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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 succession anxiety, Nvidia-China chip curbs, Singapore investment lag, Indian rupee slump...
Vendredi 5 décembre 2025 à 04:06
Economy & Financial Markets
ECB Anxiety as Trump Ally Emerges as Frontrunner for US Fed Chair
Politico Europe highlights mounting concern among European Central Bank officials over the prospect of Kevin Hassett, a close ally of President Donald Trump, leading the US Federal Reserve. ECB insiders worry that Hassett, who lacks central bank experience, could bow to political pressure and favor aggressive rate cuts, risking renewed global inflation and capital flight from the US. The article also notes that betting markets see Hassett as the favorite, while ECB officials express a preference for more experienced candidates such as Christopher Waller. The delicate US-EU central bank relationship is seen as potentially at risk, with strategic implications for global financial stability.
Politico Europe
Singapore’s Investment Giants Struggle to Keep Pace
According to the Financial Times, Singapore’s sovereign wealth funds Temasek and GIC have underperformed many of their international peers in recent years, raising questions about their current strategies and global positioning. The piece examines how these funds, critical to the city-state’s finances, are now facing the need to adapt amid a more challenging investment landscape and increased competition from more aggressive global funds.
Financial Times
Indian Rupee Becomes Asia’s Worst Performer
The Financial Times reports that the Indian rupee has become Asia’s worst performing currency, citing a combination of domestic economic pressures and external factors. The article also notes major expansion plans by Adani Group in the Indian aviation sector, suggesting a potential shift in investment priorities within the country.
Financial Times
SoFi Stock Slides After $1.5 Billion Share Sale Announcement
CNBC details the sharp drop in SoFi’s share price following the company’s announcement of a $1.5 billion stock sale. The decision comes after SoFi’s market capitalization nearly doubled this year, indicating management’s desire to capitalize on higher valuations despite potential dilution concerns among existing shareholders.
CNBC
Big Market Swings and GE Vernova’s Bullish Outlook
CNBC notes significant volatility in US equity markets, with a rapid shift from oversold to overbought conditions. The update also presents a bullish case for GE Vernova, emphasizing growth prospects in the energy sector as investors seek opportunities amid market uncertainty.
CNBC
Asia-Pacific Markets Set to Open Lower After Wall Street Lull
CNBC reports that Asia-Pacific markets are expected to open lower, tracking a subdued session in US equities. The cautious sentiment reflects persistent investor concerns over global growth and monetary policy direction.
CNBC
Cantor Slashes Price Target but Downplays Investor Fears
The Financial Times covers Cantor’s decision to cut its Strategy price target by 60%, yet the firm insists market fears are unwarranted. The article explores the tension between analyst downgrades and reassurance messaging in the face of heightened volatility.
Financial Times
International Affairs & Policy
Bipartisan Push in US Senate to Block Nvidia Chip Sales to China
A bipartisan group of US senators is seeking to block Nvidia from selling advanced chips to China, according to the Financial Times. The initiative is described as part of wider efforts to restrict Beijing’s access to critical AI-related technology, with broader implications for the semiconductor industry and US-China relations. CNBC adds that this legislative move escalates the technology rivalry and could have significant impact on Nvidia’s revenue streams.
Financial Times
Financial Times
US PE Firm Halts Gas Driller Sale Amid Abu Dhabi Fund Dispute
The Financial Times reports that a US private equity firm has paused the sale of a gas driller due to a lawsuit from an Abu Dhabi sovereign wealth fund. The dispute underscores the complex conflicts that can arise when investment groups sell assets between funds, especially involving major sovereign investors.
Financial Times
Trump Announces ‘Historic’ Rwanda-DR Congo Peace Deal with US Mineral Access
Financial Times reveals that former President Donald Trump has announced a “historic” peace treaty between Rwanda and DR Congo, including agreements that grant US companies access to critical minerals in Kinshasa. The deal seeks to end three decades of conflict in central Africa, with significant geopolitical and economic implications for global supply chains.
Financial Times
Technology & Corporate Developments
Moore Threads Shares Surge Over 400% on Shanghai Debut
CNBC reports that shares of Moore Threads, often dubbed “China’s Nvidia,” soared more than 400% on their trading debut in Shanghai following a $1.1 billion listing. The remarkable surge reflects strong investor appetite for domestic semiconductor plays amid ongoing US-China tech tensions.
CNBC
Trustpilot Shares Plunge After Short Seller’s ‘Mafia-Style’ Allegations
The Financial Times details how Trustpilot shares plummeted after short seller Grizzly Research accused the online review platform of pressuring companies to subscribe in exchange for improved ratings. The allegations have raised serious questions about business practices and investor confidence in the sector.
Financial Times
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