Ely Court | Market Bites — Global Markets and Macro Trends
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Ely Court | Market Bites — Global Markets and Macro Trends
@elycourt.bsky.social
Quick, clear, balanced insights on global markets and macro trends — no fluff. Subscribe & listen:
https://marketbitesglobalcommentary.substack.com/
https://open.spotify.com/show/6oLSDWR3HfaZu9ueIVeEiy?si=8-839HIqRoelZorUxekqdQ
Good morning,

Here is your Morning Coffee Daily News Summary:

• Fed easing expected; US inflation steady
• Japan Q3 GDP -2.3%; JGBs ease
• China exports rebound; trade surplus
• ECB hawkish risk
• Oil steady, gold up

📖 open.substack.com/pub/marketbi...
🔊 open.spotify.com/episode/1J08...
Morning Coffee Daily News Summary - 9 December 2025
Global Markets: Fed Easing, Europe Mixed, Asia and EM Wary
open.substack.com
December 9, 2025 at 8:06 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Fed priced for Dec cut; cool PCE
• Eurozone OK; Germany resilient
• UK housing cools; pound firmer
• BoJ bets lift JGB yields
• China imports up; India eases

📖 open.substack.com/pub/marketbi...
🔊 open.spotify.com/episode/6YK9...
Morning Coffee Daily News Summary - 8 December 2025
Fed Cut Priced, Europe Steady, UK Firmer, Asia Shifts
open.substack.com
December 8, 2025 at 7:25 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Fed-cut bets; strong jobs; yields & gold
• BOJ uncertainty lifts JGB yields; Australia slows
• China eases rare-earth rules; trade & energy

📖 open.substack.com/pub/marketbi...
🔊 open.spotify.com/episode/7iQF...
Morning Coffee Daily News Summary - 5 December 2025
Fed, BOJ, Europe, China easing; Australia, India and EM
open.substack.com
December 5, 2025 at 7:19 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• US ADP down; dovish Fed odds; USD weak
• EZ PMIs up; gas down
• China: services slow; mixed Asian PMIs
• Commodities: copper record; oil down; gold flat

📖 open.substack.com/pub/marketbi...
🔊 open.spotify.com/episode/4vcH...
Morning Coffee Daily News Summary - 4 December 2025
Global Growth Mixed: Dollar Weak, Europe Upbeat, Asia Soft
open.substack.com
December 4, 2025 at 6:47 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Fed picks narrow; dollar soft
• Euro inflation mixed; gas down, oil up
• JGB 30-yr record
• FX moves: GBP/JPY/NZD/CAD
• Bitcoin retrace adds vol

📖 open.substack.com/pub/marketbi...
🔊 spotifycreators-web.app.link/e/MGQi14T5MYb
Morning Coffee Daily News Summary - 3 December 2025
Fed Narrow Path, Europe, BoJ, China
open.substack.com
December 3, 2025 at 6:42 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Fed split; markets price cuts
• BOJ hints at hikes; yen jumps
• US manufacturing drops
• Euro PMIs soften; gas eases
• China PMI weak

📖 marketbitesglobalcommentary.substack.com/p/morning-co...
🔊 open.spotify.com/episode/1rOC...
Morning Coffee Daily News Summary - 2 December 2025
Global Split: US, EU/UK, Japan, China, India, EMs
marketbitesglobalcommentary.substack.com
December 2, 2025 at 6:53 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Fed-cut bets lift tech/gold
• Euro sentiment edges up; gas risk
• UK budget lifts gilts; GBP weak
• JGBs track fiscal strain
• Oil & gas soften

📖 open.substack.com/pub/marketbi...
🔊 spotifycreators-web.app.link/e/fMGyEVdSEYb
Morning Coffee Daily News Summary - 28 November 2025
Fed Hopes Lift Markets; Europe Gas Risk, Japan, EMs Cautious.
open.substack.com
November 28, 2025 at 7:50 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• US cooling jobs; Dec cut priced
• Euro gas down on peace‑talks
• UK Autumn Budget sparks sterling swings
• Aussie CPI
• JGB yields up, BOJ bets rise

📖 open.substack.com/pub/marketbi...
🔊 spotifycreators-web.app.link/e/nwgT9rDhDYb
Morning Coffee Daily News Summary - 27 November 2025
Rates Divergence and Energy Moves Shape Global Markets
open.substack.com
November 27, 2025 at 8:50 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Fed eyes Dec cut
• UK Budget sparks sterling vols
• Euro gas down; Germany revival
• JGBs up on BOJ normalise bets
• China solar rebound; EMs cautious

📖 open.substack.com/pub/marketbi...
🔊 spotifycreators-web.app.link/e/NNeA55fzBYb
Morning Coffee Daily News Summary - 26 November 2025
Fed Eyes Cut;, UK Budget and Euro Gas
open.substack.com
November 26, 2025 at 8:02 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Fed split on timing of cuts
• Euro gas glut eases winter
• UK budget jitters hit sterling
• Asia FX steady; banks cautious
• Gas down; gold flat; dollar choppy

📖 open.substack.com/pub/marketbi...
🔊 open.spotify.com/episode/5Cse...
Morning Coffee Daily News Summary - 25 November 2025
Fed Holds' China Keeps LPR as Asia FX and EMs Split
open.substack.com
November 25, 2025 at 6:58 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Fed split lifts cut bets; Oct CPI delayed
• ECB steady; growth OK
• UK: borrowing up; consumers weak
• Japan: BoJ nearing shift; stimulus
• Energy eases; AI swings

📖 substack.com/@marketbites...
🔊 open.spotify.com/episode/1p5n...
Morning Coffee Daily News Summary - 24 November 2025
Policy Divergence and Weaker Consumers as Energy Eases
substack.com
November 24, 2025 at 8:26 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• US jobs data
• AI-related sentiment
• Japanese policy
• China’s unchanged loan prime rate and trade diplomacy
• Energy and precious-metals price drivers

📖 open.substack.com/pub/marketbi...
Morning Coffee Daily News Summary - 21 November 2025
Fed Holds' China Keeps LPR as Asia FX and EMs Split
open.substack.com
November 21, 2025 at 6:58 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Federal Reserve splits
• US–Saudi investment
• Oil moves
• EU and UK inflation
• Asian FX shifts
• EM inflation and OPEC+ signals

📖 open.substack.com/pub/marketbi...
🔊 open.spotify.com/episode/5QsY...
Morning Coffee Daily News Summary - 20 November 2025
Fed Eyes Cuts, Europe Ease, Markets Juggle Currency, Energy
open.substack.com
November 20, 2025 at 8:08 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Fed: cuts possible; data key
• ECB eases bank capital; energy up
• UK budget risks gilts; £120k cover
• Japan: yen weak; JGBs up
• China jobs mixed;

📖 open.substack.com/pub/marketbi...
🔊 open.spotify.com/episode/0XUD...
Morning Coffee Daily News Summary - 19 November 2025
Fed Eyes Cuts, Europe Ease, Markets Juggle Currency, Energy
open.substack.com
November 19, 2025 at 6:58 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Fed cautious; markets repricing
• Tech rout, AI debate; Nvidia focus
• Japan Q3 -0.4%; JGBs/yen soft
• Eurozone: stability risks, tariff drag

📖 open.substack.com/pub/marketbi...
🔊 open.spotify.com/episode/7cB5...
Morning Coffee Daily News Summary - 18 November 2025
Fed Caution, AI Debate and Global Growth Strains
open.substack.com
November 18, 2025 at 8:05 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Fed-cut bets pared
• US food tariff rollbacks
• Delayed jobs data
• Euro inflation cools
• UK U-turn rattles sterling
• China cooling

📖 marketbitesglobalcommentary.substack.com/p/morning-co...
🔊 open.spotify.com/episode/13us...
Morning Coffee Daily News Summary - 17 November 2025
US Tariffs, ECB Cut; UK, Asia and EM Face Strains
marketbitesglobalcommentary.substack.com
November 17, 2025 at 8:43 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• US government reopening
• Weekly oil inventory data
• UK GDP and fiscal policy risks
• China monetary tone and cyber/A.I. security concerns
• Regional macro snapshots

📖 open.substack.com/pub/marketbi...
Morning Coffee Daily News Summary - 14 November 2025
Good morning,
open.substack.com
November 14, 2025 at 6:57 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• US government shutdown resolution
• Eurozone's business sentiment
• UK political uncertainty
• Japanese private-sector optimism
• China deflation concerns
• India disinflation & rate-cut prospects

📖 open.substack.com/pub/marketbi...
Morning Coffee Daily News Summary - 13 November 2025
US Policy Split; Europe Steady, China, India & Other Emerging Market's Easing
open.substack.com
November 13, 2025 at 6:51 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• US government shutdown progress
• Eurozone sentiment and energy demand
• UK labour-market developments and BoE dynamics
• Japan debt markets
• China’s rare-earth export proposals

📖 open.substack.com/pub/marketbi...
Morning Coffee Daily News Summary - 12 November 2025
Global Markets Drivers: US, UK, China, Japan and Emerging Markets
open.substack.com
November 12, 2025 at 6:46 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• US government-shutdown developments
• Eurozone demand
• UK jobs data and stablecoin regulation
• BOJ signals imminent rate hike
• RBA constraints rate cuts
• China inflation datapoints

📖 open.substack.com/pub/marketbi...
Morning Coffee Daily News Summary - 11 November 2025
Fed to BOJ: Policy shifts test Europe, Asia and Emerging Markets
open.substack.com
November 11, 2025 at 6:42 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• US fiscal impasse and consumer sentiment
• Fed balance-sheet prospects
• Eurozone trade and currency pressures
• UK housing
• China trade weakness
• Emerging-market policy moves

📖 open.substack.com/pub/marketbi...
Morning Coffee Daily News Summary - 10 November 2025
Fed Support; China Weakness, EM Currencies
open.substack.com
November 10, 2025 at 6:54 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• US labour and Fed commentary
• Market reaction to AI valuations
• Eurozone industrial and retail signals
• Bank of England decision
• Emerging markets policy moves

📖 open.substack.com/pub/marketbi...
Morning Coffee Daily News Summary - 7 November 2025
Global Central Banks Hold Rates while US Jobs & AI Weigh Markets
open.substack.com
November 7, 2025 at 7:00 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• US labour and services data
• Tech-led market volatility and AI valuations
• European industrial and energy developments
• UK growth
• Japan bond moves
• Chinese tariff adjustments

📖 open.substack.com/pub/marketbi...
Morning Coffee Daily News Summary - 6 November 2025
Fed cautious, UK budget, China buys, RBA hold
open.substack.com
November 6, 2025 at 6:42 AM
Good morning,

Here is your Morning Coffee Daily News Summary:

• Federal Reserve rhetoric and US market reactions
• Eurozone gas and energy supply
• UK Budget outlook and sterling pressure
• RBA decision
• Japan bond moves
• China policy shifts

📖 open.substack.com/pub/marketbi...
Morning Coffee Daily News Summary - 5 November 2025
Fed cautious, UK budget, China buys, RBA hold
open.substack.com
November 5, 2025 at 7:01 AM
Morning,

Here is your Morning Coffee Daily News Summary:

• US: softer manufacturing; Fed split on cuts
• China ends gold tax; factories slow; oil up on OPEC+ pause
• India PMI strong; EM fiscal & geo risks; euro energy watch

📖 open.substack.com/pub/marketbi...
Morning Coffee Daily News Summary - 4 November 2025
Fed Split, China Shift and Global Growth Divergence
open.substack.com
November 4, 2025 at 6:30 AM