Week Ahead

22

Dec 2025
Week Ahead: Japan Changes Course Without Rattling Markets

The economic calendar looks relatively light in the days ahead, yet price action may tell a different story. As year-end approaches and liquidity continues to thin, even small data surprises could be enough to knock the US dollar, gold, or …

15

Dec 2025
Week Ahead: AI Capex Shapes Risk Sentiment

Markets enter the new week focused on AI investment dynamics, central bank decisions, and US labour data. – vtmarkets.com

15

Dec 2025
Week Ahead: AI Capital Spending Steers Risk Appetite

Artificial intelligence remains the dominant theme in equity markets, but the narrative is evolving. Investor focus has shifted away from lofty expectations around productivity gains and towards the underlying economics of the AI build-out. This stage of the cycle is …

9

Dec 2025
Week Ahead: The Fed’s Rate Cut In Focus

The quiet appearance on the charts hides a growing risk. Should BOJ officials hint at even a slight change in tone, the yen carry trade, one of the major engines behind global market performance could unwind sharply. With the Fed …

8

Dec 2025
Week Ahead: US Rate Cut in Focus

US Fed expected to deliver a 25 bps cut this week, driving volatility across FX, commodities, and equity markets. – vtmarkets.com

1

Dec 2025
Week Ahead: More US Data to Test Dovish Fed

The Fed’s dovish shift is gaining momentum, but this week’s ISM PMI, ADP employment, and PCE price index could determine the December rate-cut outlook. – vtmarkets.com

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