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Inflation Will Decide the Path of Interest Rates
Looking ahead, the future of US interest rates will depend heavily on how inflation behaves in the coming months. Even small changes in CPI or PCE can shift expectations for when the Fed might cut or hold rates. If inflation continues to ease steadily, markets may see more confidence in the possibil
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🌅 Morning Update (01.12.2025)
📉 December opens with fading momentum The early rebound on Wall Street is losing steam, even though this period is traditionally associated with the so-called Santa Claus Rally. The sharpest pullback is in Nasdaq 100 (US100: –0.9%) and Russell 2000 (US2000: –0.8%). US500 is down 0.7% and US30 slips
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BofA Sees Japan’s Economy Staying on Track Into 2026
BofA recently raised its growth forecast for Japan’s economy forecasting 1.3% growth in 2025 and 0.7% in 2026. The bank expects this growth to come from stronger domestic demand: steady household spending and continued investment by companies. Even though exports remain weak due to global trad
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