December 30, 2025 11:09 am
Key Moments GBP/JPY has been trading in a consolidation band between 210.00 and the 211.50 area, with the latest quote around 210.76. Hawkish minutes from the Bank of Japan and rising geopolitical tensions in the East China Sea have been underpinning demand for the Yen. Technical indicators on the 4-hour chart signal waning bullish momentum, […]
Read moreDecember 30, 2025 10:13 am
Key Moments Mizuho called Samsung its most attractive long idea for next year, suggesting the stock “could be a total home run.” Additionally, the firm highlighted a potential shift in AI hardware toward LPUs and broader use of GDDR, LPDDR, and SRAM, which could expand the AI memory market. Furthermore, Mizuho cited Samsung’s leadership in […]
Read moreDecember 30, 2025 8:56 am
Key Moments Meta announced plans to acquire Manus, a Chinese-founded AI startup valued at $2 billion to $3 billion, according to a source. Earlier this year, Manus launched what it described as the world’s first general AI agent, claiming it outperforms OpenAI’s DeepResearch. Meta plans to integrate Manus’s technology into Meta AI and other consumer […]
Read moreDecember 30, 2025 7:16 am
Key Moments Asian stock markets were mostly weaker, taking their cue from Monday’s decline in U.S. equities during thin, year-end trading. The S&P 500 fell 0.3% to 6,905.74 but remained up more than 17% for the year and on pace for an eighth straight monthly advance. Gold and silver resumed strong rallies, with gold up […]
Read moreDecember 29, 2025 2:49 pm
Key Moments Most major FX pairs were little changed in thin year-end trading, while the U.S. Dollar Index stayed flat at 05:23 ET (10:23 GMT). Meanwhile, expectations that the Federal Reserve will keep easing policy in 2026 continued to weigh on the dollar. At the same time, the South Korean won extended last week’s rally, […]
Read moreDecember 29, 2025 2:10 pm
Key Moments JPMorgan’s latest U.S. Analyst Focus List highlights high-conviction consumer stocks across growth, income, value, and short strategies. Companies on the list posted a range of updates, including index additions, dividend increases, share buybacks, and changes to guidance. Despite economic pressure, JPMorgan sees the consumer sector as resilient, with select names showing solid earnings, […]
Read moreDecember 29, 2025 1:09 pm
Key Moments Lululemon Athletica founder Chip Wilson has initiated a proxy campaign targeting changes to the company’s board. The effort follows the recent exit of CEO and board member Calvin McDonald from the apparel maker. The Wall Street Journal reported the move, citing unnamed individuals said to be familiar with the situation. Founder Steps Up […]
Read moreDecember 29, 2025 11:05 am
Key Moments NZD/USD trades near 0.5810 on Monday, down 0.40% and posting a third straight daily decline. US Dollar stabilizes on technical buying even as markets continue to factor in additional Fed rate cuts in 2026. Expectations for a possible RBNZ rate hike and signs of a Q3 activity rebound help limit downside risks for […]
Read moreDecember 29, 2025 10:36 am
Key Moments USD/CAD trades 0.18% higher near 1.3700 during Monday’s European session as the Canadian Dollar comes under mild selling pressure. BoC minutes showed policymakers consider the “current stance appropriate” and find it “difficult to predict the timing or direction of the next rate move.” Technically, USD/CAD holds above the 78.6% Fibonacci retracement at 1.3668, […]
Read moreDecember 29, 2025 8:30 am
Key Moments EUR/JPY trades near 183.80 in early European dealings on Monday, with selling pressure emerging below 184.00. The BoJ Summary of Opinions from the December meeting reinforces expectations of additional tightening, supporting the Yen. Market pricing for a 25 bps ECB rate cut in February 2026 remains below 10%, signaling that the easing cycle […]
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