Latest Industry Trends News
Great Rotation in US Markets Reshapes Asian and European Trading
US stock market trends, led by AI tech dominance, are causing a 'Great Rotation' out of high-growth tech into financials and consumer goods, benefiting Asia and Europe via lower debt costs. This cyclical shift raises concerns over market concentration and prompts supply chain diversification to Mexico, Eastern Europe, Southeast Asia, and India.
Investors are advised to diversify portfolios amid trade uncertainties.
AI Boom Drives Surge in Power and Grid Infrastructure Investments
AI development in 2025 spotlighted 'picks and shovels' like data centers and energy, with global data center electricity demand growing 15% annually through 2030. Renewable energy firms benefited from data-center power needs, joining chips as top performers.
Countries with stable energy prices gain advantage, though China's clean tech lead poses risks to US AI dominance.
US Black Friday Sales Jump 4.1% Year-Over-Year
Retail sales rose 4.1% on Black Friday 2025, with e-commerce up 10.4% and apparel strong at +5.7%. Consumers shopped earlier for promotions, boosting restaurant sales 4.5%.
This signals robust holiday spending despite inflation concerns.
Logistics Activity Slows as Warehousing Contracts
Logistics Managers Index fell to 55.7 in November, with warehousing utilization contracting for the first time amid inventory drawdowns. Transportation capacity dropped while prices rose, indicating expansion but cooling pace.
Future outlook improves slightly despite inflation and labor shortages.
Fed Rate Cut Spurs Steady Economic Growth Projections
Post-December Fed rate cut, US economy expected to grow 1.9% in 2025 and 1.5% in 2026, aided by shock absorbers like labor market resilience. Markets show strength despite tariffs and AI debates, with global equities resilient.
Bond performance hits best since 2020 on falling rates.
Flash PMI Surveys to Reveal Global Expansion Trends
December flash PMIs for US, eurozone, UK, Japan, India, Australia will gauge moderating growth; US and India lead but slow. Eurozone and Australia accelerate, UK faces policy uncertainty.
Key for insights into manufacturing and services post-Fed moves.
Bank of Japan Eyes Rate Hike to 0.75% Amid Tankan Survey
BOJ expected to raise policy rate from 0.5% to 0.75%, with Q4 Tankan survey and flash PMIs in focus. Japanese exports up 3% led by gold and pharma, but GDP falls on pharma export drop.
Inflation at 0.0% prompts modest SNB projections.
Commodities Diverge: Metals Surge, Energy Slumps
Bloomberg Commodity Index trims YTD gain to 16.1% weekly loss, with natural gas down 18% on supply glut fears. Precious metals like gold up over 60% YTD, agriculture mixed with cocoa rising 10.5%.
Lower crude aids consumers battling inflation.
US Trade Deficit Narrows to Lowest Since 2020
US trade deficit dropped to $52.8 billion from $59.3 billion, signaling improved balance. China November data on industrial production, retail, and house prices upcoming.
Global supply chains recalibrate amid trade policies.
Cisco Hits Record High Amid AI Bubble Debates
Cisco closed at record high on Dec 10, 2025, surpassing 2000 dot-com peak, fueling AI vs. bubble talks. Tech leadership persists but rotation favors profitability over speculation.
Broader rally anticipated beyond tech in 2025.
Swiss GDP Falls Despite Global Growth, Low Inflation
Swiss inflation at 0.0% in November, GDP under 1.5% projected for 2025 amid pharma export weakness. SNB sees modest unemployment rise.
Rate-sensitive sectors benefit from global rate cuts.
China Leads Clean Tech as AI Energy Risks Emerge
China's clean tech dominance challenges US AI lead due to stable energy needs for data centers. November industrial, retail, unemployment data key.
FDI and house prices also watched.