Real Vision: Finance & Investing Global Market Risk-Off, Manufacturing Contraction, and Crypto Turmoil: PALvatar Market Recap, November 04 2025
10 snips
Nov 4, 2025 Global markets are feeling a risk-off vibe, heavily influenced by the U.S. government shutdown. Manufacturing is under pressure, with conflicting signals from PMI data creating a perplexing landscape. Japan struggles with a contracting manufacturing sector, raising concerns over the yen. In the crypto realm, Bitcoin tumbles, triggering massive liquidations, while some companies like Animoca Brands and Ripple show signs of resilience amid the chaos. It’s a mixed bag for traders and investors navigating these turbulent waters.
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Risk-Off From Shutdown And Fed Uncertainty
- Global markets turned risk-off amid the US government shutdown and fading AI frenzy.
- Traders now doubt a December Fed rate cut and weigh scarce public data heavily.
Conflicting US Manufacturing Signals
- US manufacturing ISM data showed contraction for the eighth month, missing expectations.
- The ISM print conflicted with S&P Global's expansion reading, highlighting mixed signals.
Broad Manufacturing Weakness And Currency Risks
- Weak PMI readings extended across the Eurozone, China and South Korea, with the UK and Spain as outliers.
- Currency moves and Japan's contraction heightened global recovery concerns.