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Week Ahead

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

1

Dec 2025
Week Ahead: More US Data To Challenge The Dovish Fed

The swift shift in expectations for the Federal Reserve followed an unusually dovish tone from typically centrist policymakers, including New York Fed President John Williams and Governor Christopher Waller. Their latest comments suggested that interest rates may need to be …

24

Nov 2025
Week Ahead: US PPI and Prelim GDP in Focus

The Fed’s shifting tone and soft labour data have traders weighing the odds of a December rate cut. – vtmarkets.com

24

Nov 2025
Week Ahead: US PPI And Preliminary GDP Take Centre Stage

After months of ‘higher for longer’ messaging, the latest labour figures point to a cooling yet still resilient jobs market. The delayed September non-farm payrolls report showed 119,000 jobs created, although the unemployment rate climbed to 4.4%, its highest level …

18

Nov 2025
Week Ahead: Fed Signals Turn Firmer As Gold And Crude Oil Dominate The Volatility Radar

The late-2025 US government shutdown has created a significant gap in economic reporting, with several major indicators either postponed or unlikely to be published before the Federal Reserve’s 10–11 December meeting. Thus far, only the September CPI figures have been …

17

Nov 2025
Week Ahead: Fed Tone Tightens, While Gold and Crude Oil Lead Volatility Watch

Markets tread cautiously as Fed divisions and delayed data cloud the December rate path. Traders focus on jobs, inflation, and sentiment cues. – vtmarkets.com

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