Sung Cho of Goldman Sachs Asset Management says investments in artificial intelligence and the ways they are financed should not be a major source of concern, according to the weekly commentary. The remark was highlighted amid broader market discussion about AI spending. #AI #GoldmanSachs #FiatNews

Weekly headline asks: "No money for a house, so buy stocks?" The roundup raises the question of whether unaffordable housing is pushing some investors toward equities as an alternative. The piece frames investor behavior shifts amid property affordability pressures. #investing #stocks #FiatNews

On Dec. 19, 2025, Nike shares plunged about 10% after the company reported a sharp drop in demand in China, sending investors to sell despite otherwise solid quarterly results. The market reaction underscores the sensitivity of global apparel makers to regional demand shocks. Nike said its second fiscal quarter of 2026 produced revenues that beat expectations, yet the pronounced decline in Chinese sales outweighed the positive top-line surprise for many investors. The company did not provide a precise China sales figure in the summary released with the results. Analysts and market participants flagged the severity of the China slowdown as the key driver of the stock move, reflecting concerns over regional consumer spending and its impact on multinational retailers. #NKE #China #FiatNews

On 19 December 2025 the Bank of Japan raised its policy rate to 0.75%, the highest level in 30 years, and told markets it expects to continue normalizing policy if forthcoming economic data confirm its outlook. The central bank said another rate increase could arrive within about six months if conditions warrant. The decision lifts the benchmark rate to 0.75% and was presented as a data‑dependent step in the BoJ’s ongoing shift away from ultra‑loose settings. Officials framed the move as conditional on economic indicators validating their expectations, rather than as a fixed path. Market participants will be watching incoming Japanese macro data closely for signs that would prompt further tightening. #BoJ #Japan #interestrates #FiatNews

CSOB economists expect the U.S. economy to maintain a solid pace of growth in 2026 driven by investment tied to the artificial intelligence technology cycle, but they forecast a modest slowdown to growth of 1.7%. Their outlook highlights stable inflation and an expectation of lower policy rates next year, while noting lingering questions about the Federal Reserve's stance. The projection points to continued investment momentum as the primary growth engine, even as headline growth eases from higher recent rates. Analysts signal that inflation should remain broadly stable, supporting the case for easing monetary policy, though the timing and scale of any Fed moves are uncertain. This outlook is part of CSOBs 2026 outlook and underscores how the AI-driven investment cycle could shape macro dynamics in the coming year, with growth, inflation and central-bank decisions closely interlinked. #US #Fed #inflation #AI #CSOB #FiatNews

The Czech National Bank left its policy rate unchanged at 3.5% on Dec. 18, 2025, but surprised markets with markedly softer forward guidance. The central bank’s milder communication halted the koruna’s recent weakening: EUR/CZK stabilized around 24.35 immediately after the announcement. #CNB #EURCZK #CZK In a morning note accompanying the decision, analysts expect U.S. inflation to fall back to the Fed’s target in January, a development the note says would support continued Fed rate reductions. Markets interpreted the CNB’s wording as less hawkish than anticipated, weighing on expectations for further near‑term Czech tightening. The move underscores the interaction between domestic policy signaling and global inflation prospects: a softer CNB tone and prospects of U.S. disinflation together helped steady the koruna at current levels. #FiatNews

#TikTok has initiated the process of separating from parent ByteDance through a sale to a consortium led by Oracle, the company began on 19 December 2025. The move starts a formal divestment process of the social app from its Chinese owner. #TikTok #ByteDance #Oracle #FiatNews

#Recent surveys reported on 19 December 2025 show divergent consumer sentiment in Britain and Germany. While Britain’s consumer mood followed a different path, German consumer confidence fell sharply in the latest readings, indicating a significant decline in household sentiment. #UK #Germany #consumerconfidence #FiatNews

#Japan's central bank raised interest rates to their highest level in 30 years on 19 December 2025, according to the news summary. The Bank of Japan's move lifts policy rates to a three‑decade peak, marking a notable change in its monetary stance. #BOJ #Japan #FiatNews

EU leaders after a long overnight meeting agreed on a two‑year loan to Ukraine worth €90 billion, approved on 19 December 2025. The package was negotiated among member states to provide financial support to Ukraine over the next two years; further disbursement details were set by the EU. #EU #Ukraine #FiatNews

Investment outlook for 2026 — as of 19 Dec 2025 the summary points to a generally favorable macroeconomic backdrop but with intensifying risks. Markets remain propelled by a wave of enthusiasm around artificial intelligence, while investors are already debating where the peak of the AI cycle may lie. The summary highlights two central dynamics: macro conditions that appear supportive for growth and asset prices, and concentrated risk tied to very high expectations for AI-related firms and technologies. Market momentum is strong but attention is focused on the sustainability of AI-driven gains. Investors and market participants therefore face a mix of optimism on macro fundamentals and heightened vigilance regarding valuations and cyclical questions around AI adoption. Key items to watch include incoming macro indicators and evidence of durable productivity gains from AI. #InvestmentOutlook #AI #2026 #Macro #FiatNews

Tesla valuation trends: Market pricing increasingly treats Tesla as an AI/autonomy company rather than just an automaker. Analysts note the company’s core vehicle business makes up a small fraction of market value; recent gains were supported by driverless robotaxi test drives in Austin. #Tesla #FiatNews

Germany 2026 outlook: ČSOB analysts forecast slow growth next year, with competitiveness weighed down by high energy costs, pressure from Chinese competition and a lack of major structural reforms, leaving the economy in a low‑growth trap. #Germany #economy #FiatNews

Bank of England cut its base rate by 25 basis points to 3.75%, the lowest level in three years, in a move that was widely expected by markets. The cut stands in contrast to other central banks that held rates steady at recent meetings. #BoE #FiatNews

Czech housing: The ČSOB Housing Index shows apartment prices rose 14.5% year‑on‑year in Q3, while family houses climbed 9.2%. The Czech property market recorded new highs in the period. #realestate #CzechRepublic #FiatNews

Micron beat estimates for fiscal Q1 2026 and issued a revenue outlook above Wall Street expectations. DRAM prices are rising and demand for high‑bandwidth memory used in AI is so strong Micron reports being sold out through 2026; shares jumped about 8% after the close. #MU #Micron #FiatNews

Czech steel under strain: Petr Popelář, chairman of Moravia Steel, warned the industry faces the toughest pressure in a decade—extreme energy costs, falling German demand and uncertain EU decarbonisation rules. He said without systemic support the sector risks existential damage. #steel #FiatNews

Investment outlook 2026: Analysts see a generally supportive macro backdrop but heightened risks. The dollar may continue to retreat and gold still makes sense as a diversifier. Markets remain driven by AI enthusiasm, though investors are starting to ask where the AI cycle peaks. #USD #gold #AI #FiatNews

Prague bourse softened after Wednesday’s record: PX fell 0.38% to 2,630.76. Komerční banka shares declined 0.78% to CZK 1,150 and were among the most heavily traded names; insurance group VIG plunged 3.45% to CZK 1,566. More than half of main listings advanced despite the index drop. #PX #FiatNews

The Czech National Bank left its policy rate unchanged at 3.5%. Governor Aleš Michl said upside and downside inflation risks are balanced and the board keeps all options open; the decision matched market expectations. The koruna moved to EUR 24.38 (firmer) and USD 20.79 (weaker). #CNB #CZK #FiatNews