GLOBAL MARKETS RALLIED AS THE FED DELIVERED A THIRD STRAIGHT RATE CUT, SIGNALED CONFIDENCE IN ECONOMIC GROWTH, AND FRAMED THE MOVE AS A CAUTIOUS NORMALIZATION RATHER THAN THE START OF AGGRESSIVE EASING.
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US BLUEPRINT TO REWIRE ECONOMIES OF RUSSIA & UKRAINE SPARKS CLASH WITH EUROPE — WSJ.
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COCA-COLA WILL NAME HENRIQUE BRAUN AS CEO IN 2026, WITH JAMES QUINCEY BECOMING EXECUTIVE CHAIRMAN AND BRAUN SET FOR BOARD NOMINATION AT THE 2026 ANNUAL MEETING.
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BONDI: U.S. EXECUTED SEIZURE WARRANT FOR TANKER CARRYING SANCTIONED VENEZUELAN AND IRANIAN OIL.
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GOOGLE: ANNOUNCES MAJOR UPGRADES TO GEMINI 2.5 FLASH AND GEMINI 2.5 PRO TTS PREVIEW MODELS.
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ORACLE EXPECTS ACCELERATING GROWTH IN Q3, FORECASTING 37%–41% CLOUD REVENUE GROWTH, 16%–18% TOTAL REVENUE GROWTH, 12%–14% PROFIT GROWTH, AND LIFTING FISCAL 2026 CAPEX BY ABOUT $15B ABOVE ITS INITIAL OUTLOOK.
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US HOUSE PASSES $901B NDAA DEFENSE BILL IN A 312–112 VOTE; SENATE CONSIDERATION IS NEXT.
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BREAKING: BINANCE FOUNDER CZ's BOOK HAS ALLEGEDLY BEEN LEAKED. https://t.co/FCaANmK6WM
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JAPAN FIRMS SAY STRAINED TIES WITH CHINA ARE THEIR TOP CONCERN FOR 2026, PER A JAPAN CORPORATE SURVEY.
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JAPAN FIRMS SAY ABOUT 40% OF JAPAN FIRMS EXPECT EARNINGS GROWTH NEXT YEAR, FAR OUTNUMBERING BEARISH VIEWS, AND TWO-THIRDS SUPPORT THE PRIME MINISTER’S FLEXIBLE FISCAL TARGET PLAN, PER A SURVEY.
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HONG KONG MONETARY AUTHORITY CUTS BASE RATE BY 25 BPS TO 4.0%, MATCHING THE U.S. FED MOVE.
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MOSCOW MAYOR: AIR DEFENCE DESTROYED 10 UKRAINIAN DRONES OVER EVENING AND NIGHT.
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GOLD HELD NEAR $4,230 AN OUNCE AS A DOVISH FED DELIVERED ITS THIRD STRAIGHT RATE CUT, PUSHING YIELDS AND THE DOLLAR LOWER WHILE REINFORCING SUPPORT FOR PRECIOUS METALS.
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OIL ROSE AFTER THE US SEIZED A SANCTIONED VENEZUELAN TANKER, HEIGHTENING GEOPOLITICAL RISK EVEN AS OVERSUPPLY CONCERNS PERSIST.
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JAPAN EARLY TRADE: NIKKEI FUTURES UP 0.24%; 10-YR JGB FUTURES UP 0.17 POINT.
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UK RICS HOUSE PRICE BALANCE FOR NOVEMBER SHOWED A -16% DECREASE, MORE POSITIVE THAN EXPECTED BUT STILL LOWER THAN PREVIOUS MONTH'S -19% AND THE ESTIMATED -21%.
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JAPAN SECURITY FLOWS (W/O DEC 5)

Japan Buying Foreign Bonds: ¥452.9B (prev -¥771.3B)

Japan Buying Foreign Stocks: -¥64.5B (prev ¥96.6B)

Foreign Buying Japan Bonds: -¥442.6B (prev ¥1063.7B)

Foreign Buying Japan Stocks: ¥96.8B (prev ¥655.6B)
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GEMINI WON CFTC APPROVAL TO LAUNCH A DERIVATIVES EXCHANGE, CLEARING THE WAY FOR US PREDICTION MARKETS AND AN EXPANDED PUSH INTO CRYPTO FUTURES AND OPTIONS.
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FORMER BOJ EXECUTIVE HAYAKAWA SAYS JAPAN COULD SEE UP TO FOUR RATE HIKES BY 2027, WITH POLICY RATES ULTIMATELY RISING TOWARD ~1.5% AS UEDA SIGNALS THE TIGHTENING CYCLE WON’T END WITH THE NEXT MOVE.
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ASIAN STOCKS ARE SET TO RISE AS THE FED’S RATE CUT AND POWELL’S UPBEAT TONE LIFT RISK APPETITE, PUSHING BONDS HIGHER AND THE DOLLAR LOWER DESPITE TEMPERED EXPECTATIONS FOR FURTHER EASING.
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UK RICS House Price Balance Nov: -16% (est –21%; prev –19%)
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