Скачать или смотреть AI Wave, Global Growth, and Fed Path | Market Drivers Daily 2025-12-31

This daily market update looks at how the AI investment wave, a resilient global growth backdrop, and an evolving Federal Reserve easing cycle are shaping the cross-asset outlook and portfolio risk-reward. We connect AI capex and monetization, regional growth leadership, and rate-cut scenarios into one coherent macro and markets narrative for multi-asset investing and portfolio management.

We examine how mega-cap tech, software, and crypto-adjacent plays tie into the broader tech-led rally, why Europe and selected travel and leisure names are signaling growth acceleration, and how Fed policy, yield-curve dynamics, and a potentially weaker dollar could influence asset allocation decisions.

Key takeaways:
AI infrastructure spend is still ramping, but investor focus is shifting toward monetization, profitability, and funding risks.
Global growth expectations are firming, with Germany, Spain, Japan, and travel-related sectors signaling ongoing demand, albeit uneven across households.
The Fed easing cycle is under way, but policy transmission to hiring and borrowing costs remains limited and highly sector-specific.
Leadership uncertainty at the Fed and sticky inflation keep the range of rate-cut outcomes wide, even as markets price low rate volatility.
A more dovish Fed path could support risk assets, weaken the dollar, and reinforce demand for base and precious metals, but a surprise inflation rebound remains the main policy risk.

This video is for information only and is not investment advice.

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Chapters:
00:00 Today’s Top Market Drivers
00:30 AI Trend
07:25 Growth Acceleration
12:11 Monetary Easing Cycle (Rate Cuts & QE)
16:47 Key Takeaways