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Panama Canal sees 2026 trade slowdown, but U.S.–Asia LPG traffic hits record highs Official remarks highlight diverging trends in global trade: softer container and bulk demand versus surging U.S. LPG flows.
Rabobank: US productivity strength to support dollar, but global recovery to limit upside Diminishing returns as investors diversify toward non-U.S. assets. The outlook may temper bullish USD positioning across G10 and EM currencies.
AI stocks like AMZN and PLTR lead gains; S&P 500 up 0.2%, Nasdaq 0.5%. Watch AMD, UBER earnings amid shutdown delays.
Nikkei 225 futures show strong gains, with Dec 2025 up 270 pts. Watch volume shifts & open interest drop!
AI markets show clear winners in foundational models & coding; fintech, accounting, security wide open. Harvey leaps $3B to $8B valuation.
Fed officials widening divisions ahead of December’s meeting. Cook and Daly kept an open mind on further cuts, Miran pressed for deeper easing, while Goolsbee and Schmid warned inflation remains too high. Markets see a live but uncertain outcome.
Fed split: Rate cut odds at 2:1, but inflation fears loom. Markets buoyant, but policy tension remains.
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