Financial Markets Daily Report22 desembre 2025
Friday’s session had a risk-on tone, with global bond yields rising after the Bank of Japan raised rates to 0.75% and signaled further tightening. European yields were additionally supported by higher ECB inflation forecasts for 2026 and plans to fund new aid to Ukraine through increased debt issuance.
Equity markets rose on both sides of the Atlantic to close a week of broad-based gains. In Japan, the Nikkei rebounded after registering losses for the entire week, as expectations consolidated on BoJ Friday's decision. The dollar strengthened against most major peers.
In commodities markets, oil prices rose as a US blockade of Venezuelan tankers overweighed the peace talks between Russia and Ukraine, now in pause. This week, investors will be attentive to tomorrow's numerous data releases in the US, with special focus on Q3 GDP growth figures.