Pre-Bell ☕10-Nov-2025

Pre-Bell ☕ Brief
Time: 10-Nov-2025 07:30 (ET)

💤 What Moved Overnight
• Asia – Japan and Korea firmer on tech and AI, Chinese benchmarks still lag as property and growth worries cap buyers. [2]
• Europe – major indexes open higher, banks and industrials bid as traders lean into a controlled U.S. reopening. [2]
• U.S. futures – ES00, Dow and Nasdaq minis all point higher, led by growth and shutdown relief. [1][3][5]
• FX / Rates – DXY a touch stronger, TNX up as haven demand fades, crude extends its rebound. [1][2][3]

⌛ Today’s 1st Hour of Trading
• 10:20 – Fed Gov Waller and 12:15 – Atlanta Fed's Bostic speak, any shutdown and inflation hints could stir yields and futures. [3][6]
• With no major data prints today, price action should track shutdown headlines and positioning into Thursday's U.S. CPI. [1][4]
• Watch oil, credit spreads and long yields for confirmation that this risk-on rotation can stick as reopening odds improve. [1][2][3]

📰 Upcoming Headlines
• 11-Nov TUE – U.S. and Canada market holiday, volumes likely thin as Veterans Day and Remembrance Day are observed. [4]
• 13-Nov THU – U.S. CPI (Oct), key inflation print with timing still at risk if shutdown data disruptions persist. [4][7]
• 14-Nov FRI – U.S. PPI, retail sales and prelim Michigan sentiment, all framed by whether Congress finalises funding. [4][7]

🔭 Off in the Distance
• Mid December – FOMC meeting, markets will reassess the cuts path once full data flow resumes after shutdown distortions.
• 30-Jan-2026 – Current funding deal expires, shutdown risk could return if lawmakers do not secure a longer term agreement. [1][7]

🔚 Wrap
• Futures point to a higher open as shutdown hopes fuel a cautious risk-on rotation, but missing data keep traders humble into CPI week. [1][2][4]


📝 Disclaimer: Any resemblance to actual outcomes is purely coincidental.
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▶ Citation Block
[1] 10-Nov-2025: Reuters - US stock futures rise on hopes end government shutdown
[2] 10-Nov-2025: Financial Times - Global markets rise as US senators move to end shutdown
[3] 10-Nov-2025: Barron's - Stock Market Today: Dow, S&P 500, Nasdaq set to open up
[4] 05-Nov-2025: LiteFinance - Weekly economic calendar for 10.11.2025–16.11.2025
[5] 10-Nov-2025: TipRanks - Stock Market News Today 11/10/25 – U.S. Stock Futures Climb
[6] 10-Nov-2025: Reuters - US Senate advances bill to end federal shutdown
[7] 10-Nov-2025: The Guardian - Senate advances funding bill to end longest US government shutdown in history
 
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