2026-11-05 · Event replay

Critical 98 16:36 Geopolitics

Report: Iran Reviewing Specific Nuclear Proposal, U.S.-Iran Talks Show New Progress

New U.S.-Iran nuclear talks progress amid deep divides and military readiness

Critical 98 13:33 Geopolitics

Global Market Highlights Before Thursday's US Equity Open

Escalating Middle East conflict fuels global tightening fears and supply shock risks

Critical 94 17:55 Geopolitics

Senate Democratic Leaders Outline Party's Priority Agenda

Schumer outlines Democratic priorities: ban lawmaker stock trades, end Iran war, halt tariffs, curb data center energy c

Critical 93 21:22 Geopolitics

Key Highlights of Canada’s 2026 Budget

Canada's budget adds C$151.5B over five years, funded partly by oil windfall from Iran war — growth risk if conflic

Critical 93 11:03 Geopolitics

What to Watch in the Bank of England's Interest Rate Decision

BoE likely hikes 25bps to 4%, lifts inflation forecast but may soften pace guidance

Critical 93 12:34 Geopolitics

BoE Governor Bailey: We must limit impact of Iran conflict; existing inflation pressures remain high; corporate investment growth exceeds prior expectations

Bailey flags Iran conflict spillover; inflation high but business investment stronger than expected

Critical 93 12:34 Geopolitics

BoE Governor Bailey: We must limit impact of Iran conflict; existing inflation pressures remain high; corporate investment growth exceeds prior expectations; recent GDP

Bailey flags Iran conflict spillover; high inflation persists, AI lifts GDP

Critical 93 13:52 Geopolitics

Bank of England Decision Highlights

BoE hikes 25bps to 4%, signals more hikes amid Middle East conflict

Critical 92 03:59 Geopolitics

Goldman Sachs: U.S. 'Blue Wave' to Significantly Impact AI Regulation

Democratic sweep may ease AI regulation outlook

Critical 92 12:34 Geopolitics

Interest rates could go ‘significantly higher’ if oil prices keep climbing — even if the Iran war ends soon

Higher oil prices could force rates significantly higher, even post-conflict

Critical 90 12:13 Geopolitics

Bank of England hikes interest rate for the first time since Iran war, warns inflation will near 5%

BoE hikes for first time since Iran war, citing near-5% inflation

Critical 90 18:06 Central banks

UK Bond Yields Hold Gains as BoE Raises Rates for First Time Since 2023

BoE hikes for first time since 2023; UK gilt yields rise across curve

Critical 90 16:43 Geopolitics

U.S. Midterm Elections Send Argentina's 2035 Bonds to One-Year Low

US midterms trigger fresh Argentina bond selloff amid ESF uncertainty

Critical 88 12:02 Central banks

BoE Governor Bailey: Unless US-Iran Conflict Ends, This Likely Won't Be Last Hike

BoE Governor Bailey ties further hikes to end of US-Iran conflict

High 85 21:18 Central banks

Mexico's Rate Cut, U.S. Midterms Weigh on LatAm Assets; Paraguay's Plunge

Mexico's surprise rate cut and US midterms weigh on LatAm assets

High 83 10:23 Central banks

Report: Binance Hack Prompts U.S. Regulators to Review Banking Systems

Binance hack triggers urgent US bank system review by regulators

High 83 12:01 Central banks

A strategist draws a 1980s parallel to argue bipartisanship could power a ‘bull stampede’

Bipartisan cooperation plus inflation-fighting Fed could spark bull stampede

High 83 12:08 Central banks

Traders Boost Bets on BoE Rate Hike; December Probability Rises to 50%

Traders lift BOE December hike probability to 50%

High 83 15:15 Market moves

US 10-Year Treasury Yield Falls Over 3 BPs, Nears 4.85% and Hits Session Low of 4.8347% at 11:46 AM Beijing Time; Rises to Session High of 4.XX% at 10:29 PM

US 10-year yield plunge triggers risk-off selloff

High 83 19:00 Macro data

Mexico's central bank cuts rate by 25 bps to 6.25%, defying expectations of hold; to keep rate at 6.25% for longer

Mexico's central bank cuts rates by 25 bps unexpectedly; signals prolonged hold

High 82 19:30 Energy supply

WTI December Crude Futures Rise $2.40, or 2.72%, to $90.52, Off Lowest Close Since Oct. 7

WTI crude rallies over 2.7%, lifts off October low

High 82 18:04 Geopolitics

US Imposes New Sanctions on Cuba

US expands Cuba sanctions to electronics, manufacturing, maritime, and tech sectors

High 82 00:04 Central banks

Trump committee hearing on Fed Governor Lisa Cook rescheduled to Dec. 14

Trump committee hearing on Fed Governor Cook postponed to Dec. 14

High 82 20:49 Market moves

Two-Year Treasury Yield Drops More Than 12 Basis Points

Short-end UST yields drop sharply; 2s10s spread widens

High 81 14:41 Central banks

Barkin sees interest rate hikes ahead, but at a gradual pace

Barkin signals gradual rate hikes to combat inflation

High 81 13:50 Central banks

Fed's Waller: Policy Must Shift to Restrictive Stance; Broad Price Pressures Reflect Supply-Demand Imbalance; Favors Frequent, Small Rate Adjustments; Inflation Since March...

Harker signals shift to restrictive policy as inflation moves in wrong direction

High 81 13:50 Central banks

Fed's Waller: Policy Must Shift to Restrictive Stance; Inflation Reflects Supply-Demand Imbalance; Favors Frequent, Small Rate Adjustments; Inflation Down Since March

Harker signals higher-for-longer rates as inflation moves in wrong direction

High 81 18:15 Central banks

Fed's Overnight RRP Usage Falls to $125M from $225M on Nov 5

Fed RRP usage halved to $125M; liquidity demand eased sharply

High 81 22:03 Market moves

Gold Rises 0.7%; NY Copper Drops ~3.5%

Gold rose while copper fell sharply — divergent signals across metals

High 81 07:51 Energy supply

MOFCOM: To Advance High-Quality Bilateral Economic and Trade Cooperation with Oman, Enriching China-Oman Strategic Partnership

China-Oman trade upgrade strengthens energy ties and expands into new sectors

High 80 17:46 Market moves

Long-end German bond yields fall ~4 bps as investors eye AI stock plunge

German bund yields fall as AI stock selloff triggers risk-off flow

High 80 15:12 Market moves

Nasdaq tumbles 4% as chip rout intensifies in wake of midterms

Nasdaq plunges 4% amid intensifying chip sell-off post-midterms

High 80 15:54 Central banks

ECB President Lagarde: December forecasts will help determine need for rate hike.

Lagarde says December forecasts will guide ECB rate decision

High 80 15:54 Market moves

Nasdaq tumbles 5% as chip rout intensifies after midterms

Nasdaq plunges 5% amid deepening chip sell-off post-midterms

High 80 06:41 Geopolitics

U.S. Media: Houthis Demand $51 Billion from Saudi Arabia to End Hostilities

Houthi demand $51B to halt hostilities; Red Sea shipping risk persists

High 79 14:01 Central banks

Banks are turning cautious on lending, according to the Fed. What it means for the economy

Bank lending standards tighten sharply, signaling economic headwinds

High 79 01:23 Central banks

PBOC Conducts RMB 26.3 Billion Overnight Reverse Repo at 1.25%

PBOC conducts RMB 263bn overnight reverse repo at 1.25%

High 79 04:24 Central banks

State Council Report on Financial Work Released: Supports Central Huijin as Quasi-Stabilization Fund, Strengthens Capital Market Stability Mechanism

China's Huijin authorized to act as quasi-stabilization fund; market support mechanism reinforced

High 79 08:37 Central banks

PBOC Vice Governor Zou Lan Attends 5th International Financial Leaders Investment Summit

PBOC Vice Governor signals policy stability and financial opening

High 79 08:45 Central banks

PBOC Governor Pan Gongsheng Meets Morgan Stanley Chairman Ted Pick

PBOC governor meets Morgan Stanley chairman, signaling openness