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Britain's largest business group warns that the Chancellor's £25bn National Insurance increase and higher minimum wage are increasing unemployment and hindering hiring. The CBI forecasts unemployment will remain at 5% through 2027, contradicting government claims about job creation.
Asian markets advanced Friday following Wall Street's record highs, despite ongoing concerns about an AI technology bubble. Japan's Nikkei rebounded 1.4% while Hong Kong and other regional indexes posted gains. Investors remain cautious ahead of the Bank of Japan's expected rate hike next week.
Taiwan's tech-heavy stock market continues its rally despite global AI valuation concerns. Local investors are confident in Taiwan's structural advantages as the AI supply chain hub, with earnings growth supporting reasonable valuations. The market is unfazed by both AI bubble fears and geopolitical tensions.
Despite recent record highs, a growing number of Wall Street forecasters predict the US stock market could experience near-zero returns over the next decade. Bank of America and Apollo economists cite high valuations and historical patterns suggesting diminished returns following periods of strong growth.
Elon Musk's confirmation of SpaceX's potential 2026 IPO has sparked a rally in space sector stocks. Analysts say the $1.5 trillion valuation talk validates the entire industry, making smaller space companies appear undervalued and shifting investor perception from high-risk to critical infrastructure.
US stock futures were mixed Thursday night following record highs for the Dow and S&P 500, driven by a rotation into value and cyclical stocks. The Nasdaq lagged as AI-related tech stocks declined, with Oracle falling post-earnings. Broadcom slipped despite strong results, while Lululemon surged on CEO news.
Deere & Company reported Q4 2025 sales of $12.4 billion, an 11% YoY increase that beat analyst expectations. However, net income declined due to margin compression across key segments, input cost inflation, and tariffs. The stock trades below its 52-week high and has underperformed the S&P 500.
The Federal Reserve's governing board has unanimously approved the reappointment of 11 out of 12 regional bank presidents for new five-year terms. The Atlanta Fed's president was the sole exception as he is stepping down. This routine approval gained significance amid the Trump administration's efforts to exert more influence over the traditionally independent central bank, particularly regarding interest rate policy.
Investor Michael Burry warns that the Federal Reserve's plan to purchase $40 billion monthly in short-term Treasuries signals banking system fragility. While this provides liquidity support, Burry sees it as evidence that banks cannot function without massive Fed support, calling it a sign of weakness rather than strength.