Market Minutes
Read snapshots of the latest market news
Japan’s GDP drop strengthens Takaishi’s stimulus case
Japan’s third-quarter GDP slipped more than expected, sharpening the new administration’s argument for fresh fiscal stimulus and adding pressure on the Bank of Japan to move cautiously on tightening. The contraction was driven largely by a sharp housing pullback and softer exports, while underlying domestic demand remained resilient.
17 Nov 2025, 08:59
Gold softens as US monetary direction remains unclear
Gold prices fell sharply after hawkish commentary from several Federal Reserve officials reduced the market’s confidence in near-term easing. At the same time, oil rallied following damage to Russian energy infrastructure that disrupted exports. Meanwhile, the activity indicators from China surprised to the downside, prompting modest weakness in Chinese equities.
14 Nov 2025, 22:42
Fading Fed cut odds trigger market pullback
Hawkish commentary from several Federal Reserve officials prompted a marked repricing of policy expectations and a sharp correction in equity markets. The market-implied probability of a 25-basis-point cut at the December FOMC meeting fell significantly, and major US indices declined by more than 1.5 per cent.
13 Nov 2025, 23:52
AMD and Anthropic strengthen their commitment to AI
Technology firms continue to prioritise investment in artificial intelligence infrastructure as they compete for market share. Advanced Micro Devices (AMD) reiterated its focus on AI, with management forecasting strong multi-year revenue growth, while Anthropic announced a substantial multi-year infrastructure spend.
12 Nov 2025, 22:16
Pound dips after weak UK employment figures
The United Kingdom’s labour market showed signs of deterioration this month: the unemployment rate rose and payrolls contracted, prompting renewed uncertainty over the Bank of England’s policy path and weighing on sterling.
11 Nov 2025, 23:31
Markets rebound as hopes grow for a shutdown resolution
Major US equity indices rallied as markets welcomed the Senate’s approval of a funding bill that—if passed by the House and signed by President Donald Trump—would end the federal shutdown. The prospect of restored government operations reduced policy uncertainty and boosted risk appetite.
10 Nov 2025, 22:34
US markets slide as jobs and consumer spending soften
US equity indices closed the week lower amid growing concern over the absence of official employment data, elevated valuations in technology stocks and a deterioration in consumer confidence.
7 Nov 2025, 23:02
Wall Street declines amid renewed concerns over tech prices
US equity indices fell for the week as investors reassessed lofty valuations in technology stocks—particularly firms exposed to artificial intelligence (AI)—while the ongoing US federal funding lapse raised concerns about delayed official employment statistics.
7 Nov 2025, 00:05
ADP jobs beat expectations while tariffs stir fresh concerns
Private payrolls unexpectedly rose more than analysts had forecast, tempering near-term expectations of Federal Reserve easing, while the US Supreme Court heard arguments that could curtail the White House’s authority to impose tariffs.
5 Nov 2025, 22:27
US dollar strengthens as private hiring slows amid shutdown
Private-sector job postings have fallen sharply while the US federal funding lapse approaches record length, generating heightened market uncertainty. US equities fell on the shutdown-related risks, while the US dollar strengthened as markets questioned the likelihood of a December Fed rate cut.
5 Nov 2025, 02:37