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Une personne douée en finances, qui s'intéresse beaucoup aux tendances et aux développements économiques, se tient également au courant des progrès technologiques et de leur impact sur l'économie mondiale, tout en suivant de manière informelle l'actualité internationale et politique.
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Fed rate cut prospects, copper price record, US labor market, JGB yield highs...
Jeudi 4 décembre 2025 à 04:05
Economy & Financial Markets: Global Shifts and Policy Impact
Fed Rate Cut Prospects Drive Market Moves
The Wall Street Journal highlights that expectations of a forthcoming Federal Reserve rate cut have buoyed shares of smaller companies and triggered the dollar's longest losing streak since 2020. This environment has also fueled a rise in gold prices, with investors seeking safe-haven assets amid signs of labor market weakness, as further detailed by the Wall Street Journal's coverage of gold edging higher on U.S. payroll data concerns.
Wall Street Journal (Markets)
Wall Street Journal (Markets)
Copper Prices Surge Amid Supply Concerns and Tariff Fears
The Wall Street Journal reports that copper prices have reached a record high, driven by ongoing worries about tightening global supply. The risk of potential U.S. tariffs has prompted large shipments of the metal into the American market, further amplifying price volatility and investor interest in the basic materials sector.
Wall Street Journal (Markets)
US Labor Market Weakness Evident as Private Employers Cut Jobs
According to the Financial Times, US private employers shed 32,000 jobs in November, with small businesses making significant cutbacks. This data offers fresh evidence of a weakening U.S. labor market, reinforcing expectations for a shift in monetary policy and providing context for recent market movements noted in other coverage.
Financial Times
Sterling Rises on Strong Business Data and Dollar Weakness
The Financial Times observes that the British pound surged to its highest level since October, following a better-than-anticipated business activity survey. This result, coupled with ongoing dollar weakness, has led to a significant unwinding of negative bets on sterling and renewed optimism for the UK economy.
Financial Times
Japanese 30-Year Government Bond Yield Hits Record High
The Wall Street Journal details that the 30-year Japanese government bond (JGB) yield climbed to a fresh record of 3.445%, ahead of a major note auction by the Ministry of Finance. This spike reflects shifting expectations in Japan’s long-term interest rate environment, with implications for global fixed-income investors.
Wall Street Journal (Markets)
South Korean Won Poised for Recovery in 2026
The Wall Street Journal cites ING analysis predicting that the South Korean won could strengthen against the U.S. dollar in 2026. The anticipated end of the Bank of Korea’s rate-cut cycle, upcoming Fed rate reductions, and improved trade relations are expected to help reverse the won’s recent declines.
Wall Street Journal (Markets)
Oil Prices React to Heightened Geopolitical Risks
The Wall Street Journal reports that oil prices rose in Asian trading as investors focused on elevated geopolitical tensions, heightening supply risk concerns. The Wall Street Journal’s Energy & Utilities Roundup adds further context on crude price dynamics and related sector movements.
Wall Street Journal (Markets)
Wall Street Journal (Markets)
Bond Investors Warn on Potential Fed Chair Appointment
The Financial Times reveals that bond market participants cautioned the U.S. Treasury over the potential nomination of Kevin Hassett as Federal Reserve chair, expressing fears he could be influenced by former President Trump on interest rate policy. This episode underscores investor sensitivity to central bank leadership and its impact on monetary credibility.
Financial Times
International: Trade, Policy, and Geopolitics
Russia and India Deepen Energy and Security Ties in Face of Western Pressure
The Financial Times details a pivotal meeting between Vladimir Putin and Narendra Modi, where Russia and India sought to reinforce their energy and security cooperation. The talks come as both nations navigate the challenges posed by Western sanctions and shifting global trade patterns, with oil and arms deals central to their agenda.
Financial Times
Tech & Market Structure: AI, Crypto, and Ratings
S&P’s Growing Role as Watchdog in AI and Crypto Markets
The Information explores how S&P Global Ratings is taking on a more active role in scrutinizing AI-related debt deals and the crypto sector. Notable actions include rating Meta’s $27 billion data center project and downgrading the Tether stablecoin to its lowest possible ranking, signaling attempts to temper market euphoria and address emerging risks. The analysis further points to the broader challenge of monitoring private debt in the fast-evolving AI funding landscape.
The Information
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