MoneyTurkey

German factory orders rebounded 4.4% in September, short of the 4.8% Reuters poll, after a revised 10.1% August fall. Autos +10.5%, machinery +8.3%; domestic +6.6% vs foreign +2.8%. Ex-large orders +5.1%. EUR/USD eased to just below 1.1250. moneyturkey.com/2026/11/05/g…

BOJ September minutes: members agreed to keep raising rates after the hike to 1.25%, a 31-year high. One urged moving closer to the goal relatively soon. Reuters poll: many see 1.5% in December. USD/JPY ~158.39; JGB 10y ~2.755%. moneyturkey.com/2026/11/05/b…

Israel coalition count: Eisenkot 56 recommendations after Ra’am’s 8 seats, Netanyahu 46 after UTJ declined. 61 needed, so Eisenkot is five short. Joint List’s 11 seats still undecided. moneyturkey.com/2026/11/05/a…

Crypto wrap: Bitcoin +3.5% to ~$80,500, ether ~+6% to $2,433. Thailand to block Bitget from Dec. 5; Seoul eyes 4th crypto-tax delay to 2029; Binance refilled ~98% of $6.3bn hack, reserves proof now 44 tokens. moneyturkey.com/2026/11/04/c…

Thailand moves to block Bitget from Dec. 5. The SEC filed a criminal complaint against BG Limited over unlicensed trading in 2022–2025; site, domains and app to be blocked via MDES. moneyturkey.com/2026/11/05/t…

China Nov diesel exports set to fall on thin stocks — ~500k t sold so far, total near 800k vs 1.33m Aug / 1.8m Sep. Q4 quota 20.44m t (+44% y/y, GL Consulting); Brent ~$96.15 +1.6% after Wed’s >8% drop. moneyturkey.com/2026/11/05/c…

Gold futures rebound: Dec $4,147.30 (+1.8%) as the oil drop softens the rate path. Spot near $4,136 (morning $4,130.27 / high $4,146.63); Brent ~$96.15; FedWatch Dec hike ~81%; US 10y ~4.89%. moneyturkey.com/2026/11/05/g…

Russia services PMI slipped to 50.1 from 51.3 as new orders fell for the first time in three months; the composite hit exactly 50.0. Selling prices rose fastest in 8 months; CBR holds 14% with CPI 7.1–7.6% and next meeting 18 Dec. moneyturkey.com/2026/11/05/r…

Cboe index options ADV hit a record 6.9M in October (+25% YoY). S&P 500 options 5.5M · same-day SPX expiry 3.6M (~65%) · mini-S&P 303k. Peak days 10.4M and 10.2M; multi-listed options −10.3% YoY. moneyturkey.com/2026/11/05/c…

Bank of England raises Bank Rate to 4.00% from 3.75%, first hike since Aug 2023. Vote 8–1, Mann wanted 4.25%. CPI 3.5%, seen near 5% mid-next-year. UK 10y 5.151%, FTSE 100 ~10,900 +0.7%, Lloyds +1.9%, StanChart +2.5%. moneyturkey.com/2026/11/05/b…

UK 10y gilt at 5.11%, the lowest close since late August, with the 2y at 4.74% and gilt–Bund ~185bp while Brent sits near $96. The BoE is expected to hike to 4% at noon London, but gilts are trading the guidance, not the 25bp. moneyturkey.com/2026/11/05/g…

Erdogan wants Putin talks after Zelenskiy, as US-brokered Ukraine–Russia meetings open in Abu Dhabi on Nov. 10–11. Azerbaijan Victory Day stop is Nov. 8. Duration risk for energy, grain, and EU defense — not a peace-deal print. moneyturkey.com/2026/11/05/e…

Asia's biggest retail crypto market stays untaxed through 2028. South Korea eyes a 4th delay, to 2029, for its 22% levy on gains above ₩2.5m (~$1,860). Guidelines due 1H 2028; the timing lines up with CARF exchange from 2029. moneyturkey.com/2026/11/05/s…

Midterms → softer dollar and yields → gold at a two-week high: spot +1.9% to $4,134.83. FedWatch still 82% for a Dec hike; Citi’s 0–3m $4,500 target carries a Hormuz/Yemen caveat. Ag/Pt/Pd also up. moneyturkey.com/2026/11/05/g…

Tracker pain hits before the hike — ~£31/mo for ~510k holders, with January energy bills still ahead, as the BoE is poised to lift Bank Rate +25 bp to 4% after CPI at 3.5%. Iran oil → petrol/diesel. moneyturkey.com/2026/11/05/b…

Debt ratios fell on paper, not on spending. South Africa’s GDP rebase (+5.1% / R393bn ≈ $22.5B) drops debt/GDP to 74.6% from 78.4% MTBPS — spending and borrowing unchanged. Sub-70% path pulls forward to 2032/33. moneyturkey.com/2026/11/05/s…

Foreign outflow just hit Seoul — ~₩3T (~$2.2B) sold as KOSPI/KOSDAQ dropped 4–5% on data-center rule fears. Won at ₩1,342.1 per $; sell-side circuit/sidecar fired. moneyturkey.com/2026/11/05/k…

The Asia chip rout just hit Europe. ASML −2.7% after falling as much as 4% early, Soitec −4.5%, with ASMI, BESI and STMicro lower — even as STOXX 600 rose 0.5% to 660.33 and miners jumped. KOSPI closed −5.3%. moneyturkey.com/2026/11/05/a…

The Blue Wave cut America's AI bill. Asia got the invoice. Nikkei −1.79% while TOPIX +1.16%; Advantest −14.71%, SK Hynix −9.46%. Andrew's Corner → moneyturkey.com/2026/11/05/t…

Midterm sweep hits Trump-linked tokens — TRUMP −16.2% to $1.26, WLFI −4.7% — as blue chips hold the bid: BTC +2.8% to $80,289, ETH +4.9%, and FLUID led gainers at +18.9% to $2.57. moneyturkey.com/2026/11/05/c…