Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast 12/20/2025
Today’s podcast episode was created from the following stories:
S&P Futures Muted as Bond Yields Climb
Source: https://www.barchart.com/news
By Oleksandr Pylypenko — Dec 19, 2025
U.S. equity futures were little changed as rising global bond yields followed the BOJ’s latest hike, even as softer November CPI kept hopes for Fed easing alive. With a record options “triple witching” on deck and data including Michigan sentiment and existing home sales due, traders are bracing for volatility. Micron’s upbeat outlook and tech gains helped stocks close higher yesterday while Treasury yields hovered near 4.15%.
Oracle TikTok Deal Lifts AI Mining Stocks as Bitcoin Tags $88,000
Source: CoinDesk
By James Van Straten — Dec 19, 2025
Oracle rallied after TikTok signed binding agreements to form a U.S. joint venture led by Oracle, positioning it as the primary cloud and data security provider. The deal eased fears around AI infrastructure sustainability and lifted risk assets from bitcoin to AI miners. Investors now look to the PCE inflation print for confirmation that easing macro pressures can sustain the bid.
Bitcoin Jumps Above $87,000, Yen Slides as Bank of Japan Hikes Interest Rates
Source: CoinDesk
By Omkar Godbole — Dec 19, 2025
The BOJ raised its policy rate 25 bps to 0.75%, but the yen slipped and bitcoin briefly topped $87,500 as markets had largely priced the move. With Japanese rates still well below U.S. yields, fears of a sweeping unwind of yen carry trades failed to materialize. Crypto firmed alongside broader risk sentiment.
Crypto Breaks Higher as BOJ Decision Clears a Macro Overhang
Source: CoinDesk
By Shaurya Malwa — Dec 19, 2025
Crypto pushed through resistance as the BOJ decision and cooler U.S. inflation cleared a macro overhang, lifting BTC, ETH and the CoinDesk 20. Positioning remains fragile after heavy long liquidations and elevated leverage, leaving markets susceptible to sharp swings into year‑end. Still, on‑chain data suggest long‑term holder selling may be nearing completion.
BioMarin to buy rare disease drugmaker Amicus for $4.8B
Source: BioPharma Dive
By Jacob Bell — Dec 19, 2025
BioMarin agreed to acquire Amicus Therapeutics for $4.8 billion in cash, adding two marketed rare‑disease drugs and a late‑stage asset to its portfolio. Management sees the deal as accretive within a year and a driver of growth through 2030, though it brings debt financing and integration risk. Analysts view antitrust hurdles as unlikely given the therapeutic niches.
SEBI’s revised TER framework a net positive for listed AMCs: Sunil Subramaniam
Source: The Economic Times
By Anupam Nagar — Dec 19, 2025
Indian AMC stocks jumped after SEBI softened its total expense ratio framework, trimming proposed cuts and allowing additional broking charges, which should limit margin pressure. The final rules shift some reductions to distributors, improving earnings visibility versus earlier drafts. Even so, valuations and sustained flows will determine whether the rally sticks amid a globally more supportive, liquidity‑rich backdrop.
Together, these stories capture a market recalibrating to shifting rate dynamics, regulatory clarity and tech‑led catalysts. From the BOJ’s move and AI headlines to biotech M&A and India’s AMC tweaks, risk appetite is rebuilding—but with eyes firmly on upcoming inflation data and year‑end positioning to see whether momentum carries into the holidays.
