Author: Mickael Rois

U.S. 10-year Treasury yields ($TNX) jumped 13 basis points to 4.95% after news that Jerome Powell will step down in 2026. The announcement intensified debate over the candidates for the next Fed chair, triggering volatility in real estate and banking stocks as investors reassess succession risks and leadership philosophies. Powell’s Departure Sparks 2025 Fed Succession Race Federal Reserve Chair Jerome Powell confirmed he will exit at the end of his term in early 2026, according to Bloomberg sources (Nov. 20, 2025). Markets reacted immediately: the S&P 500 Financials Index ($SPF) fell 2.1%, and regional REITs declined 1.8% on average (Reuters).…

Compass ($COMP) and Zillow ($Z) debated claims of irreparable harm in federal court this week, triggering volatility for both stocks. Shares moved 3.4% and 2.7% respectively as investors weighed potential legal fallout. The Compass Zillow debate irreparable harm hearing unveils sector-shaping stakes that surprised even seasoned analysts. Compass, Zillow Hearing Highlights: Stock Moves, Legal Tensions The highly anticipated legal confrontation between Compass ($COMP) and Zillow Group ($Z) reached a critical juncture on November 22, 2025, as both sides argued before the U.S. District Court in Seattle over injunctive relief and damage claims. Compass seeks an immediate injunction, alleging that Zillow’s…

U.S. home prices averaged $437,800 in Q3 2025, up 3.4% year-over-year as mortgage rates eased, surprising market-watchers expecting stagnation, according to the Goldilocks case for home sales in 2026. Public homebuilder Lennar ($LEN) posted a 12% gain in Q3 net new orders, heightening debate over whether 2026 will be a buyer’s or seller’s market. Home Prices and Transaction Volumes Surprise Analysts in Q3 2025 Home sales and pricing data for 2025’s third quarter are defying consensus. The National Association of Realtors (NAR) reported a seasonally adjusted annual rate (SAAR) of 4.42 million existing-home sales as of September 2025, marking a…

Total pending home sales surged to their highest point since 2021, defying expectations as mortgage rates hovered near 6%. Economists noted the robust 7.4% year-on-year increase surprised many, with buyers adjusting to elevated borrowing costs. The market momentum signals fresh trends for $Z and sector peers. Total Pending Home Sales Soar: 7.4% Jump With 6% Mortgage Rates Pending home sales in the U.S. surged 7.4% year-over-year in October 2025, reaching their highest level since June 2021, according to the National Association of Realtors (NAR). The Pending Home Sales Index climbed to 121.8, up from 113.5 a year earlier (Reuters). Despite…

Rachel Reeves ($UKGOV) faces mounting pressure to grasp the nettle council tax and announce a wholesale reset, as critics cite outdated property bands and steep regional imbalances. UK property markets saw council tax receipts reach £39.4 billion in 2024, surprising many who expected stricter fiscal constraints (Bloomberg). UK Government Faces Calls for Council Tax Overhaul in 2025 The UK government is under renewed scrutiny following persistent calls from lawmakers and policy groups to embark on a fundamental overhaul of the council tax system. Shadow Chancellor Rachel Reeves ($UKGOV) was urged this week to ‘grasp the nettle’—a phrase echoing through Parliament…

Average prices for mews-style homes across England have surged 7% year-on-year, with prime London districts like Kensington & Chelsea ($KCH) leading at £1.82M. This distinct real estate segment is gaining momentum, surprising many analysts as sales outpaced traditional terraced homes in Q3 2025. Discover what’s driving investor interest. Mews-Style Homes See Strong Demand and 7% Price Growth in 2025 Mews-style homes for sale in England have witnessed robust demand throughout 2025, with the average transaction price climbing to £965,000 according to UK Land Registry data published in October 2025. This 7% year-on-year increase surpasses the broader English housing market, which…

UK property transactions have plummeted by 14% year-on-year, alarming mortgage brokers and homebuyers after a surge in housing surveyor ‘down valuing,’ reports Nationwide ($NBS). The focus keyphrase, house buying at risk from surveyor down valuing, has come to define a mounting challenge for purchasers as deals increasingly falter due to rigorous property assessments. Surveyor Down Valuations Surge, Threatening Home Sales Volume Across the UK housing market, mortgage brokers have reported that 28% of mortgage applications in Q3 2025 faced ‘down valuations,’ according to UK Finance data cited by Bloomberg on November 15, 2025. This marks a significant climb from 18%…

Nvidia’s knockout quarter boosts tech stocks, sending the Nasdaq Composite up 2.4% in after-hours trade. Forex traders pivot as chipmaker’s AI gains drive market optimism.

China markets struggle as PBoC pause fuels policy uncertainty, sending CSI 300 down 1.8% and CNY to three-week low, raising investor concerns in 2025.

Employment growth slows and regional manufacturing slips back into contraction, impacting forex volatility. Analysts react to changing macro and sector data.