While only two official dissenters opposed the December rate cut, dot-plot projections reveal that six Fed members, including four “silent dissenters,” were against easing, signaling deeper division within the Fed than headlines suggest.
Monthly Archives: December 2025
16 posts
The tactical USD view moved from neutral to negative as a dovish Fed pivot pressured the currency. Softer labor data and rising expectations of a December rate cut halted the earlier USD recovery and kept it rangebound.
As the holiday season rounds up, gather your close ones and enjoy the festivities together. But make sure you do not forget to plan for the rain in advance.
Despite shifting political views on the climate transition and a deregulatory push in Europe and the US, our latest annual survey finds continuing and consistent adoption of sustainable investment by asset owners around the world.
A widely anticipated Federal Reserve decision on interest rates and a rotation into non-tech areas helped push the Dow Industrials higher, while the broader market and technology stocks lagged behind.
As the year comes to a close, with just about two weeks left, there is going to be plenty of news flow with consequences for global markets.
Coaching and investing are similar because both have specific results an organization is trying to achieve. The fundamentals on offense and defense are worked on every day, and when the team improves at these, it stands the best chance to win games.
Worries are mounting that the significant investments committed to the modern technology’s infrastructure and the associated profitability may pale in comparison to the remarkable valuation expansion that has occurred among AI related companies.
The US utilities sector is entering a transformative phase, fueled by structural demand shifts from electrification and the rapid adoption of AI.
After a year of overheated valuations and investor crowding, India’s equity market has undergone a healthy reset with more defensible valuations and renewed investor interest.
Regardless of the broader debate, one thing does seem clear: if the Fed were truly on the verge of launching a new QE program — someone forgot to tell the three-month Treasury bill.
The ideas of equality and rights are undoubtedly noble. But what we really need is compassion. Without compassion we won’t meet the challenge of environmental and climate catastrophe either.