Briefings
Archive November 2025
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Week InReview: November 28, 2025
- By: admin
- On: 11/28/2025 10:42:17
- In: Week InReview
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| Trading of futures and options on the Chicago Mercantile Exchange stopped for several hours due to a data center fault, disrupting markets around the world (more on that below). | Before the technical glitch, S&P 500 futures were signaling the index’s first monthly loss since April. The US benchmark, which had been down as much as 4.7% for November, narrowed its monthly loss to 0.4% before the Thanksgiving holiday. | Market fallout continues in China after property giant Vanke shocked creditors by proposing to delay paying a local bond. Property shares have now retreated more than 4.5% in the six sessions through Friday, the longest run of losses in half a year. | Stocks in Asia edged down on Friday, with South Korea underperforming. The MSCI Asia Pacific Index is set for its worst month since October last year. The Bloomberg Dollar Spot Index gained slightly. | Global stocks held firm and cryptocurrencies mostly gained, with US markets closed for the Thanksgiving holiday on Thursday. Money markets are still pricing in a roughly 80% probability of a 25bp rate cut from the Federal Reserve next month, which has helped firm up risk appetite. |
week InAdvance: November 24, 2025
- By: admin
- On: 11/24/2025 13:10:39
- In: Week InAdvance
Week InReview: November 21, 2025
- By: admin
- On: 11/21/2025 10:58:36
- In: Week InReview
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| Global stocks are poised for their biggest weekly slump in seven months on concerns over lofty valuations and whether AI investments will pay off. Bitcoin is heading for its biggest monthly drop in three years. | Yields on Treasuries fell as September jobs data — delayed by the federal government shutdown — showed the unemployment rate inched up to 4.4%, the highest in nearly four years, even as job growth increased. Traders added to wagers that the Federal Reserve will cut rates next month, but swap contracts still implied only a roughly 33% chance of a quarter-point cut. | Asian stocks slipped, led by South Korea and Japan, amid concerns about an AI bubble. The MSCI All Country World Index is set for the worst week since April. European equity futures also dropped, while US contracts are largely steady after cash indexes ended lower Thursday. | Japan unveiled the largest round of extra spending since the pandemic. Meanwhile, Finance Minister Katayama issued a strong warning over recent movements in the yen, mentioning intervention as an option to stem falls in the currency. The yen gained against the dollar. | The cryptocurrency market extended a relentless retreat with Bitcoin dropping as much as 5% to below $86,000 for the first time since April. Options traders are eyeing $85,000 now, a level receiving the highest demand for downside protection, with $82,000 the next-most popular, according to options contracts on Coinbase-owned crypto exchange Deribit. |
Week InAdvance: November 17, 2025
- By: admin
- On: 11/17/2025 12:22:04
- In: Week InAdvance
Mon Nov 17 SOC meets in Moscow. COP30 in Brazil continues. | Tue Nov 18 B20 South Africa Summit. | Wed Nov 19 BIS's FSI/IOSCO conference. Fed releases October meeting minutes. | Thu Nov 20 EU foreign ministers in Brussels. 'Beaujolais Nouveau Day' in France. | Fri Nov 21 'The SNB and its Watchers' conference in Zurich. | Sun Nov 23 | Stir Up Sunday in the UK
Week InReview: November 14, 2025
- By: admin
- On: 11/14/2025 09:41:08
- In: Week InReview
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The October US jobs report will be released without a reading of the unemployment rate, the US's top economic adviser said Thursday.
Stocks are falling again this morning as traders price in a lower chance of an interest rate cut next month from the Federal Reserve, which unleashed concerns about overstretched equity valuations.
The pound slid against the dollar, the worst-performing G10 currency. Chancellor of the Exchequer Rachel Reeves dropped plans to raise income taxes, raising questions over how she’ll balance the books in her Nov. 26 budget. Gilt yields jumped the most since July, and the pound and the FTSE 100 declined.
Asian stocks fell after US markets declined amid uncertainty over the Fed's interest-rate cuts. South Korea led regional peers lower, while US and European equity futures are largely steady. Bitcoin fell. Gold edged up.
China’s economic activity cooled more than expected at the start of the 4Q. Meanwhile, the country’s property market downturn will continue and worsen deflationary pressures, former Finance Minister Lou Jiwei warned. |
Week InAdvance: November 10, 2025
- By: admin
- On: 11/10/2025 11:23:17
- In: Week InAdvance
Week InReview: November 7, 2025
- By: admin
- On: 11/07/2025 21:05:17
- In: Week InReview
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Stocks are struggling for direction, with a brief dip-buying rally fading at the end of a volatile week that brought this year’s artificial intelligence-led rally to a halt.
Asian stocks fell amid concern over AI valuations, with the MSCI Asia Pacific Index set for its worst week since early August. US and European equity futures fared better, with both contracts in the green. The Bloomberg Dollar Spot Index edged higher.
Hong Kong shares slid while mainland indexes were largely steady. China’s exports unexpectedly contracted in October during a period of renewed tensions with the US. Exports fell for the first time in eight months, dropping 1.1% from a year earlier.
Due to the US government shutdown, airlines across the country have started canceling flights scheduled for the coming days, with about 700 Friday flights already canceled by the four largest carriers.
Treasuries rallied after private data measures pointed to a stumbling US job market, spurring traders to boost wagers that the Federal Reserve will cut interest rates next month. The risk-off mood pushed high-valuation tech stocks and crypto to big losses.
Week InAdvance: November 3, 2025
- By: admin
- On: 11/03/2025 10:49:56
- In: Week InAdvance