Market Snapshot November 26th 2025
US – China on negotiation, but now they are different from the previous one. Data – Asian equities gained, with the MSCI Asia-Pacific ex-Japan rising 0.75 %, as traders increased bets on a December Federal Reserve rate cut following a string of dovish comments from policymakers. – Fed expectations surged, with futures markets pricing […]
Market Snapshot November 25th 2025
Bumping at Night, Data – Global equities rebounded as expectations for a December Federal Reserve rate cut strengthened. Dovish remarks from Fed officials, including Christopher Waller and John Williams, lifted market-implied odds of a 25 bps cut to ~67 %. – Large-cap technology stocks led the rally, reversing part of last week’s AI-driven correction […]
Market Snapshot November 23rd 2025
Recap for next week Data – Global equities fell sharply, led by a deepening tech-sector selloff. The MSCI Asia-Pacific −2.2 %, Nikkei 225 −2.2 %, and Taiwan −3.4 %, as AI-linked momentum continued to unwind ahead of key U.S. macro releases. – Mixed U.S. labour data added uncertainty: solid job gains contrasted with rising […]
Market Snapshot November 21st 2025
NFP is already repricing, coming up next. Data – Global equities opened stronger after NVIDIA’s robust earnings and signs of a possible delay to new U.S. semiconductor tariffs. The STOXX 600 +0.7 % to 565.85, with technology and industrials leading early gains. – U.S. markets reversed sharply intraday: the S&P 500 swung from +2 […]
Market Snapshot November 20th 2025
Japanese Yen is looking for a slippery…. Data – Global equities remained under pressure, with the Nasdaq falling ~1.2 %, extending a multi-day slide driven by tech-sector weakness ahead of NVIDIA’s high-stakes earnings release. – Risk-off sentiment firmed, lifting safe-haven demand: the Japanese yen strengthened slightly to ¥155.49 / USD, while the U.S. Dollar […]
Market Snapshot November 19th 2025
Oops, We lost Internet by Cloudflare Data – Global equities extended their decline, with the S&P 500 −3.4 % in its fourth straight losing session, dragged by accelerating de-risking in tech and AI-linked names. – Tech sector remained under acute pressure, as investors positioned cautiously ahead of NVIDIA’s earnings, amid growing concerns of an […]
Market Snapshot November 18th 2025
Well, Japan – China is going pressure again? Data – U.S. equities traded lower as investors positioned ahead of key delayed U.S. macro releases and major earnings from NVIDIA. The S&P 500 −0.9 %, Nasdaq −0.8 %, and Dow −1.2 %, marking a cautious start to the week. – Large-cap tech underperformed, with NVIDIA […]
Market Snapshot November 15th 2025
Rumors gone, SELL THE NEWS! Looking for Another Dump. Part I: Data – Global equities sold off sharply as investors reduced expectations of a December Federal Reserve rate cut, following a series of more cautious comments from Fed officials. The Nasdaq plunged, and losses broadened across Asia and Europe. – Technology stocks led the […]
Market Snapshot November 14th 2025
Double NFP or not? Data – Global equities advanced modestly as U.S. federal agencies fully resumed operations after the shutdown, helping ease data-visibility concerns. The STOXX 600 hit an all-time high at 585.33, while Nikkei 225 +0.3 % and TOPIX reached a record peak, supported by rotation out of high-valuation tech stocks into cyclicals […]
Market Snapshot November 13th 2025
Hurry, US House of Representatives, time is ticking… Data – Global equities extended gains as the U.S. shutdown resolution boosted confidence. The MSCI World +0.26 %, the Dow Jones +0.68 % (record close), while the Nasdaq −0.26 % as investors rotated out of stretched tech valuations. – U.S. Treasury yields fell on renewed expectations of […]
