Real Vision: Finance & Investing

US Jobs Slump, Fed Cut Odds, and Ethereum’s Fusaka Upgrade: PALvatar Market Recap, December 04 2025

Dec 4, 2025
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

ADP Decline Dramatically Shifts Market Odds

  • ADP reported a surprising decline of 32,000 private sector jobs, the largest drop in 2.5 years.
  • Markets price a roughly 90% chance of a Fed cut next week after the report.
INSIGHT

Jobs Miss Fuels Rate-Cut Odds

  • Weak US private jobs data increased expectations of a near-term Fed rate cut and lifted global equities.
  • The dollar fell for a 10th straight day, marking its longest losing streak in 50 years.
INSIGHT

Dollar Slump And Nikkei Rally

  • The dollar's 10-day decline is the longest in half a century and reflects growing rate-cut bets.
  • Japan's Nikkei jumped over 2.3% after a strong bond auction, showing region-specific drivers.
Get the Snipd Podcast app to discover more snips from this episode
Get the app