AI Capex, Strong Growth and FX Volatility | Market Drivers Daily 2025-12-24

Описание: This daily market update looks at how robust US growth, accelerating AI investment, and shifting FX dynamics are shaping the cross-asset outlook. We connect the macro narrative to practical portfolio considerations across equities, credit, currencies, and alternatives.

We examine the durability of the current growth upswing, the sustainability of the AI capex cycle, and how policy divergence from Tokyo to Washington and Frankfurt is driving volatility. The focus is on scenarios, risks, and what institutional investors may want to monitor as 2026 comes into view.

Key takeaways:
US growth remains well above trend, powered by strong consumers, capex, and productivity gains.
AI infrastructure spending and monetization are now central to both GDP and equity valuations.
A potential wave of large AI IPOs could test public market capacity and liquidity.
Yen intervention risks, dollar trends, and European fiscal choices are key FX drivers.
Volatility in Bitcoin, gold, and rates highlights sensitivity to policy and growth surprises.

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

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Chapters:
00:00 Today’s Top Market Drivers
00:24 Growth Acceleration
04:31 AI Trend
10:03 Policy Divergence
15:05 Key Takeaways