The Global Brief - Episode 131 - Nov 5, 2025

📰 Policy Paralysis: Why the Market is Flying Blind and What Happens Next. 📰 The global market is smothered in a "thick fog of uncertainty," with the Vix elevated above 19 and fear holding fast, as a 36-day U.S. government shutdown creates a paralyzing data vacuum. From Asia to Europe, policymakers are sending conflicting signals, forcing traders to ignore bullish technical charts in favor of ugly fundamental realities, like a collapsing Chinese freight market and a bearish Death Cross in crude oil. Even the U.S. dollar is caught in a tug-of-war between its safe-haven status and the drag of domestic dysfunction. We break down the cross-currents in fixed income and commodities and pinpoint the private data reports—including the critical ISM Services PMI—that are now king, and which could trigger an outsized market reaction today. Tune in to understand the risks and where to position yourself when no one can see the road ahead.

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