Limit Up! 3 December 2025

Limit Up! --> Website | Substack | YouTube


Overnight

Economic Indicators Released Overnight

Economic Indicators Released Overnight

EU CPI came in slightly higher than expected but nothing to worry about.

Better to worry about the FED's Standing Repo Facility. We ignored the end of October higher short rates and increased Repo usage. However it does now appear to be becoming a consistent feature.

repo

10-Year Japanese Government Bond (JGB) Auction Results - December 2, 2025
The auction for the 10-year JGB (Issue Number 380) was held on December 2, 2025, and showed strong demand, with a bid-to-cover ratio of approximately 3.59 (calculated from competitive bids of 7,039.7 billion yen against accepted bids of 1,960.2 billion yen). This contributed to a decline in the benchmark 10-year yield following the auction, dropping around 2-3 basis points to approximately 1.855%.

So the doomers will have been disappointed by the Japanese auction and also by equities bouncing back.

US Equities

US Equities


Breaking

Did A German Court Just Shatter One Of The Biden Era's Biggest Lies [Zerohedge]


Bitcoin

Back to 91k as 2 months of FUD starts to subside. At 126k it seemed very different. “Price will never go below 100k again” was said so many times. So what’s changed? Read more

BITCOIN/USD Daily

BITCOIN/USD Daily


Commodities

What looked like a down day yesterday turned into a positive day as price heads to the inevitable $62.00 at trend resistance. Read more

SILVER/USD Daily

SILVER/USD Daily


Equities

The Dow Jones cuts out all the noise and shows us what’s going on with US equites. Read more

DOW JONES INDUSTRIAL AVERAGE Daily

DOW JONES INDUSTRIAL AVERAGE Daily


Bonds

Aussie rates are pushing up. The high in the 30 year since COVID is 5.40% as above. Now is the fifth effort to push above 5.20%. The backdrop isn’t good. Inflation way higher than target is pushing the RBA to reassess their model. That really is flying blind. Read more

Australia 30 Year Government Bond Yield Daily

Australia 30 Year Government Bond Yield Daily


Economic Indicators Today

Economic Indicators Today


Latest Podcast 1 December 2025

Limit Up! 1 December 2025