Market Brief – 30 Dec 2025

In today’s Market Brief - After Hours, global markets diverged as European equities pushed to new record highs while US stocks paused after recent gains, led by weakness in large-cap technology and AI shares. We explore the contrast between surging European indices driven by mining and defence stocks, softer sentiment on Wall Street, mixed signals from Asian markets, and sharp moves in commodities with silver extending a powerful rally and gold consolidating after recent highs. The episode also covers key currency and macro developments, including shifts in EUR/USD, GBP/USD, and USD/JPY, steady oil prices amid geopolitical tension, mixed Treasury yields following Federal Reserve minutes, and notable corporate movers shaping year-end positioning. Hosted on Acast. See acast.com/privacy for more information.