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Monthly Outlook: Buckle up for 2026
If you think 2025 has been a wild ride, so 2026 ‘will be calmer’ as things revert to mean, then you haven’t understood this year. The global rules-based order is breaking down. Where 2025 saw the demolition of many assumed norms, 2026 will see new rules emerge as US statecraft (economic, political, and military) is flexed to reshape itself and the world around it. After perceiving China’s challenge to its hegemony, US defence, trade, and capital markets are already no longer free. Allies must spend much more on their militaries: the risks are this shift is speeded up, not slowed down. A low (10-15%) tariffed ... (full story)
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From abs.gov.au|Dec 2, 2025|2 commentsThe Australian economy rose 0.4% in seasonally adjusted chain volume measures. • In nominal terms, GDP rose 1.7%. • The terms of trade rose 0.3%. • Household saving to income ...
From vtmarkets.com|Dec 2, 2025China’s top copper smelters have agreed to reduce production by over 10% next year. This decision arises from the ongoing drop in treatment and refining charges (TC/RC), fees paid ...
From youtube.com/cmegroup|Dec 2, 2025In this video, we break down silver’s eye-catching 2025 move through the lens of the gold-to-silver ratio, central bank activity, and industrial demand. You’ll see how the ratio ...
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From pmi.spglobal.com|Dec 2, 2025China’s service sector continued to expand in the penultimate month of the year, according to latest PMI® data. Growth in services activity was driven by a sustained increase in ...
From intellinews.com|Dec 2, 2025Russia has begun to sell off its strategic gold reserves to offset the growing budget deficit brought on by Western sanctions, falling oil prices and economic problems that are ...
From streetinsider.com|Dec 2, 2025Germany's government must do more to save industry from the country's economic "free fall", said the BDI sector association on Tuesday, as it slashed its production forecast for ...
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- Dec 2, 2025 7:03pm Posted byFundamental Analysis4,222
