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Investor focus at the start of the year will centre on the US December job report, as recent labour market signals have been increasingly noisy.

Data releases will be sparse during the holiday season as Christmas and New Year’s Day festivities around the world are expected to cool down financial market activity.

Artificial Intelligence (AI) has moved from buzzword to backbone of markets. Innovation is accelerating, capital spending is surging, and investors worldwide are paying attention. The excitement has echoes of a modern-day gold rush – but beneath the hype lie real, long-term shifts in how companies create value and compete.

Data-dependent investors may be well rewarded heading into Christmas, with a heavy US data slate – including the delayed jobs report and the key inflation prints.

For investors, the focus will be on the Fed’s decision and any accompanying dissents, while other key central bank meetings include those of the Reserve Bank of Australia, the Bank of Canada, and the Swiss National Bank.

At the start of the final month of the year, investor focus will be on global PMIs to gain insights into activity, prices and jobs in the manufacturing and services sector globally.

The fog is lifting but uncertainty about US data publication persists: We will learn when the delayed economic data will finally be released.

Markets extended their winning streak in October, ushering in stocks’ historically strongest quarter — the most wonderful time of the year. Momentum tends to build gradually: a modest October, a livelier November, and a December that often decides how wonderful the season truly is.

Markets extended their winning streak in October, ushering in stocks’ historically strongest quarter — the most wonderful time of the year. Momentum tends to build gradually: a modest October, a livelier November, and a December that often decides how wonderful the season truly is.

News that US President Donald Trump is set to meet with Russian President Vladimir Putin in Budapest to discuss ending the Russian war in Ukraine will be followed closely.

Since the beginning of the month, France has been experiencing a new political crisis, with the Prime Minister Sébastien Lecornu struggling to build a stable majority.

The earnings season for the third quarter of the year will traditionally start with US financial institutions, including JP Morgan Chase

In October 2024, Spain suffered its costliest climate-related natural disaster on record, when severe floods swept through the Valencia region. More than 150 people lost their lives, and many more were injured or displaced.

Following the election of Shinjiro Koizumi as new LDP leader, the extraordinary Diet session to elect Japan's new prime minister will be scheduled swiftly.

As a US government shutdown is potentially just days away, focus is turning to the question of whether this will be a “short” or a “long” shutdown.

Manufacturing and services PMIs will offer a first look at September’s global activity. With the Fed easing and China’s economy stabilizing, any uptick could reinforce the reflation narrative and support risk assets.

The Federal Reserve is expected to cut its funds rate after having observed a pause since December 2024.

Europe’s strategic autonomy is no longer a theory; it’s a trending headline, a policy priority, and an investment theme. But how should investors position themselves for this shift?

The ECB interest rate decision will be closely watched for how the bank balances inflation nearly at target with sluggish growth in the region.

Artificial Intelligence (AI) is transforming how businesses operate — and how we live. It is everywhere, from personalised product recommendations to disease diagnosis. But with great power comes responsibility.

Markets will be digesting the comments made by Central Bankers at the Economic Policy Symposium in Jackson Hole.

Markets will be digesting the outcome of the US-Russia summit on Ukraine in Alaska and the follow-up meeting with Ukrainian President Zelenskiy and European leaders in Washington.

Markets are watching whether the US-China tariff pause, set to expire this week, will be extended — impacting sentiment and upcoming economic data interpretation.

As investors increasingly prioritize sustainability, the palm oil industry has come under growing scrutiny due to its significant environmental footprint.

In the US, key data releases will include factory orders, ISM services, trade balance, as well as Q2 productivity and labour costs — all unfolding under the shadow of new tariffs taking effect on August 7.