Morning Blast - 12th November: Markets Rally, UK Political Turmoil, US jobs reports, China’s semiconductor squeeze

12/11/2025 26 min Temporada 1 Episodio 1
Morning Blast - 12th November: Markets Rally, UK Political Turmoil, US jobs reports, China’s semiconductor squeeze

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Episode Synopsis

Ryan and Michael review yesterday’s market action and technical reads, discuss UK political rumblings about a potential leadership challenge, and outline the reopened WASPI pension compensation probe.
They also run through global macro headlines — US jobs reports, China’s semiconductor squeeze, FX moves and energy developments — and preview today’s key items including treasury supply, Fed speakers and upcoming earnings.

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