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The Allocation Group notes that Trump has cut tariffs on more than 100 food products.
Makroekonomi 1 min lästid

Market Outlook - December 2025

Av Olav Chen Head of Allocation and Global Fixed Income 4 december 2025

Economic clouds are beginning to lift as the US edges toward renewed growth and another Fed rate cut. Markets remain steady, but shifting policy signals and AI-driven earnings keep investors on alert.

Key points:

  • Despite a still-weak labour market, economic growth in the US may pick up again next quarter
  • The Fed will likely cut rates again in December, but the focus on central-bank independence will probably continue
  • NVIDIA met expectations with strong results, but the share price levelled off

Read the Market Outlook for December here

Datum: 04-12-25
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