🐈 Key Events of the Week

1. October Retail Sales data - Tuesday
2. November Jobs Report - Tuesday
3. November CPI Inflation data - Thursday
4. December Philly Fed Manufacturing Index - Thursday
5. October PCE Inflation data - Friday
6. November Existing Home Sales data - Friday
7. MI Inflation Expectations data - Friday
8. MI Consumer Sentiment data - Friday
9. Total of 5 Fed speaker events


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💎💎💎💎💎

🔥 JPMorgan is launching a tokenized money market fund on Ethereum.


❤️ @CryptoWorldNews

🇧🇬🇧🇫🇨🇮🇩🇯🇪🇬 💳


Visa to launch a stablecoin advisory practice to help banks explore stablecoin use cases.


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🇧🇬🇧🇫🇨🇮🇩🇯🇪🇬

🇯🇵 Japan’s central bank plans to begin selling its ¥83 trillion ($534B) ETF holdings as soon as next month.


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🇧🇬🇧🇫🇨🇮🇩🇯🇪🇬

Volkswagen will stop vehicle production at its Dresden plant, marking the first factory closure in Germany in its 88-year history.


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🔥🔥🔥🔥🔥🔥

Strategy bought 10,645 $BTC worth ~$980.3M.

They now hold 671,268 $BTC.


❤️ @CryptoWorldNews

Market Overview

SPX: $6827
NASDAQ: $23195
DXY: $98

Gold: $4379
Silver: $63
Bitcoin: $89707


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⚠️🚯↪️🔂⬅️

🇺🇸 Bank of America says banks will move onchain over the next several years.


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⚠️🚯↪️🔂⬅️

🇺🇸 Kevin Warsh becomes new favorite on Polymarket to replace Jerome Powell as Federal Reserve Chair.


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🌍🌐🧭⛰️

Elon Musk becomes first person in history to surpass a $600 billion net worth.


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🦺👓🕶🥽🥼

🇺🇸 Fed just injected $16.81 billion in the economy through overnight repos.


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⚠️🚯↪️🔂⬅️

🇺🇸 The U.S. Senate delays the crypto market structure bill until next year.


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🦺👓🕶🥽🥼

🇺🇸 Trump admin to hire 1,000 specialists for 'Tech Force' to build AI, finance projects, per CNBC.


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🐈

Wall Street’s cheat code is breaking

For almost 20 years, Wall Street lived with a hidden advantage. It was called the Yen Carry Trade. And it is starting to unwind right as the Fed lays out plans for the next year.

The setup was absurdly simple and massively profitable.

🐈 Borrow in Japan at near 0%
🐈 Buy US Treasuries yielding 4–5%
🐈 Pocket the spread with minimal own capital

This was quasi risk free leverage. A global liquidity pump. Those flows supported everything. Nasdaq, growth stocks, real estate, crypto. As long as Japan stayed near zero and US rates stayed high, the machine worked.

⌛ The rules are changing

Japan has finally started raising rates to defend the yen. At the same time, the Fed is pivoting toward cuts. The rate spread that powered the trade is compressing. Cheap money is no longer cheap.

💸 Why this matters

When Japanese rates rise, the carry trade flips. Positions have to be closed. Yen needs to be repaid. That means selling US assets.

Capital flows reverse. Money stops flowing into the US and starts getting pulled back to Tokyo.

This is not a crash event. It is worse.
A slow, structural drain of liquidity.

These shifts rarely look dramatic at first. But when a long standing source of demand disappears, price support fades across markets.

And this is only the beginning.


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🐈

📊 NFP Data drops today at 15:30 (GMT+2), a key ignition point for USD momentum. Jobs data fuels volatility, sentiment, and direction.


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⚠️🚯↪️🔂⬅️

Visa has started offering stablecoin payments on the Solana network for US banks using $USDC.


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🚨 US unemployment rate in 1 hour

The US unemployment rate drops at 08:30 AM ET.

➡️ Expected: 4.4%

🔼 If unemployment prints above 4.4%, markets may lean toward a softer economy and higher odds of Fed cuts, which is usually supportive for risk assets.

🔽 If it prints below 4.4%, the labor market looks tighter and that can add short term pressure.

How will the market react?
👍 Up
🤝 Flat
👎 Down

🥫 t.me/FinancialWorldUpdates