FEAR & GREED | Business News Equities, bitcoin, gold sell-off; voters fire Trump a warning; smartwatches, AI heart health
Nov 5, 2025
Markets are experiencing a significant sell-off across equities, crypto, and gold as investors reassess risk. An ASIC chief warns of new rules for private credit amidst concerns of potential bubbles. The US elections signal voter fatigue with Trump, while forecasts show rising challenges in tech valuations. On a brighter note, smartwatches are using AI to identify heart issues, merging technology and health in groundbreaking ways.
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Broad Risk Aversion Across Markets
- Global risk assets fell together as investors reassessed valuations and interest rate expectations.
- Cross-asset weakness suggests higher risk aversion rather than a single-sector shock.
Position For A Bumpy Year‑End
- Expect a bumpier market into year-end and plan positions for higher risk aversion.
- Prepare portfolios for receding expectations of rate cuts in the US and Australia.
Crypto And Gold Also Reprice Downward
- Cryptocurrencies and gold both retreated despite market anxiety, reflecting valuation pressure.
- Bitcoin slid ~20% from its peak and Ethereum fell ~36%, showing swift repricing of speculative assets.