Weekly Global Markets Brief - Episode 154 - Nov 29, 2025
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Show Notes
🤯 The "Bad News Bid": Why is the Market Rallying into a Global Recession? Tune in for the D-Risk Weekly Global Markets Brief as we unpack the market's shocking embrace of bad economic news, a phenomenon we call the "Bad News Bid." With consumer confidence cracking and growth forecasts being slashed from the EU to Asia, the S&P 500 and Nasdaq are climbing because investors believe this weakness guarantees aggressive rate cuts from the Federal Reserve, fundamentally shifting the trade from earnings growth to liquidity injection. We expose the massive cross-asset disconnect: while the collapsing U.S. Dollar Index fuels a breakout surge in Gold (a bet on currency debasement), WTI Crude Oil is plunging, pricing in a hard growth landing. This week's episode reveals the fragile tightrope equities are walking and warns what Fed Chair Powell's speech and next week's crucial PMI and PCE data could mean for this dangerous dynamic.