MSTR faces $2.8B outflow risk if dropped from MSCI; share price down 40% on index fears, not BTC slump. mNAV at 0.90.
Japan preliminary manufacturing PMI for November 48.8 (prior 48.2) Flash S&P Global PMI from Japan for November 2025
Bessent wants more Fed rate cuts (Yes, I know, Bessent parroting Trump is not news) The admin is rolling out all the talking heads to pump rate cuts, Hassett, Miran, now Bessent
Tariff rollbacks slash $800B debt reduction; CBO sees 16.5% rate vs 20.5%, impacting fiscal outlook.
Senator Graham blocks repeal of provision allowing suits for millions over phone record seizures; potential windfall vs. salary.
Jobs data cools rate cut hopes, dragging Nvidia down 5% & markets red. Walmart gains 6% on earnings beat.
Japan's exports up 3.6% in Oct, easing US slump. Trade deficit shrinks to ¥231.8B. Watch auto tariffs impact.
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