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November 2025 Monthly

November 01, 2025
The world economy is limping into November 2025, buffeted by geopolitical crosswinds, policy fragmentation, and structural shifts that defy easy categorization. Despite record highs in many equity markets, beneath the surface, the global order is being re-engineered—one export restriction, cyberattack, and parliamentary deadlock at a time.US-China…
November 2025 Monthly November 2025 Monthly Reviewed by Marc Chandler on November 01, 2025 Rating: 5
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Bullish Dollar Consolidation

October 31, 2025
Overview: After extending this week's rally yesterday, the US dollar is consolidating yesterday's gains in what appears to be favorable price action. The pullback from greenback's best level has been shallow. The US struck several trade deals this week, and secured a trade truce with China, even if many are skeptical of its longevity, …
Bullish Dollar Consolidation Bullish Dollar Consolidation Reviewed by Marc Chandler on October 31, 2025 Rating: 5
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US-China Agree to Unwind Recent Actions, while Greenback Consolidates Post Fed Move, and Yen Slumps after BOJ Stands Pat

October 30, 2025
Overview: The US agreed to not to block subsidiaries of Chinese companies that were sanctioned and not to enforce the port fee on Chinese ships that had ostensibly triggered the tightening of China's rare earth/magnet export restrictions. China agreed to suspend those for a year and dropped its levy on US made/operated ships port calls. Beijin…
US-China Agree to Unwind Recent Actions, while Greenback Consolidates Post Fed Move, and Yen Slumps after BOJ Stands Pat US-China Agree to Unwind Recent Actions, while Greenback Consolidates Post Fed Move, and Yen Slumps after BOJ Stands Pat Reviewed by Marc Chandler on October 30, 2025 Rating: 5
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Japanese Verbal Intervention was More Effective than Bessent's, and the Dollar is Bid Ahead of FOMC Outcome Japanese Verbal Intervention was More Effective than Bessent's, and the Dollar is Bid Ahead of FOMC Outcome Reviewed by Marc Chandler on October 29, 2025 Rating: 5
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Japan's Warning and Successful US-Japan Talks See Yen Snap Seven-Day Slide

October 28, 2025
Overview: The dollar is mixed against the G10 currencies today. Fanned by Japanese official caution about exchange rate developments, and perhaps what seems like a successful between President Trump and Japanese Prime Minister Takaichi, the dollar is snapping a seven-day advance against the yen. The dollar bloc and sterling are under-performing, w…
Japan's Warning and Successful US-Japan Talks See Yen Snap Seven-Day Slide Japan's Warning and Successful US-Japan Talks See Yen Snap Seven-Day Slide Reviewed by Marc Chandler on October 28, 2025 Rating: 5
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Risk-On as US-China Take Step Away from Brink, Market Shrugs off new US Levy on Canada, and Milei Does Better than Expected in Argentina

October 27, 2025
Overview: A combination the US and China moving away from the trade brink, more US trade agreements (and frameworks) in Southeast Asia (Cambodia, Thailand, Vietnam, and Malaysia), and a strong showing by Milei's party in Argentina have boosted risk appetites in today's activity. The US S&P 500 and Nasdaq are poised to gap higher for th…
Risk-On as US-China Take Step Away from Brink, Market Shrugs off new US Levy on Canada, and Milei Does Better than Expected in Argentina Risk-On as US-China Take Step Away from Brink, Market Shrugs off new US Levy on Canada, and Milei Does Better than Expected in Argentina Reviewed by Marc Chandler on October 27, 2025 Rating: 5
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Week Ahead: A Most Consequential Week

October 25, 2025
The week ahead could be one of the most consequential weeks here in Q4. Four G10 central banks meet, and two, the Federal Reserve and the Bank of Canada, the market is confident will cut policy rates. The market is also confident that the other two central banks, the European Central Bank and the Bank of Japan, will stand pat. On October 30, the d…
Week Ahead: A Most Consequential Week Week Ahead: A Most Consequential Week Reviewed by Marc Chandler on October 25, 2025 Rating: 5
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