Latest Finance-Economy News
Investors Shift to Value Stocks as AI Rally Matures in 2026
Global investors seek undervalued sectors like small caps amid expected two 25-basis-point Fed cuts. Russell 2000 index projected to rise 14% to 2,825 by year-end.
Central bank diversification supports this trend.
Healthcare and Financials Poised for Outperformance
Healthcare boosted by weight-loss drugs and policy support; financials gain from M&A rebound and deregulation. Mid-cap banks offer early-cycle opportunities via AI efficiencies.
Morgan Stanley highlights attractive valuations.
US Dollar Weakens Amid Fed Cuts and Political Uncertainty
Dollar set for decline with Fed rate cuts to support cooling labor market; boosts EM currencies like yuan and real. Czech crown strengthens on rate hikes; commodity currencies like AUD, NZD benefit from growth outlook.
Euro gains from stimulus, yen vulnerable short-term.
Emerging Markets Attract Strong Inflows
EMs less volatile than developed markets with benign valuations and weaker dollar. BofA Global strategists note sustained inflows expected.
Diverging policies shape currency moves.
Private Credit Leaders Flag Risks from Lower Rates
Credit managers see tightening spreads and lessons from recent turmoil as rates fall. Concerns rise entering 2026.
Dow Jones reports at 7 AM ET.
London Sees Best IPO Year Since 2021
Eleven IPOs raised £1.9B in 2025, easing fundraising drought fears. Late surge in listings noted by PwC.
Boosts 2026 outlook.
Bankers Brace for Monster M&A Deals in 2026
Firms anticipate spinoffs, crypto M&A, sovereign-wealth fund participation. Post-2025 momentum builds.
Deregulation aids activity.
Fed Minutes Signal Caution on Early 2026 Cuts
December meeting officials back steady rates 'for some time'. Impacts rate expectations.
Dow Jones highlights.
Asian Stocks Hit Records Despite Venezuela Conflict
Tech and AI rally drives MSCI Asia up 1.5%, Taiwan index surges 2% on semiconductors. Markets shrug off US intervention as short-term noise.
Focus shifts to US jobs data, Fed policy.
Trump Demands US Access to Venezuela Oil
Trump states oil firms want entry post-Maduro ouster; seeks 'total access'. Investors weigh fallout amid muted currency moves.
Bitcoin holds above $90K; risk aversion slight.
Gold Surges to $4,400 on Geopolitical Safe-Haven Demand
Prices jump 2% amid Venezuela tensions; benefits miners like Newmont. Brent crude edges up 0.2% to $60.87 despite choppy trade.
Upside oil risks from Venezuelan production needs.
Activist Investors Target US Banks Amid Deregulation
Trump policies embolden campaigns against banks. Rare big pushes expected.
Financial services roundup notes.