Financial Markets Update 15 December 2025
BoJ on Friday: last call at the bar, for the year
News Overnight
UK GDP lower and disinflation in Germany set a sombre turn for markets, and with the AI trade and particularly Oracle debt hanging over the market, equities bore the brunt. Gold and Silver pushed higher but were squashed by London and COMEX at the close.
It’s going to quiet this week but the Bank of Japan on Friday could change all that.
Breaking
UK bankers warn on plan to use Russian assets for loans to Ukraine
“This Is Very Risky”: China Silver-Fund Manager Issues Warnings As Premiums Soar [Zerohedge]
Bank of Japan set for first rate hike in 11 months [Nikkei Asia]
China’s Last ‘Too-Big-to-Fail’ Housing Giant Loses State Support [Bloomberg]
Russia sues Euroclear over frozen assets [FT]
Gold and Silver Allowed for First Time in Indian Pension System [Bloomberg]
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