أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

Research Affiliates' Rob Arnott discusses the shift in perception of growth and value stocks, specifically highlighting Amazon and Microsoft's growth, and shares his views on fiscal stimulus and its impact on wealth and asset bubbles.

A strategist suggests that stimulus packages may create asset bubbles rather than boosting the economy, as corporate valuations have decreased due to expectations of fiscal stimulus.

A financial analyst suggests a potential asset swap between the Federal Reserve and the US Treasury to boost the struggling housing market, as part of the White House's stimulus efforts.

Indonesia plans to divert $4.49 billion from state-bank placements due to limited impact on boosting lending, citing a need for more effective stimulus measures.

China's factory activity has rebounded to growth after a record contraction, but the economy still faces challenges, prompting calls for increased stimulus to boost demand.

Tapestry Inc.

Bitcoin options markets are leaning towards bears ahead of the end-of-year $30.3B options expiry, despite expectations of economic stimulus and a semi-bullish outlook for 2026.

International ETFs such as VEA, EZU, and EEM led the market in 2025, driven by cheaper valuations, diversified exposure, and stimulus measures.

China's central bank has reaffirmed its supportive monetary policy stance, focusing on long-term growth over short-term stimulus, indicating a cautious approach to economic stability.

Bitcoin and other cryptocurrencies like ether and XRP experienced a decline, while major Asian equity indices showed moderate gains due to expectations of fiscal stimulus.

Mohamed El-Erian, Allianz Chief Economic Adviser, outlines two potential tailwind scenarios for 2026: a non-inflationary boom driven by AI spend and productivity, and a stagflationary environment.

Chinese President Xi Jinping has warned against 'reckless' economic expansion, suggesting a more cautious approach to growth.