Bitcoin is showing soume bounce now after it logged its weakest week since February, falling more than 30% from last month’s peak as macro pressure, policy uncertainty and investor repositioning hit the crypto market all at once, according to Deutsche Bank analysts.The bank cites a sharp risk-off shift across global markets, with Bitcoin increasingly trading like a high-beta tech stock due to its strong correlation with the Nasdaq-100. Hawkish commentary from Federal Reserve Chair Jerome Powell added to the sell-off, after he cautioned that a December rate cut is far from guaranteed, though NY Fed President John Williams later (on Friday) delivered a more measured tone.Regulatory momentum has stalled as progress on the Senate’s Digital Asset Market Clarity Act slowed, creating uncertainty for institutional participation. At the same time, large investors have been withdrawing funds, contributing to outflows across major crypto products.Deutsche Bank also notes that long-term holders, among the earliest adopters, have begun taking profits, adding another layer of selling pressure during a period of fragile market sentiment. This article was written by Eamonn Sheridan at investinglive.com.

U.S. equities may face more near-term pressure, but Morgan Stanley strategist Michael Wilson says investors should treat the pullback as a buying opportunity heading into 2026.Wilson acknowledged that tensions around Federal Reserve policy and tightening liquidity have weighed on markets, but reiterated his “high conviction” in a bullish 12-month outlook. He said market behaviour has unfolded precisely as the bank warned in late September, when Morgan Stanley flagged the risk that less-dovish Fed guidance and tighter liquidity could create short-term headwinds.That tactical scenario is now playing out, with high-momentum stocks proving most sensitive to liquidity constraints and the S&P 500 reacting to the incremental hawkishness delivered at the October 29 FOMC meeting. Wilson noted that while the index is down only 5%, the underlying weakness is far deeper: two-thirds of the largest 1,000 U.S. stocks have seen drawdowns of more than 10%. That deterioration in breadth suggests the correction is closer to the end than the beginning.Morgan Stanley warns that if the Fed delays rate cuts or maintains balance-sheet tightness, the final stage of the correction could involve mega-cap leaders “catching down,” a common late-correction pattern. But Wilson views any further weakness as an opportunity to double down on the firm’s rolling-recovery thesis, pointing to soft alternative labour data as support for the Fed eventually getting “ahead of the curve on rate cuts.”Looking toward 2026, Morgan Stanley remains out of consensus, arguing the U.S. is in an early-cycle environment and forecasting 17% EPS growth next year. The bank keeps overweight positions in Small Caps, Consumer Discretionary Goods, Healthcare, Industrials and Financials, saying the resilience in earnings-revision breadth shows the sell-off is driven by liquidity—not fundamentals.---Since his note expectations for a FOMC cut in December have firmed, Daly the latest to join the cut chorus:Fed's Daly backs a December rate cut This article was written by Eamonn Sheridan at investinglive.com.

The Information is a tech website, with the latest::Google Further Encroaches on Nvidia’s Turf With New AI Chip PushGated. In a nutshell, Google is talking to Meta and other cloud customers about letting them run Google's TPU chips in their data centers.Data centres switching to Google's chips would be a huge win for Google and loss for NVDA. In brief:Google is pushing TPUs directly into customer data centers, holding talks with Meta and financial firms as it tries to chip away at Nvidia’s dominance in AI hardware.Nvidia is countering aggressively, offering investments and deals to lock in major clients like Anthropic and OpenAI as Google’s TPU momentum grows.---Earlier:I tried Gemini 3 and it's impressive. Why it could be a gamechanger in markets This article was written by Eamonn Sheridan at investinglive.com.

Weekly ANZ-Roy Morgan Australian Consumer Confidence rose to 87.1prior 84.287.1 is the highest since early in September this year. ANZ cite the improvement on the week on retailer sales ahead of Black Friday. This article was written by Eamonn Sheridan at investinglive.com.

Tesla has been hit with a new patent-infringement lawsuit alleging the company knowingly used protected robotics technology in its Autopilot and self-driving systems.Info via Reuters.The suit, filed in federal court in Alexandria, Virginia on Monday, comes from Perrone Robotics, whose founder Paul Perrone claims to have developed a general-purpose robotics operating system designed to work across multiple automated platforms—solving the earlier challenge of needing bespoke hardware and software for each vehicle.Perrone alleges that all Tesla models equipped with any version of Autopilot over the past six years infringe five of the company’s patents. One of those patents was reportedly offered to Tesla for purchase in 2017, according to the filing.The complaint seeks unspecified damages and an injunction to stop further use of the contested technology. Tesla did not immediately comment. This article was written by Eamonn Sheridan at investinglive.com.

The U.S. has pressed the U.K. to take a harder line on Chinese involvement in critical infrastructure, warning that Chinese firms pose growing national-security risks across the Five Eyes network. A senior U.S. official said Britain should adopt a “zero-trust” stance toward Chinese companies in strategically sensitive sectors and move toward blanket exclusion. Info via the UK Telegraph The intervention follows an MI5 alert over Chinese espionage and renewed scrutiny of Chinese shareholdings in major U.K. assets, including Heathrow Airport. U.S. officials also highlighted China’s rapidly advancing cyber operations, citing the “Salt Typhoon” and “Volt Typhoon” breaches as evidence that Western infrastructure is increasingly vulnerable.Washington is urging a more coordinated response among Five Eyes partners, arguing that fragmented national policies leave gaps Beijing can exploit. This article was written by Eamonn Sheridan at investinglive.com.

S&P Global said Canada’s economy is poised to expand over the next few years as business conditions begin to improve, even as several structural challenges remain in place.The ratings agency expects Canada’s unemployment rate to gradually decline in 2026, reflecting a slow recovery in hiring and firmer domestic demand. However, S&P warned that core inflation is likely to stay elevated, suggesting price pressures will remain sticky despite progress in headline inflation.S&P also flagged weak business investment as an ongoing drag on Canada’s growth outlook. It noted that already-soft investment trends are now being compounded by new U.S. tariffs, which risk further depressing corporate confidence and capital spending.Overall, S&P said Canada is entering a period of moderate economic expansion but still faces headwinds that could limit the pace and durability of the rebound. This article was written by Eamonn Sheridan at investinglive.com.

The latest on what's ahpenning with Venezuela. The US has been ramping up pressure. Whether this plan for a call is feint or not, I dunno! This article was written by Eamonn Sheridan at investinglive.com.

Major US stock indices close with solid gainsWhite House: US and Ukraine talks have been productiveFed's Daly backs a December rate cutCrude oil settles at $58.84. Tests the 100 hour MA on the reboundWhite House to delay healthcare proposalU.S. Treasury auctions off $69 billion of 2 year notes at a high yield of 3.489%Trump: Accepts Xi invite to visit Beijing in AprilECB's Nagel: Current level of the Euro at $1.16 is not a cause for concern.US Industrial output revised to -0.1% from 0.1%. Capacity utilization revised lowerMajor European indices close mixed. France's CAC and Italy's FTSE MIB close lowerMicrosoft Technicals: The price low holds the 200 day MA at $466.89 for 2nd day in a row.Dallas Fed manufacturing business index for November -10.40 versus -5.00 last monthChina State Media: China Pres. Xi and US Pres. Trump held callKremlin aid Ushavkov: Many provisions of US drafted Ukraine peace plan seem acceptableEU Sefcovic: EU team is set to go to Washington to tackle various issuesThe USD is mixed to kickstart the NA session. The USD is lower vs the EUR & GBP/higher JPYinvestingLive European markets wrap: Risk bounce holds, dollar mixed to start the weekFed's Waller: Advocating for a rate cut at the December meetingIf court strikes down tariffs, there will be new actions imminently - LutnickThe USD finished Monday mixed, struggling to find a unified direction as traders weighed increasing bets for a December Federal Reserve rate cut against lingering geopolitical risks. While the greenback gained ground against the Yen (+0.31%), NZD (+0.05%) and Loonie (0.05%), it softened slightly against EUR (-0.08%), GBP (-0.11%), CHF (-0.05%) and the AUD (-0.14%).Key Market Movers (vs. USD):Japanese Yen (USD/JPY): The Yen was the notable underperformer, with USD/JPY rising 0.31% to 156.87. The pair continues to push higher despite recent verbal warnings from Japanese officials, as the policy gap between the Fed and the BOJ remains a primary driver. Technically, the USDJPY held above the rising 100 hour MA at 156.73. That MA will be a key barometer in the new day for both buyers and sellers. The buyers are currently more in control. Euro (EUR/USD): The Euro showed resilience, edging higher by 0.08% to 1.1520 but off it's highs for the dar.. Bulls in the Asian Pacific session managed to defend the 1.1500 handle, but after rising and extending above the falling 100 hour MA (currently at 1.15358), the momentum faded and the price moved back below that key MA. The price at 1.1520 sits between support down to 1.1490 and resistance at the falling 100 hour MA at 1.15358.British Pound (GBP/USD): Sterling ticked up 0.11% to 1.3108, finding mild support ahead of upcoming UK budget details. Technically, the price is between the 100 hour MA at 1.30928 and the 200 hour MA at 1.31232. (at 1.31065).Swiss Franc (USD/CHF): The Franc strengthened slightly, with the pair dropping 0.05% to 0.8080, reflecting some defensive positioning among traders.The price of the USDCHF is closing above a key swing area between 0.8066 and 0.8076The "Why" Behind the Moves:Fed Rate Cut Odds: Markets are now pricing in roughly a 70-75% chance of a rate cut in December following dovish comments from NY Fed President Williams, Fed Govenor Wallers, and SF Fed President Daly. Holiday Thinner Volume: With U.S. Thanksgiving approaching on Thursday, volume is expected to lighten, potentially leading to choppy or "drift-like" price action.Geopolitics: Tensions regarding Ukraine/Russia continue to provide a floor for safe-haven assets, preventing a deeper USD selloff.The US stocks surged higher on the hopes for peace and lower rates. The gains were led by the Nasdaq which surged by 2.69%. The S&P index rose by 1.55%. US yields are ending the day lower with the:2 year yield 3.501%, -1.3 basis points5 year yield 3.600%, -1.8 basis points10 year yield 4.030%, -3.2 basis point30 year yield 4.673%, -4.1 basis pointsIn other markets, The price of oil rebounded today after last weeks 3.3% fall. The price rose $0.91 or 1.57% to $58.97.Gold surged $74 or 1.83% at $4138.49.Bitcoin rebounded from lower levels on the day to up close to $2000 currently at $88762. The low reached $85225 before reversing solidly to the upside. Although up from close to $80K on Friday, the price high was close to $125K in October. This article was written by Greg Michalowski at investinglive.com.

You can't make this sort of thing up, FT Exclusive: The UK Treasury has asked banks to make public and prominent endorsements of the Budget this week, wanting lenders to praise new policies and show how they will boost lending to first-time buyers and small businesses. This article was written by Eamonn Sheridan at investinglive.com.

The major US stock indices close was solid gains led by the NASDAQ index which had its largest percentage gain since May. The S&P index had its best days since October 13.A snapshot of the closing levels shows:Dow industrial average rose 202.86 points or 0.44% at 46448.27 S&P index rose 102.13 points or 1.55% at 6705.12.NASDAQ index rose 598.92 points or 2.69% at 22872.01.Fed's Mary Daly said she was in favor of a cut in December which helped the bias. Earlier today, Fed's Waller also advocated for a cut. Looking at some of the big winners today (>5%):Broadcom (AVGO): +11.10%Nebius NV (NBIS): +10.35%SoFi Technologies (SOFI): +8.63%Western Digital (WDC): +8.43%Micron (MU): +7.99%Robinhood Markets (HOOD): +7.15%Tesla (TSLA): +6.82%Alphabet A (GOOGL): +6.28%AMD (AMD): +5.53%Grayscale Bitcoin Trust (GBTC): +5.47%Lam Research (LRCX): +5.42%Alibaba ADR (BABA): +5.13%Shopify (SHOP): +5.12%Bitcoin Futures (BMC): +5.08%MicroStrategy (MSTR): +5.01% This article was written by Greg Michalowski at investinglive.com.

We had data from South Korea earlier:November consumer sentiment hit its highest since November 2017 at 112.4prior 109.8Included in this data release are inflation expectations, for November these came in at 2.6%, the same as the previous month. I've got nothing else on the data calendar ahead. This article was written by Eamonn Sheridan at investinglive.com.

The White House is commenting on the peace talks with UkraineU.S. and Ukraine talks have been productive There are just a couple of points of disagreement.Trump is optimistic a deal can be struck.Trump remains optimistic and hopeful.Adds that Trump has been putting pressure on both Putin and ZelinskiThere are no scheduled meetings with Zelenskyy this weekMeanwhile, comments from Ukraine's ZelenskyyCurrent peace proposals contain fewer than 28 points after joint work.Will discuss sensitive topics of the peace plan with Trump.Peace framework includes many “correct” points now.Urges Ukrainians to react to air alerts in coming days as “we know who we are dealing with.”There should be no strikes on Ukraine during peace talks.The process continues This article was written by Greg Michalowski at investinglive.com.

In a Wall Street Journal interview, Fed's Daly supports a 25 basis point rate cut in December. Daly says she supports cutting rates at the December meeting due to rising risks of a sudden labor-market deterioration.Warns the job market is “vulnerable” and could have a nonlinear downturn, which she sees as harder to manage than an inflation flare-up.Says tariff-related inflation pressures have been more muted than expected, reducing the risk of an inflation breakout.Daly rarely diverges from Powell publicly, making her stance notable as the committee remains divided.Still believes the Fed can return inflation to 2% without higher unemployment—and that failing to do so would be a policy failure.Notes the economy has been in a “low-hiring, low-firing” equilibrium, but warns it is fragile and could break negatively if layoffs rise or output slows.Based on recent comments, 3 of 7 Fed governors are leaning toward a cut. 3 are unclear while 1 is favoring a pause. Of the voting Presidents, 1 is in favor of a cut (near Fed Pres. Williams), while 4 are favoring a pause. That would imply 4 voting for a cut and 5 voting for a pause with 3 voting members unclear including the Fed chair Powell.The market is pricing in a 19 basis points of easing/76% chance of a cut.Board of Governors (all vote):Powell: UnclearJefferson: UnclearBowman: CutBarr: PauseCook: UnclearMiran: CutWaller: CutVoting Reserve Bank Presidents:Williams (NY): CutCollins (Boston): PauseGoolsbee (Chicago): PauseMusalem (St. Louis): PauseSchmid (Kansas City): PauseLooking at the nonvoting presidents, Feds Hammack is the most hawkish. There are 4 who are in favor of a pause while 2 are in favor of cutting. Fed's Barkin is unsure. Hammack (Cleveland): PauseKashkari (Minneapolis): PauseLogan (Dallas): PausePaulson (Philadelphia): CutDaly (San Francisco): CutBostic (Atlanta): PauseBarkin (Richmond): Unclear This article was written by Greg Michalowski at investinglive.com.

The price of crude oil is settling at $58.84. That is up $0.78 or 1.34%.The high price today reached $58.94 just off the settle level. The low price was at $57.42.Looking at the hourly chart, the low price today was near the low prices from Friday's trade near $57.39. The subsequent move to the upside did extend close to the falling 100 hour moving average of $58.99. That level - and the 200 hour moving average at $59.23 - will be short-term barometers for both the buyers and sellers. If the price can stay below the bias remains more to the downside. If the price were to move above each than the bias would shift more to the upside. This article was written by Greg Michalowski at investinglive.com.

Sector OverviewThe stock market heatmap today reveals a dynamic performance across various sectors, with technology and semiconductor stocks taking the spotlight. The technology sector, overall, showed resilience with solid gains from giants like Microsoft (MSFT) at +0.23% and Palantir (PLTR) soaring +1.70%. These gains contributed to a sense of positive sentiment in spite of broader economic concerns.Semiconductors, in particular, are bouncing back with AVGO at +2.65% and MU climbing +2.46%. However, Nvidia (NVDA) remains slightly down by 0.12%, reflecting some investor caution.In the consumer cyclical sector, Tesla (TSLA) impressively advanced by +3.74%, highlighting its ongoing recognition among investors. Amazon (AMZN) also made headway, marking a +1.41% increase, indicating consistent consumer demand.Market Mood and TrendsThe overall market mood today can be characterized by cautious optimism. Investors are weighing strong sectoral performances against global market conditions. The heatmap signifies a willingness among investors to bet on technology and consumer-driven stocks, suggesting a potential shift towards growth-oriented strategies.Meanwhile, healthcare witnesses mixed sentiments, with notable performance from Merck (MRK) at +2.86% and Lilly (LLY) up by +1.12%, showcasing investor interest in defensive yet profitable categories.Strategic RecommendationsGiven today’s nuanced market dynamics, investors should consider bolstering their portfolios with technology and semiconductor stocks, which seem poised for potential recovery and continued growth. Meanwhile, diversifying with stable players in healthcare and communication services could provide a safeguard against volatility.Monitoring economic indicators and staying informed with real-time data is essential to navigating potential shifts. Tracking key performances like Google (GOOGL), with its +3.61% rise today, can signal confident trajectories within communication services.For more in-depth analysis and the latest updates, make sure to visit InvestingLive.com where a wealth of insights can guide your financial decisions. This article was written by Itai Levitan at investinglive.com.

State media is reporting that:China's Pres. Xi and US Pres. Trump held talks. Both sides should expand list of cooperation Xi clarified China's position on Taiwan issueXi tells Trump return of Taiwan to China an important part of post-war international orderShould strive for more progress in bilateral tiesShould open new space for cooperationtwo leaders talked about Ukraine crisisOn Ukraine crisis urges all parties to reduce differences.China, US should jointly safeguard victorious outcome of World War IIWith Trump rating and low, there is a focus on the US economy and that is connected to China. Trump posted on Truth Social this morning that Despite the massive amount of money being made by the United States of America, Hundreds of Billions of Dollars, as a direct result of Tariffs being charged to other countries, the full benefit of the Tariffs has not yet been calculated in that many of the buyers of goods and products, in order to avoid paying the Tariffs in the short term, “STOCK UP” by purchasing far more inventory than they can use. That heavy inventory purchase is now, however, wearing thin, and soon Tariffs will be paid on everything they apply to, without avoidance, and the amounts payable to the USA will SKYROCKET, over and above the already historic levels of dollars received. These payments will be RECORD SETTING, and put our Nation on a new and unprecedented course. We are already the “hottest” Country anywhere in the World, but this Tariff POWER will bring America National Security and Wealth the likes of which has never been seen before. Those opposing us are serving hostile foreign interests that are not aligned with the success, safety and prosperity of the USA. They couldn’t care less about us. I look so much forward to the United States Supreme Court’s decision on this urgent and time sensitive matter so that we can continue, in an uninterrupted manner to, MAKE AMERICA GREAT AGAIN! Thank you for your attention to this matter! President DJTHis focus on revenues seems good, but the other countries may or may not pay. If they lower prices and eat the cost of exports, they will effectively pay. If the importer pays the tariff and eats the cost, that is good. If the importers pay the tariff and raise prices that is not good for inflation even if it is one off. People not only want lower inflation (change in prices over time) but lower prices.(i.e. lower prices for goods and services). This article was written by Greg Michalowski at investinglive.com.

Kremlin Aide Ushakov: Many provisions of US drafted Ukraine peace plan seem acceptable.Some provisions of US drafted peace plan that required detailed discussion.European counterproposals on Ukraine peace plan seem at 1st glance completely unconstructive and do not work for Russia.And therein lies the rub.Europe does not like the plan and resent US taking the lead without their involvement. This article was written by Greg Michalowski at investinglive.com.

EU Sefcovic:EU team set to go to Washington to tackle various issuesEU set priority on steel, including tackling overcapacity for EU.Conditions in place to launch negotiations on US steel tariffs.Meanwhile US commerce Sec.Lutnick is also speaking and says:US can put forward steel dealOur suggestion is for the EU to find a way to have balanced digital set of rules This article was written by Greg Michalowski at investinglive.com.

U.S. stock futures are trading higher in premarket trading as investors increase bets on a December rate cut and react to major AI news.Major Tech & AI MoversAlphabet (GOOGL): 4.25%The stock is rallying after reports that Google has overtaken Microsoft in market capitalization, reclaiming its spot as the second-most valuable company. Investors are also reacting enthusiastically to the launch of its Gemini 3 AI model. The price is on pace to trade at a new all-time high at the open. Alibaba (BABA): +4.30%Chinese e-commerce giant is surging after announcing its new AI-powered app, "Qwen," hit 10 million downloads in just its first week, signaling strong consumer adoption of its AI tools.Tesla (TSLA): +2.4%Shares are ticking higher after CEO Elon Musk commented on the company's successful design of "millions" of proprietary AI chips for its vehicles and data centers, reinforcing its vertical integration narrative. Technically, the price held above the 100 day MA and trend line support near $381.04 last week. The bounce back to $400.25 puts some room between that key level and the price. Nvidia (NVDA): +0.45%Modest gains as the company remains supported by high AI chip demand, with some reports suggesting potential easing of specific export controls. However, the company is also suffering from the potential for disappointment from the lofty orders that may not materialize if there is more competition. Technically, the price is trading between the 50 day MA above at $186.46 and the 100 day MA at $180.29. The price is trading just below the 100 day MA in premarket trading. Looking at the major indices:Dow is up 122 pointsS&P is up 42 pointsNasdaq is up 236 points This article was written by Greg Michalowski at investinglive.com.