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China is set to front-load fiscal stimulus in H1, led by heavy bond issuance, as domestic demand stays weak. Eastspring sees policy continuity and expects China’s fiscal deficit to widen to 10.6% of GDP by 2026.

#China

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December 17, 2025 at 9:46 AM
US is preparing a new round of sanctions on Russia’s energy sector if President Vladimir Putin rejects a peace deal with Ukraine. Options being weighed include targeting Russia’s “shadow fleet” oil tankers and traders that help facilitate Moscow’s crude exports.

#DonaldTrump #Ukraine #Russia

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December 17, 2025 at 9:20 AM
Japan’s much-awaited crypto tax reform faces another delay. Political sources say the shift to a flat 20% tax may now start in Jan 2028, not 2027, as regulators first assess investor protection rules. For now, gains stay taxed up to 55%.: CoinDesk Japan.

#cryptocurrency #bitcoin

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December 17, 2025 at 5:56 AM
OpenAI is in early talks to raise $10B+ from Amazon, a deal that could value it above $500B. The partnership may include using Amazon’s Trainium AI chips, challenging Nvidia’s dominance as Big Tech intensifies the AI hardware race.

#Amazon #Nvidia

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December 17, 2025 at 4:46 AM
US Treasury Secretary Scott Bessent says $100–$150B in tax refunds could hit the economy in Q1 2026, with households receiving $1,000–$2,000 each. He expects stronger growth in early 2026 and a sharp drop in inflation in H1.

#DonaldTrump #taxrefund

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December 17, 2025 at 3:20 AM
All eyes on Washington as Trump prepares a prime-time White House address. With polls softening and costs rising, he’s expected to defend his record, signal 2026 priorities, and rally Republicans on tariffs, farmer support, and domestic policy.

#DonaldTrump

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December 17, 2025 at 2:39 AM
President Trump ordered a full blockade of sanctioned oil tankers linked to Venezuela, backed by a growing US military presence. He branded Maduro’s regime a terrorist entity, accusing it of funding crime through stolen oil.

#venezuela #UnitedStates #Maduro #DonaldTrump

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December 17, 2025 at 2:30 AM
Tesla faces the risk of a 30-day sales suspension in California unless it revises marketing around Autopilot and Full Self-Driving. Regulators say buyers are being misled. A 90-day window is open to comply or appeal.

#Tesla

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December 17, 2025 at 2:14 AM
Apple is exploring its first-ever iPhone chip packaging in India, holding early talks with CG Semi for work at its Sanand OSAT plant in Gujarat. Likely starting with display chips, the move signals Apple’s accelerating shift away from China.

#Apple #India

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December 17, 2025 at 2:05 AM
Morgan Stanley sees Tesla scaling its robotaxi fleet in a big way in 2026 as tech and regulatory barriers fall. Testing in Austin without a safety driver is a major validation. Fleet size could jump to ~1,000 vehicles, powered by improving safety data and Cybercab production from April 2026.

#Tesla
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December 16, 2025 at 5:33 PM
717 US firms bankrupt in 2025 so far, a 15-year high, up 93% vs 2022

Filings are 30% above the long-term average, with stress beyond the AI trade

40% of small-cap stocks remain unprofitable, signaling recession-like pressure

#bankruptcy

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US Corporate Bankruptcies Hit 15-Year High | Recession Signal?
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December 16, 2025 at 3:48 PM
US federal jobs are shrinking fast. 162,000 workers exited in October, followed by 6,000 cuts in November, taking total losses since January to 271,000. The federal workforce is now 2.744 million, the smallest in over a decade.

#usjobs #federaljobs #DonaldTrump

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December 16, 2025 at 3:23 PM
Long-term unemployment in the US is quietly rising. In November, 24.3% of unemployed Americans had been job hunting for 6+ months, up from 23.6% in September and 23.1% last year.

#UnitedStates #unemployment

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December 16, 2025 at 2:27 PM
US corporate bankruptcies are flashing red 🚨

717 US firms have collapsed in 2025 so far, the most in 15 years and above any full year since 2010. Filings are up 93% vs 2022 and running 30% above the long-term average. Recession vibes are hard to ignore.

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#SPY #QQQ #USEconomy #bankruptcy
US Corporate Bankruptcies Surge To 15-Year High - BigBreakingWire
Corporate bankruptcies in the US are rising sharply, sending a warning signal about stress in the broader economy. In 2025 so far, 717 large US companies have
bigbreakingwire.in
December 16, 2025 at 12:31 PM
Global investors are extremely bullish, but that optimism is flashing warning signs. BofA’s Bull & Bear Indicator is at 7.9, close to a sell signal, with cash at record lows and positioning heavily crowded.

#SP500 #SPY #QQQ

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BofA Fund Manager Survey: Extreme Bullishness Raises Risk For Global Markets - BigBreakingWire
BofA’s Bull & Bear Indicator has climbed to 7.9, close to the bank’s official “sell signal.” According to BofA, current positioning has become a major
bigbreakingwire.in
December 16, 2025 at 11:57 AM
India dismissed U.S. dumping claims, saying rice exports to America are mostly premium basmati sold at higher prices. Officials said no anti-dumping probe exists. India shipped 20.2 mn tons of rice in FY25, with ~3.36 lakh tons sent to the U.S.

#India #UnitedStates #TrumpTariffs

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Trump Signals New Tariffs On Indian Rice And Canadian Fertiliser As Farmer Complaints Rise - BigBreakingWire
US President Donald Trump has indicated that his administration may impose new tariffs on agricultural imports from India and Canada, following strong
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December 16, 2025 at 7:34 AM
India’s December PMI softened but stayed strong. Manufacturing eased to 55.7 (Nov 56.6), Services to 59.1 (59.8), and Composite to 58.9 (59.7). Export orders rose to a 3-month high, signaling continued expansion despite global trade pressure.

#India #PMIData

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India’s December PMI Data Softens But Growth Remains Strong - BigBreakingWire
India’s economic activity slowed slightly in December 2025 but continued to show strong expansion, according to a flash survey released by HSBC. Both
bigbreakingwire.in
December 16, 2025 at 7:08 AM
🚨 Tech cost shock ahead? Global smartphone shipments could drop 2.1% in 2026 as memory chip shortages bite. After 3.3% growth in 2025, AI-driven chip demand may push prices up 6.9%, hitting smartphones, laptops & electric vehicles alike.

#ChipShortage #Nvidia #TSM #Tesla

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December 16, 2025 at 6:44 AM
Samsung is nearing a deal to supply over 30% of Nvidia’s HBM4 memory for 2026, with final quality tests underway. SK Hynix is set to supply ~70%, while Micron’s share may stay below 10% due to delays.

#Samsung #Nvidia

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December 16, 2025 at 5:07 AM
🚨 US corporate stress is flashing red. 717 large companies have gone bankrupt YTD — the most in 15 years and above every full year since 2010. Filings are 30% above average, pointing to recession-like pressure beyond the AI trade.

#bankruptcy #UnitedStates

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December 16, 2025 at 4:47 AM
Copper dipped below $11,600 as traders turned cautious before key US data. Rate-cut hopes couldn’t lift risk mood. Asian markets slid hard, China stocks down over 2% and Japan’s Nikkei losing 1.6%. Markets on edge.

#Copper #SPX #SPY #QQQ #China

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December 16, 2025 at 3:59 AM
Crypto regulation just hit the brakes. The US Senate Banking Committee has pushed crypto market structure hearings to early 2026, delaying 2025 plans as lawmakers seek bipartisan consensus on who regulates crypto: the SEC or the CFTC.

#Bitcoin #cryptocurrency

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December 16, 2025 at 3:37 AM
AI hype meets reality. CoreWeave has wiped out ~$33B in value in just six weeks as AI bubble fears grow. A failed merger, Jim Chanos’ criticism, and Texas storms delaying a Denton data center have pushed back a 260-MW AI cluster for OpenAI.

#coreweave #OpenAI

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December 16, 2025 at 3:04 AM
MSCI China’s rally is losing steam. The index is down over 10% from its October high as tech giants Alibaba and Tencent drag markets on growth and stimulus worries. Hang Seng Tech nears bear territory, yet MSCI China is still up 27% this year.

#MSCIChina #Alibaba

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December 16, 2025 at 2:52 AM
RBC sees the US dollar losing some steam in 2026 as the Fed delivers 2–3 rate cuts, shrinking its yield edge. Still, strong US growth could bring short-term strength. DXY is projected to ease to 96 by Q4 2026, signaling a mild, uneven decline.

#USDollar

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December 15, 2025 at 6:25 PM