Financial Markets Update 13 October 2025
Markets bounce but for how long..
News Overnight
Markets bounce back on Monday morning as TACO reappears, this time manifesting itself as Vance says 100% tariff talk was just a bargaining ploy.
Unsurprisingly Silver, Gold and Bitcoin jumped as investors pile into non-sovereign assets.
Breaking
US stock futures jump as Trump seeks to calm trade tensions with China [Investing.com]
First Brands Exposure of $1.75 Billion Hits Norinchukin JV [Bloomberg]
China’s export controls on rare earths not export bans; applications of compliant export for civil use can get approval: MOFCOM [Global Times]
US Foreclosure Filings Jumped 17% In Q3 [Zerohedge]
The big red light flashing over private credit and private equity [AFR]
How OpenAI put itself at the centre of a $1tn network of deals [FT]
Japan opposition in talks to challenge Takaichi after coalition collapse [FT]
For Free Subscribers
Bitcoin Update 13 October 2025
Can’t see what the fuss was over the weekend. Bitcoin bounces at support to show it’s just rangebound. Or could be a bull flag from the rapid spike up from 74k.
For Paid Subscribers
Gold Update 13 October 2025
Gold moving higher again and $3,940 looks be the point where new longs will be wrong.
Economic Indicators Today
