Weekly Global Markets Brief - Episode 159 - Dec 13, 2025

The "soft landing" illusion has shattered. Despite a fresh Federal Reserve rate cut, the Nasdaq and S&P 500 sold off as the market finally woke up to a "Recession Reality Check." In this episode, we dissect the violent capital rotation that sent crude oil plunging while gold surged, signaling a potential global slowdown. We also analyze the dangerous decoupling between U.S. volatility and the resilience seen in the Nikkei 225 and DAX. Is the "bad news is good news" era officially dead? Tune in to find out why next week's data avalanche could redefine the economic outlook for 2026.