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EPISODE · Nov 11, 2025 · 12 MIN

Shutdown relief lifts sentiment across assets

from Moving Markets · host Julius Baer

Markets staged a broad-based rebound yesterday, driven by optimism that the US government shutdown may soon be resolved. Equities rallied, led by tech, while both Bitcoin and gold also moved higher. In Asia, early gains faded after China signalled potential restrictions on rare earth exports, and Japan’s bond auction underwhelmed. We also cover Fed Governor Miran’s dovish comments, ongoing delays in US economic data, and what to watch during today’s Veterans Day trading session. Joining us is Manuel Villegas from Next Generation Research, who shares his thoughts on Bitcoin’s Q4 performance so far, which has been overshadowed by broader economic uncertainty.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:31) - Markets wrap-up: Lucija Caculovic, Product & Investment Content (06:22) - Crypto assets update: Manuel Villegas, Next Generation Research (11:17) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Episode metadata supplied by the publisher feed · Published Nov 11, 2025

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Shutdown relief lifts sentiment across assets

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