- Inflation will be the first order effect, the other effects will be down the road
- Haven't seen the full extent of impact of tariffs on prices
This has a hawkish tilt.
This has a hawkish tilt.
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AMZN +5%, MELI +18% see 30% upside. NOW -27% poised for AI boom. Retailers WMT +24%, TJX +28% still strong.
investingLive Asia-Pacific FX news wrap: Chinese PMIs show unexpected improvement in Dec Financial market news for Asian trading on Wednesday, December 31, 2025
OPEC+ expected to maintain output pause amid growing global oil surplus, January 4 meeting
Cotton futures hover near unchanged; oil dips to $57.95. US dollar gains. Coffee prices rise on Brazil rain.
Lean hog futures rally on gains of up to 97 cents, despite a lower index. Traders eye USDA hog prices and cutout values.
Soybeans dip fractionally; cash prices at $9.80. Soyoil gains, soymeal steady. China buys 136K MT soybeans.
Asia mixed, US stocks dip; Gold +1.4%, Silver +10.9%, Copper +4.4% on AI demand. Fed eyes rates.
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