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Markets have priced out a lasting easing cycle after the Fed’s hawkish cut, keeping policy near neutral. Sticky inflation and high real yields hint at a higher neutral rate, while liquidity, credit, and AI-driven capex trends shape a carry-led credit outlook.
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In the November 2025 edition of Macro Moves, Macrobond explores how rare earth export controls, the U.S. government shutdown, and global market shocks disrupted investor optimism and reshaped portfolios. From China’s tightening grip on critical minerals to Bitcoin’s record crash, gold’s volatility, and Milei’s economic reforms in Argentina, this issue unpacks the forces driving global markets and sentiment. Access all charts and data directly in the Macrobond app.
