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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.

When the data goes dark, the signals matter even more.

With the US government still in shutdown, official economic data has gone silent. Yet markets are already bracing for a Fed rate cut this week, one that could reshape yield curves and investor positioning.

As new Fed member Stephen Miran pushes for deeper easing and fiscal expansion lifts long term yields, a new dynamic is taking shape: monetary loosening colliding with fiscal stimulus. The question now is not if the Fed cuts, but how the market reads the path ahead.

See the first signals of a shifting policy regime.

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