Latest Industry Trends News
Global Economic Growth Remains Robust in November
The J.P.Morgan Global PMI Composite Output Index posted 52.7 in November, signaling solid business activity growth consistent with a 3.0% annualized global GDP growth. Growth was broad-based across manufacturing and services, particularly financial services, healthcare, and consumer sectors, though new business and output growth rates slowed slightly from October. Regional growth softened for developed and emerging markets alike.
Financial Services Drive Global Economic Recovery in November
PMI data highlight a strong expansion in financial services as the main driver of global growth, supported by favorable global financial conditions. Most other sectors showed modest or slowing growth, with only the automobile sector reporting falling output, partly due to fading tariff-driven demand seen earlier in the year.
Market Sentiment Awaits Key Central Bank Decisions
Global markets are focusing on upcoming Federal Reserve and Reserve Bank of Australia monetary policy decisions. The Fed is anticipated to cut interest rates slightly, with market participants closely watching forward guidance on 2026 policy direction amid ongoing inflation and leadership uncertainties. The RBA is expected to hold rates steady amid inflation pressures.
OECD Projects Global GDP Growth Acceleration in 2027
The OECD forecasts global economic growth to increase to 3.1% in 2027 from 2.9% in 2026, supported by improved financial conditions, AI investments, and macroeconomic policies. However, underlying economic fragilities persist, with policy reforms seen as critical to boost productivity. Eurozone inflation rose unexpectedly, intensifying expectations for stable ECB deposit rates in December.
AI Sector Remains Key Growth Engine with Valuation Caution
AI-driven momentum has boosted S&P 500 growth, particularly among large tech companies, fueling 2025 market dynamics. Despite growth, investor sentiment has become more selective amid concerns over high valuations and profit sustainability, underscoring the need for diversification and caution in AI sector investment.
Financial Services and Healthcare Lead Sector Growth While Autos Contract
November PMI data show financial services and healthcare as robust growth sectors, with technology and industrials also performing well. Conversely, the automobile sector experienced a decline, marking the first output drop in six months, linked to reduced tariff-driven demand.
Technology Sector Favored by Investors for Future Growth
PwC's 2025 Global Investor Survey found 61% of investors identify technology as the leading sector for investment over the next three years, citing AI adoption contributing to productivity, profitability, and revenue gains. Investors demand increased capital allocation to technological transformation and greater transparency on AI strategies and governance.
US Online Spending Hits Record During Cyber Week Boosted by AI
US online spending during Cyber Week rose 7.7% to $44.2 billion, driven by AI services that enhanced consumer price and product comparisons. Cyber Monday alone accounted for $14.25 billion in online sales, with AI playing a significant role in boosting consumer engagement and sales volume.
US Stock Market Shows Mixed Sector Performance in December 2025
The US healthcare and communications sectors posted strong positive returns in November, while the technology sector declined primarily due to a 12.6% fall in Nvidia shares. Energy and technology sectors remain undervalued, presenting potential investment opportunities amid ongoing AI-driven market dynamics.
Central Banks Focus on Inflation and Growth Amid Economic Uncertainty
Central banks like the Federal Reserve and ECB are balancing rate cuts and inflation targets. US core inflation aligns with expectations supporting December Fed rate cut, while Eurozone inflation slightly surpasses ECB targets, suggesting cautious monetary policy ahead. Investor focus remains on central bank communication for 2026 economic growth outlook.