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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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Central bank policy, market volatility, rate cut hopes, global tech rebound...
Vendredi 28 novembre 2025 à 04:37
Central Banks and Monetary Policy: Shifting Expectations
Japanese Inflation Surprises, Yields Climb
The Wall Street Journal reports that Japanese government bond yields rose following unexpectedly strong Tokyo consumer inflation data, intensifying speculation that the Bank of Japan may need to consider further rate increases. This move comes as markets weigh the persistence of inflationary pressures in Japan, a country that has long grappled with deflation and ultra-loose monetary policy.
Wall Street Journal (Markets)
ECB Sees Balanced Inflation Risks, Monitors US Spillovers
According to the Financial Times, minutes from the European Central Bank’s October meeting reveal that rate-setters now view inflation risks as "fairly balanced." However, policymakers also expressed concern about financial stability risks that could spill over from the US, highlighting ongoing vigilance amid volatile global conditions.
Financial Times
UK Budget Offers Limited Relief for BoE’s Inflation Fight
The Wall Street Journal notes that the latest UK budget has trimmed inflation but is unlikely to cool it sufficiently for the Bank of England to pursue significant further rate cuts. Economists suggest that while the budget may help in the short term, underlying inflation pressures remain a challenge for monetary policy.
World Street Journal (International)
Gold Gains as Fed Rate Cut Hopes Intensify
The Wall Street Journal highlights that gold prices edged higher on growing market expectations of a possible Federal Reserve rate cut in December. Investors are recalibrating positions around the prospect of looser US monetary policy, which has historically buoyed precious metals.
Wall Street Journal (Markets)
UK Pensions Tax Legislation Accelerated to Calm Markets
The Financial Times reports that Rachel Reeves plans to rapidly introduce legislation targeting salary sacrifice pension schemes, aiming to reassure markets. Though the measures will not take effect until 2029, the swift legal move underscores concerns about fiscal credibility and long-term tax revenue in the UK.
Financial Times
Markets and Investment Trends
Oil Prices Rise Amid Russia-Ukraine Uncertainty
The Wall Street Journal observes that oil markets remain "thin and directionless" ahead of the upcoming OPEC+ meeting, with prices edging higher on renewed attention to Russia-Ukraine developments. The current environment reflects both geopolitical tension and seasonal trading lulls around the US Thanksgiving holiday.
Wall Street Journal (Markets)
Rebound in Global Tech Stocks Boosts Asian Markets
A continued rebound in global AI-related tech stocks has lifted markets across Asia, reports the Wall Street Journal. The rally, which persisted even as US markets were closed for Thanksgiving, underscores investor optimism in the tech sector despite recent volatility and correction fears.
Wall Street Journal (Markets)
Deutsche Börse Eyes €5.3bn Allfunds Acquisition
The Financial Times reveals that Deutsche Börse is in exclusive talks to acquire Allfunds, a Dutch-listed fund platform backed by private equity, in a deal valued at €5.3bn. The move highlights the strategic importance of fund distribution infrastructure and ongoing consolidation in European financial services.
Financial Times
European Gas Prices Plunge on Ukraine Peace Talk Hopes
According to the Financial Times, European gas prices have hit an 18-month low as the market anticipates a potential "dilution" of sanctions against Moscow amid peace talks led by Donald Trump. The market’s optimism reflects shifting geopolitical calculations and hopes for a resolution to the conflict.
Financial Times
Global Currency and Trade Dynamics
Asian Currencies Hold Steady as Fed Leadership Watched
The Wall Street Journal reports that most Asian currencies were stable in early trading, with the US dollar under modest downside pressure. Analysts at MUFG note that markets are closely monitoring the future role of the Federal Reserve Chair as a key factor for currency trends.
Wall Street Journal (Markets)
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