The Global Brief - Episode 134 - Nov 6, 2025

📈 Welcome to D-Risk! In today's episode we tackle the "Great Macro Divergence" paralyzing the market! Strong U.S. services data is fighting against a record government shutdown and soaring consumer loan defaults, leaving the 10-year Treasury and the Dollar trapped in a fierce tug-of-war. Meanwhile, policy is fractured globally, from the BoJ's internal debate on hiking to the Bank of England's razor-thin 5-4 vote on holding rates. Gold and the Vix are whipsawing, pricing in radical confusion. Tune in as we track today's critical jobs data and a parade of Fed and ECB speakers searching for a tie-breaker, and find out whether the robust tech economy or the struggling consumer will win the directionless battle.

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