Market Information Monday 3 November 2025

The upcoming trading week will focus on global PMI data and several key central bank rate decisions, including a likely 25-basis-point cut by the Bank of England. The ongoing U.S. government shutdown continues to delay major reports like the jobs data, forcing the Fed to act cautiously.

The European Commission announced that China has agreed to suspend its export restrictions on rare earth metals for the EU, following a similar deal with the U.S. Brussels called this a responsible move to safeguard global trade flows. Meanwhile, the EU is developing its “Resource EU” plan to reduce dependence on China for critical materials by securing alternative sources, building reserves, and forging new international partnerships.

Foreign investors such as BlackRock and Carlyle are facing major losses on their Chinese real estate as the market collapses. With office vacancy rates between 20–40% and falling rents, properties in China are being sold at steep discounts. Analysts warn that recovery could take years, making this a “lost decade” for China’s commercial real estate sector.

The 6M Euribor increased with 1 basis point to 2.13% compared to previous business day. The 10Y Swap is unchanged at 2.64% compared to previous business day.

In the attachment, today’s market data on money and capital market rates as well as other rates are presented.