 2.3% [4] - Morgan Stanley projects a 3.2% growth rate globally, with 1.8% for the U.S. [4]

Core Viewpoint - Oppenheimer Asset Management's John Stoltzfus predicts an 18% rally for the S&P 500 in the next year, aiming for a target of around 8,100 points by the end of 2026, driven by strong economic growth and monetary policy easing [1][2]. Group 1: Market Outlook - The S&P 500 is currently about 3% away from Stoltzfus's end-2025 target, indicating a positive market trend [1]. - US stocks are experiencing a third consecutive year of double-digit gains, supported by investor confidence in continued interest rate cuts by the Federal Reserve despite resilient economic growth [3]. Group 2: Investment Sentiment - Stoltzfus emphasizes a positive outlook on stocks, considering them the preferred asset class due to accommodative monetary and fiscal policies and strong corporate earnings [2]. - Other financial institutions, including Deutsche Bank AG, Morgan Stanley, and RBC Capital Markets, share a similar optimistic view, forecasting rallies of over 10% [4]. Group 3: Sector Preferences - Oppenheimer's Stoltzfus favors economy-linked cyclical sectors over defensive stocks, with top picks including information technology, communications services, industrials, financials, and consumer discretionary [5].

Group 1 - The article discusses the undervaluation of Lennar (NYSE: LEN) shares and suggests that the worst times for the company are over, with expectations of monetary policy easing [1] - The author emphasizes the importance of understanding the underlying value in financial statements and the potential for investment opportunities in the housing sector [1] Group 2 - The article does not provide specific financial data or performance metrics related to Lennar or the housing industry [2]