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Creating Investment Solutions - We’re delighted to announce that the Global Semiconductor Bond matured on the 24th of November 2025, delivering an impressive gross return of 14.25% over 18 months — equivalent to 9.50% per annum. Click here for further details. Over the past five years, our 48 maturities have generated a total gross return of €38.5 million for our clients, achieving a weighted average annual return of 12.80% over an average term of 22 months. Creating Investment Solutions - We’re delighted to announce that the Global Semiconductor Bond matured on the 24th of November 2025, delivering an impressive gross return of 14.25% over 18 months — equivalent to 9.50% per annum. Click here for further details. Over the past five years, our 48 maturities have generated a total gross return of €38.5 million for our clients, achieving a weighted average annual return of 12.80% over an average term of 22 months.
Creating Investment Solutions - We’re delighted to announce that the Global Semiconductor Bond matured on the 24th of November 2025, delivering an impressive gross return of 14.25% over 18 months — equivalent to 9.50% per annum. Click here for further details. Over the past five years, our 48 maturities have generated a total gross return of €38.5 million for our clients, achieving a weighted average annual return of 12.80% over an average term of 22 months. Creating Investment Solutions - We’re delighted to announce that the Global Semiconductor Bond matured on the 24th of November 2025, delivering an impressive gross return of 14.25% over 18 months — equivalent to 9.50% per annum. Click here for further details. Over the past five years, our 48 maturities have generated a total gross return of €38.5 million for our clients, achieving a weighted average annual return of 12.80% over an average term of 22 months.

WEEKLY MARKET REVIEW

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Stay Informed with Our Seaspray Private Weekly Financial Market Review

Get the latest insights on global financial markets with our Weekly Market Review. In it we discuss the key financial headlines from the U.S, Europe, UK, Ireland, and Asia-Pacific, along with in-depth analysis of major asset classes, including:

Equities – U.S, Europe, and UK market trends
Bonds – Interest rate movements and fixed-income insights
Commodities – Oil, gold, and other key market drivers

Stay ahead of market trends with our expert insights. Read the latest update now!

Weekly Market Review: 01st December 2025

The Week in Numbers

Equity Markets

Equity IndicesValueWeekly ChangeYTD Change
S&P 5006,849.09+4.40%+16.45%
NASDAQ23,365.69+5.16%+21.00%
EuroStoxx505,668.17+2.18%+15.77%
EuroStoxx600576.43+2.00%+13.56%
FTSE 1009,720.51+1.59%+18.93%
ISEQ12,836.29+4.42%+31.56%

Central Bank Interest Rates

Interest RateCurrent RateDirectionRate Change
FED4.00%—0
ECB2.15%—0
BOE4.00%—0

Government Bonds

Fixed IncomeYieldWeekly ChangeYTD Change
US 10YR4.019-1.08%-12.10%
US 2YR3.491-0.65%-17.60%
German 10YR2.6913-0.25%+13.94%
UK 10YR4.4420-2.35%-2.72%
Irish 10YR2.903-1.14%+10.15%

Foreign Exchange Currency Movements

FXValueWeekly ChangeYTD Change
EUR/USD1.1595+0.71%+11.97%
EUR/GBP0.8758-0.23%+5.88%
GBP/USD1.3236+1.05%+5.74%

Key Events

  • 02/12/2025 – EU Inflation Data
  • 05/12/2025 – US PCE Inflation Data
Why Data Centres Are Becoming the Backbone of the AI Economy
In our most recent Seaspray Private financial data insight we take an in-depth analysis of the current and future landscape of global data centres, highlighting their critical role in supporting the expansion of artificial intelligence infrastructure. We highlight where data centres are most heavily concentrated and detail the extraordinary levels of capital expenditure required to meet rising global compute and power demands. Finally, we explore the growing challenge of energy supply for data centres, with solar emerging as the fastest-deployable renewable option for meeting accelerating AI-driven electricity needs.

Stay Informed with Our Seaspray Private Weekly Financial Market Review

Get the latest insights on global financial markets with our Weekly Market Review. In it we discuss the key financial headlines from the U.S, Europe, UK, Ireland, and Asia-Pacific, along with in-depth analysis of major asset classes, including:

Equities – U.S, Europe, and UK market trends
Bonds – Interest rate movements and fixed-income insights
Commodities – Oil, gold, and other key market drivers

Stay ahead of market trends with our expert insights. Read the latest update now!

FINANCIAL HEADLINES

United States

While the current administration in Washington has made its stance on clean energy quite clear, the third quarter of 2025 saw a record level of investment in clean energy and transportation in the US. Investment in these areas totalled $75bn, the highest quarterly investment on record. This represents a 9% increase on Q2 and an 8% rise from the same period in 2024. Overall, clean investments accounted for more than 5% of all private investment in the US, marking a new record. Of the $75bn total, $41bn was invested in the retail sector, which encompasses the purchase of clean technology by individual households and businesses. Within this $41bn, 76% of spending was on electric vehicle (EV) sales, indicating that demand for EVs has not waned in the US. In addition to retail, manufacturing, energy and industry together accounted for $35bn of total investment. While manufacturing investment declined due to lower EV supply-chain spending, investment in energy and industry—which reflects clean energy production—increased by 15% compared to Q3 2024.

Europe & UK

In Europe, German consumer sentiment strengthened heading into December, according to the GfK Consumer Climate Indicator. This bodes well for the busy Christmas period, with buyer willingness also rising for the second consecutive month.

In the UK, the Budget was unveiled by Chancellor Rachel Reeves last week. Overall, the Autumn 2025 Budget was reminiscent of the previous one in terms of tax increases, with an additional £26bn of new tax measures announced on top of the £40bn introduced the year before. These measures will mostly affect income tax, national insurance, and high-net-worth individuals, and are expected to have a material impact on economic growth. The Office for Budget Responsibility has lowered both its GDP outlook and its inflation outlook for 2026, with GDP expected to fall to 1.4%, down from 1.9% in March, while inflation is expected to average 2.5% in 2026, compared with 3.5% in 2025.

Ireland

Microsoft has announced an additional investment of €4mn dedicated to AI upskilling in Ireland over the next three years. The investment will enable individuals of any age or background to develop skills and competencies in AI. The announcement comes as Microsoft celebrates 40 years in Ireland, with the company now employing more than 6,000 people across the country. Elsewhere, AIB stated that its customers spent €250,000 on flights between 1 p.m. and 2 p.m. on 20 November, immediately after Ireland’s World Cup playoff matches were confirmed.

Asia-Pacific

Japan has unveiled a significant stimulus package worth the equivalent of US$135.4bn to help stimulate economic growth and support lower-income households confronted with rising living costs. The package is the largest since the Covid pandemic and represents the first major policy initiative by the new Prime Minister, Sanae Takaichi. It includes subsidies on gas and electricity, as well as coupons for rice.

Meanwhile, China has overtaken the US in terms of market share for “open” AI models, with 17% of total downloads attributed to Chinese models compared with 15% for US models. Open models can be freely downloaded and modified by developers, and China has been pushing for more of these models in response to the more closed ecosystem that has emerged in the US.

ASSET CLASS REVIEW

Equities

Bonds

Commodities

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