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Fed ends QT December 2025: Liquidity Tailwind—or Trap?

Fed ends QT December 2025 explores the market impact as the Federal Reserve halts its balance-sheet runoff, with analysts expecting reserve management purchases in 2026 to maintain ample liquidity. The article examines how this shift could support risk assets, interact with high leverage, and influence AI-driven valuations, while also considering regulatory changes and institutional positioning.
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Nov 2025 UK budget spares banks: lenders rally as gilts draw buyers
The article analyzes how the Nov 2025 UK budget spares banks, leading to a notable rally in UK bank shares and outperformance versus broader benchmarks. It details market reactions, sector drivers, and the impact on gilts, while also covering European financials and related developments such as Bank Hapoalim's share giveaway.
December 2025 Fed rate cut odds surge as markets pivot to ISM and ADP
December 2025 Fed rate cut odds have surged to 80–87% as traders increasingly expect a December move, with momentum now tied to private surveys like ISM and ADP. This shift has led to heightened FX and bond volatility ahead of the Fed meeting on December 9–10, as markets react to each new data release.
November 2025 40-year JGB auction: Record 3.555% as curve rises on BOJ bets
The November 2025 40-year JGB auction set a record 3.555% yield as investors anticipated a BOJ December rate hike. Despite the yield spike, demand remained solid with a 2.59 bid-to-cover ratio, reflecting resilient appetite for long-term Japanese government bonds amid policy uncertainty and rising inflation signals.
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This article examines the December 2025 Fed rate cut odds, providing an analysis of current market expectations and economic indicators that could influence the Federal Reserve's decision. It offers insights into how these odds are calculated and what they may signal for investors and the broader economy.
December 2025 Fed rate cut odds rise after Williams’ near-term signal
December 2025 Fed rate cut odds climbed to nearly 60% after New York Fed President John Williams suggested a near-term cut, shifting market expectations. With Thanksgiving week market liquidity thin and Fed officials offering mixed signals, traders are closely watching yields, economic data, and the upcoming December Fed meeting 2025 for further direction.
AI Money Floods In. The Risks Are, Too.
The AI investment boom is fueling historic capital flows and innovation, but it's also exposing financial markets to new risks. Aggressive debt issuance, frothy valuations, and concentrated sentiment are amplifying volatility, while regulators intensify oversight. Investors must balance growth optimism with heightened risk management.

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