Weekend Headlines Recap

Market moves: futures, regional markets and gold

Market wrap-style headlines covering US futures ahead of Nvidia earnings, regional equity moves and commodity (gold) reactions to US data flow.

• US stock futures rise as markets await Nvidia earnings, government data — Reuters, 11/17/2025
• Gold steadies after sell-off as markets await US data — Reuters, 11/17/2025
• European markets in positive territory, Saab gains 6% following Colombia jet deal — CNBC, 11/17/2025
• Israeli Markets’ Wartime Rally Gives Way to Peace-Time Boom — Bloomberg.com, 11/17/2025
• Burst bubble: what could come if America’s markets turn — The Economist, 11/17/2025

Rates and central bank risks

Headlines linking policy/rate decisions and central-bank risk (including stablecoins’ potential impact) to market and currency moves.

• Run on stablecoins could force ECB to rethink interest rates, warns top policymaker — Financial Times, 11/17/2025
• Swiss Economy Contracts as Central Bank Weighs Negative Rates — The Wall Street Journal, 11/17/2025
• South African rand steady as markets brush off credit upgrade, pivot to interest rate decision — Reuters, 11/17/2025
• Canadian Housing Market Resumes Gains as Lower Rates Spur Demand — Bloomberg.com, 11/17/2025
• Today’s High-Yield Savings Rates for November 17, 2025: Up to 5.00% — The Wall Street Journal, 11/17/2025
• Today’s CD Rates for November 17, 2025: Highest APYs Range From 4.11% to 4.78% — The Wall Street Journal, 11/17/2025
• Will the Fed’s minutes throw any new light on US interest rates? — Financial Times, 11/16/2025
• They Got Low Mortgage Rates During the Pandemic. Now They Can’t Move. — The New York Times, 11/16/2025

AI/Tech Valuation Jitters

Regional markets reacting to stretched tech/AI valuations and rate sensitivity.

• Asian Markets Struggle As Fears Build Over Tech Rally, US Rates — Barron’s, 11/17/2025

Macro: Labor, Consumers & Growth

Big-picture takes on the structure and behavior of the US economy and consumer dynamics.

• Does the US Now Have a Casino Economy? Yes and No — Bloomberg.com, 11/17/2025

China/Asia Policy & Markets

Regional growth and policy signals from Asian economies.

• Thailand’s economy expected to grow above 2% this year, finance minister says — Reuters, 11/17/2025
• Asia-Pacific markets trade mixed as investors assess intensifying China-Japan tensions — CNBC, 11/16/2025

Japan contraction tied to US tariffs

Multiple outlets report Japan’s GDP slipping into contraction after exports were hit by US tariffs, linking trade policy to near-term growth weakness.

• Japan’s economy contracts for first time in six quarters on tariff hit — Reuters, 11/17/2025

The Week Ahead

Weekend headlines tightened a familiar knot: trade policy moved back onto the macro map after reports that U.S. tariffs pushed Japan into its first quarterly contraction in six quarters, and markets picked through the fallout. That story reframes growth risk as partly policy-driven, not just cyclical. At the same time, markets are braced for big corporate news—Nvidia remains a focal point—and commentators flagged vulnerabilities from financial plumbing after warnings that stablecoin runs could force central banks to rethink rate paths.

The market snapshot shows mild risk re-pricing rather than panic. The VIX rose to 20.41, signaling higher jitter but not disorder. Treasury yields eased—US 10-year at 4.13%, German 10-year at 2.71%—which paired with a steady EUR/USD (1.16) suggests a short-term demand for duration even as euro short-term funding costs tick higher: EURIBOR 3M is 2.07 and has edged up. That divergence—sovereign yields drifting down while short-term euro rates lift—keeps ECB watchers alert after the stablecoin commentary.

What to watch this week is more thematic than calendar-driven. Trade-policy developments and any further tariff signals will matter for export-dependent economies and supply chains; follow related headlines out of Japan and Washington. Corporate results and guidance around demand trends—Nvidia’s report remains a key market event—will test whether tech-driven momentum can persist amid those policy risks. Finally, central-bank rhetoric will be consequential: any notes on financial stability or liquidity tools will matter more now given the interplay between short-term euro funding and broader rate levels.

Bottom line: markets are parsing policy risk into prices rather than collapsing. That keeps volatility elevated and makes the market sensitive to headlines on tariffs, financial-stability signals, and the handful of big corporate reports this week.

Premium

*Premium* — EU DeepList Watch

*Premium* — US DeepList Watch

Economic Events Preview

Macro Indicators

Market Futures

Social Media Buzz

For your reading pleasure, not to be treated as advice of any sort.