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Tuesday, January 27th, 2026

Global Market Pulse: US Rate Cut Odds Rise, European Stocks Near Record, Asia Gains – Key Equity Insights December 2025

Broker Name: OCBC Investment Research
Date of Report: 8 December 2025

Excerpt from OCBC Investment Research report.

Report Summary:

  • Global equities posted modest gains, led by improved US consumer sentiment and expectations of Federal Reserve rate cuts, with the S&P 500 and Nasdaq up for the week and volatility remaining low.
  • European and Asian markets also advanced, supported by strong factory orders in Germany and tech-related gains in Asia, while investors rotated towards domestically focused and smaller-cap stocks that could benefit from an accommodative rate environment.

Above is an excerpt from a report by OCBC Investment Research. Clients of OCBC Investment Research can be the first to access the full report from the OCBC Investment Research website: https://www.ocbc.com/personal-banking/investments/investment-research.page

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