Real Vision: Finance & Investing US Shutdown Breakthrough and BOJ Hawkish Tilt: PALvatar Market Recap, November 10 2025
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Nov 17, 2025 Renewed market optimism rises as the U.S. Senate moves to end the government shutdown, bolstering global risk assets. Weak U.S. job data strengthens expectations for a rate cut in December. Meanwhile, the Bank of Japan hints at a potential shift towards tightening. In China, deflation pressures are easing, but demand remains weak. On the crypto front, sentiment improves despite significant ETF outflows as key technical levels hold strong.
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Shutdown Breakthrough Spurs Risk Rally
- The US Senate advanced a bipartisan bill to end the 40-day government shutdown, lifting global market sentiment.
- Equities, bond yields, crypto, gold and silver all rallied on the prospect of reopening government funding.
Soft Data Strengthens Cut Expectations
- Weak US consumer sentiment and labor signs pushed markets to expect a December rate cut.
- Private surveys showed job declines and the Chicago Fed estimated unemployment rose to 4.4%, reinforcing easing hopes.
BOJ Signals Gradual Tightening
- The Bank of Japan signaled a possible return to gradual tightening as economic conditions improve.
- Policymakers remain cautious due to uncertainties in growth and inflation forecasts.