Financial Markets Update 12 November 2025

All quiet on the western front

Nov 11, 2025

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]

For Free Subscribers

Silver Update 12 November 2025

Ian Reynolds

Nov 11

Good performance from Silver yesterday as economic uncertainties rise. Into trend resistance at 51.50. We’re looking at 52.30 as the acceleration point higher.

Read full story

DXY Update 12 November 2025

Ian Reynolds

Nov 11

DXY lower with rates yesterday. The failure at the first resistance at 99.80 gives us 2 higher highs and 2 higher lows from the double bottom at 96.20. But price looks weak.

Read full story