The Global Brief - Episode 143 - Nov 11, 2025

Navigating the "data fog" of a prolonged government shutdown, global markets are latching onto one powerful narrative: aggressive Federal Reserve rate cuts. This dovish speculation, supercharged by a new Fed Governor calling for a 50-basis-point cut, is driving massive cross-asset divergence. While Asian equities ease from highs, a surging gold price above $4,100 signals a clear flight to safety and a vote against the U.S. dollar. The key question for investors remains: is the market correctly sniffing out a major policy pivot, or is it getting ahead of itself while flying blind? We break down the technicals and central bank calendar for today's crucial clues.

There are no comments yet.

Please log in to write the first comment.