Financial Markets Update 28 November 2025
Happy Thanksgiving
News Overnight
Quiet with US shut for the Thanksgiving holidays but markets will be back with a blast on Monday.
Breaking
APRA introduces first ever debt-to-income limits on home loans [AFR]
BOJ preps markets for near-term hike as weak yen overshadows politics [CNBC]
SEC probes Jefferies over First Brands [FT]
Putin Says No Final Peace Plan Draft Yet But Open to Talks [Bloomberg]
Vanke’s Loan Request Rejected by at Least Two Chinese Banks [Bloomberg]
Vanke bonds plunge on plan to delay repayment, revive China property concerns [Reuters]
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Ethereum Update 28 November 2025
A small bounce in ETH but nothing like Bitcoin. If we have a turndown in equities, BTC will go lower but ETH will get crushed.
EUR/USD Update 28 November 2025
EUR/USD has been pretty boring for a bit but it’s time for a move. The bull flag after the move up from 1.02, shows price having yet another go at resistance at 1.1610.
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Bitcoin Update 28 November 2025
What a difference a week makes. 10k off the lows. Resistance is at 93.5k and 97.6k but the downsloping resistance, today at 102k, is where price needs get above to at least stop going down.
Australia 30 Year Yield Update 28 November 2025
Yield being pushed higher by much stronger than expected CPI, driven by an 11% annual increase in Australian money supply. Like Canada irresponsible fiscal and monetary policy has drive inflation much higher and GDP to zero.
Economic Indicators Today
The Vanke news caught my eye, given their loan rejection is pretty telling about the state of China's property sector right now. Also intresting how the BOJ is prepping for a near term hike despite the political uncertainity there. Do you think a weaker yen is enough to push them into action soon?