The last full working week of 2025 is a busy one. Half of the G10 central banks announce policy, alongside several key economic data points including delayed US payrolls data. Government bond yields have been trending upwards over the past couple of weeks, and for the most part we expect the incoming data and, to some extent, policy announcements to support that trend in the near term. Whether good news on the economic front can restart the equity market rebound is less clear. The key there remains sentiment around the tech sector and the AI data centre boom, which has proven fickle in recent weeks.
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