Financial Markets Update 19 November 2025
10 Dec is a long wait
News Overnight
No change in Jobless Claims but weak ADP again.
Markets are focused on FED/liquidity. We may have to wait for the next FOMC meeting on 10 December for clarity. That seems like an awfully long time.
Breaking
Blue Owl Plunges to 2023 Low After Blocking Exit From Fund [Bloomberg]
Oracle is already underwater on its ‘astonishing’ $300bn OpenAI deal [FT]
US House votes to release Epstein files [FT]
Fund managers warn AI investment boom has gone too far [FT]
China Accuses Takaichi of Reviving Japan’s ‘Militarist Demons’[Bloomberg]
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Limit Up! Podcast 10 November 2025
