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A busy week lies ahead for global markets, dominated by the Federal Reserve’s policy meeting, renewed efforts toward a potential Russia-Ukraine peace agreement, a wave of corporate earnings, and several central bank decisions. Here are the main developments investors will be tracking.
All eyes will turn to Washington, D.C., where the Federal Reserve convenes for one of its most closely watched meetings in recent memory.
Markets overwhelmingly expect the central bank to cut rates by 25 basis points, with LSEG data showing traders pricing in an 84% probability of such a move. The Fed last reduced its benchmark rate on October 29, shifting the target range to 3.75%–4.00% from 4.00%–4.25%.
A rate cut this week may not be unanimous, however. Five of the twelve Federal Open Market Committee voters have expressed reservations about easing further, raising the prospect of an unusually divided vote. The FOMC has not seen three or more dissents in a single meeting since 2019, and it has only happened nine times since 1990.
The committee will also need to weigh decisions without the latest labor market data in hand, as the historic government shutdown has delayed the November jobs report until December 16 — well after this week’s meeting concludes.
Investors will be listening closely on Wednesday for clues about whether additional cuts could follow in 2026, assuming a reduction is announced now.
Bank of America’s Aditya Bhave suggested Friday that market expectations may soon shift despite policymakers’ caution, writing: “We wouldn’t be surprised if markets start pricing a Jan cut more aggressively in the near term.”
Hopes for a breakthrough toward ending the war in Ukraine returned to the spotlight after U.S. Special Envoy Keith Kellogg said a deal was “really close”, hinging on two unresolved issues: the future status of the Donbas region and control of the Zaporizhzhia nuclear plant.
“If we get those two issues settled, I think the rest of the things will work out fairly well,” Kellogg said Saturday. “We’re almost there.”
Russia currently occupies just under 20% of Ukraine, including Crimea and over 80% of Donetsk.
President Volodymyr Zelenskiy said he held a long and “substantive” call this weekend with U.S. envoy Steve Witkoff and Jared Kushner. Still, territorial concessions remain a sticking point, with Kyiv reluctant to cede land seized through force.
German magazine Spiegel reported that during a call with Zelenskiy and European leaders, French President Emmanuel Macron warned the U.S. could pressure Ukraine into territorial concessions without ensuring future protections.
According to the report, Macron said: “There is a chance that the U.S. will betray Ukraine on territory without clarity on security guarantees.”
While the Fed leads the monetary-policy agenda, other key central banks will also draw attention:
Earnings from Broadcom (NASDAQ:AVGO) and Oracle (NYSE:ORCL) will help gauge the strength of demand for artificial-intelligence-related technology.
Oracle, a major player in cloud and enterprise software, reports Wednesday after the close. Analysts expect earnings of about $1.64 per share on revenue of roughly $16.19 billion.
Vital Knowledge analysts wrote that: “Bookings [are] expected to be explosive (once again) while cash flow suffers from the company’s aggressive spending.”
They added that Oracle leadership will likely defend the company’s AI prospects forcefully, “pushing back hard on concerns about its balance sheet and the financial viability of major ecosystem partners.”
Broadcom reports Thursday evening. Mizuho estimates fiscal 2026 revenue of $86.9 billion and EPS of $9.34, including $41.1 billion in AI-related sales — ahead of consensus forecasts.
With growth expected to exceed 30% next year and accelerate further in 2027, Mizuho wrote: “We are buyers on AVGO [Broadcom] heading into earnings.”
Tesla (NASDAQ:TSLA) will also attract attention after launching a more affordable version of its Model 3 across Europe last week — two months after its U.S. release — in an effort to reinvigorate sales amid intensifying competition and weakening demand.
Deliveries are slated to begin in Q1 2026.
European demand for Tesla vehicles has softened sharply this year. UK registrations released Thursday showed a steep November drop, aligning with declines elsewhere on the continent. Preliminary data from New AutoMotive shows UK registrations falling 19%, to 3,784 from 4,680 a year earlier.
Meanwhile, Chinese rival BYD — which sells EVs, hybrids, and plug-in hybrids — saw registrations more than triple in November.
Morgan Stanley downgraded Tesla to “equal weight” from “overweight”, saying that although the company retains leadership in EVs, energy, and real-world AI, the stock now trades near fair value.
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A busy week lies ahead for global markets, dominated by the Federal Reserve’s policy meeting, renewed efforts toward a potential Russia-Ukraine peace agreement, a wave of corporate earnings, and several central bank decisions. Here are the main developments investors will be tracking. 1. Fed decision takes center stage All eyes will turn to Washington, D.C., […]
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