Daily Report

28 de Novembro de 2025
Financial Markets | daily report 28.11.2025
  • Financial markets had a subdued session on Thursday, with U.S. markets closed for Thanksgiving. In the euro area, sovereign yields edged slightly higher. Minutes from the latest ECB meeting confirmed a cautious stance on rates, though diverging views on inflation risks keep the door open for future cuts.
  • Global equities consolidated after four consecutive days of gains, supported by expectations that the Fed could deliver a rate cut in December (probability near 83%). The Japanese Nikkei was the top performer, while European indices were broadly stable without U.S. reference points.
  • In FX, major crosses were little changed, while Bitcoin — often seen as a proxy for risk appetite — traded above USD 91,000. In commodities, oil fluctuated after Putin said US peace proposals could be a blueprint for a future peace deal, and European natural gas prices fell amid strong LNG inflows, high storage levels, and milder-than-expected weather.