Financial Markets Update 12 November 2025
All quiet on the western front
News Overnight
All quiet on the western front but equities in flux. Softbank unloaded their Nvidia stake, datacentres can’t get electricity and
Fannie Mae changes their rules for lending. Lots of uncertainty. All the doomsters are loving it!
Fannie Mae removes minimum credit score requirements from DU [HousingWire]
A bit of rotation into the Dow Jones.
Breaking
Dollar slides, euro and yen gain as US labor market weakens [Reuters]
UK banks push for easing of capital rules to counter surge in private credit [FT]
Investor angst over Big Tech’s AI spending spills into bond market [FT]
Trump’s trade war backfires as Australian exports to the US surge [AFR]
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