Identifying the reasons why the stock market rises or falls is challenging, if not impossible, but the slide in interest rates has surely bees a non-trivial factor in lifting equities this year. A key question for 2026: Will the tailwind continue?
Daily Archives: December 22, 2025
Macro Briefing: 22 December 2025
US is pursuing third oil tanker linked to Venezuela, highlighting escalating tensions between the two countries. The “active pursuit” pursuit of the tanker by the US Coast Guard is related to a “sanctioned dark fleet vessel that is part of Venezuela’s illegal sanctions evasion”, a US official said. “It is flying a false flag and under a judicial seizure order.” The news is a factor that’s lifting oil prices today. “The market is waking up to the fact that the Trump administration is taking a hardline approach to Venezuelan oil trade,” said June Goh, senior oil market analyst at Sparta Commodities.
