US Consumer Confidence Falls to Four-Year Low in NovemberUS consumer sentiment deteriorated sharply in November, recording one of the steepest monthly declines since 2021. The Conference Board’s headline index fell to 88.7 from 95 in October, well below expectations and marking its weakest level since April. The reading also slipped beneath sentiment levels observed during the height of inflation in mid-2022, signalling growing caution among households.
Trump’s Ukraine Proposal Fuels UncertaintyA leaked 28-point proposal from Washington has sparked renewed debate over possible terms for ending the war in Ukraine. Although former U.S. President Donald Trump has promoted the idea as a “win-win,” the reported terms appear significantly more favorable to Russia than to Ukraine.
Fed Minutes Reveal a Deepening DivideThe latest minutes from the Federal Reserve’s October 28-29 meeting show widening disagreement among policymakers over the next steps for interest rates.
EU Inflation Eases in October, Services LeadEurozone inflation slowed slightly in October 2025, which reinforced the region’s broader disinflation trend as the European Central Bank evaluates the timing of potential policy adjustments.
The AI Boom: Hype vs. Reality Artificial intelligence (AI) remains a dominant topic in corporate America, frequently highlighted by S&P 500 executives as a path to future profitability.
Takaichi’s Stance on Taiwan Sparks Pushback from ChinaTensions between China and Japan have escalated quickly following Sanae Takaichi’s arrival as Japan’s new prime minister.
Markets Prepare for a Data-Heavy PeriodGlobal markets are entering a high-stakes period as investors brace for a wave of delayed U.S. economic data and a series of critical policy decisions. With the 43-day government shutdown now over, key indicators on inflation, employment, and consumer spending are set for release, creating an unusually dense data calendar.
Eurozone Rebounds to Fastest Pace Since Mid-2023Eurozone business activity accelerated in October, with the Composite PMI reaching its fastest pace since May 2023.