Real Vision: Finance & Investing Trading the Markets: November 19, 2025
5 snips
Nov 19, 2025 Kris Bullock and Bijan Maleki dive into market dynamics with a focus on recent trends. They discuss a surprising dollar surge linked to a suspension of jobs data, causing a ripple effect on risk assets. Insights into potential catalysts and liquidity outlooks are shared, exploring U.S. liquidity downtrends and the historical impact on markets. The duo examines how liquidity shifts create cycles in Bitcoin’s performance and evaluates crypto resilience, particularly highlighting HYPE and key Bitcoin levels. Get ready for an engaging mix of trading strategies and market analysis!
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Jobs Data Pause Fueled Dollar Rally
- The dollar surge and a missing October jobs report drove a swift risk-off move across assets.
- Bijan Maleki links the spike in odds for zero rate cuts to the BLS reporting pause and USD strength.
U.S. Liquidity Has Lagged The Rally
- U.S. liquidity has been in a downtrend since QT began despite intermittent rallies.
- Bijan expects liquidity to start rising as QT ends and the TGA gets 'plugged back in.'
Bitcoin Temporarily Broke From Liquidity
- Global net liquidity bottomed before the FTX collapse and later supported Bitcoin rallies despite overall declines.
- Bijan shows how ETF inflows and institutional demand temporarily decoupled Bitcoin from liquidity trends.