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BOJ Hints at December Hike

BOJ Hints at December Hike

The BOJ hinted at a possible December rate hike.

Ankit Sinha
November 10, 2025

Silver banana goes to…

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🎯 In this issue:

Banana Bits: Finance headlines that actually matter
Market Summary: Stocks rebound on hopes for shutdown deal
What’s Ripe / Rotten: The tastiest and most disgusting stocks
Technical Trip: Interview Question with Jane Street
Deal Dispatch: M&A, IPOs, and other transactions
The Daily Poll: See how you stack up

Market Snapshot

📉 Banana Bits

Warren Buffett is set to release his farewell letter on Monday.
China’s consumer prices finally ticked up, but producer prices keep sliding.
The BBC’s top brass quit after backlash over Trump documentary edits.
The BOJ hinted at a possible December rate hike.
China granted chip export exemptions to Nexperia for civilian use.
Visa and Mastercard are nearing a deal to cut merchant fees.
U.S. holiday spending could top $1 trillion in 2025.

Market Recap

A Rebound From Shutdown - Deal Hopes

Wall Street saw a sharp bounce from session lows after optimism that lawmakers are getting closer to a deal ending the longest shutdown.

On the other hand, cr*pto also trimmed losses with this week’s plunge. The S&P 500 rose 0.1%, bouncing after an earlier test of its 50-day moving average, with nearly 400 shares in the S&P 500 rising. The yield on 10-year Treasuries was little changed at 4.09%.

The dollar dropped 0.2% while B*tcoin climbed about 2.5%. The Nasdaq 100 pared most of its Friday’s slide, but posted its worst week since April.

Source

However, a road to a bull run might not have clear skies ahead if the federal closure lasts another 1 to 2 weeks, according to 14% of 121 respondents in a survey conducted Nov. 5-7.

Source

What's Ripe

Expedia Group Inc (EXPE) 17.5%

EXPE surged 18% after the online travel agent boosted fiscal-year guidance for revenue and gross bookings.
In the third quarter, Expedia said booked room nights grew 11%, driven by the fastest U.S. growth in three years and continued international strength.

Affirm Holdings Inc. (AFRM) 11.6%

AFRM, the buy now, pay later platform, rose 12% after posting fiscal first-quarter profit of 24 cents a share, a swing from a year-earlier loss of 31 cents.

What's Rotten

Sunrun Inc. (RUN) 16.0%

RUN sank 16%. The residential solar energy provider beat third-quarter revenue estimates but reported weaker-than-expected earnings.
Revenue of $725 million jumped 35% from last year and topped Wall Street’s expectations, though much of the outperformance was due to the sale of some new customer originations to infrastructure investors.

Block Inc. (XYZ) 7.7%

XYZ tumbled 7.7% after the parent of Square and Cash App reported third-quarter adjusted earnings of 54 cents a share, below analysts’ estimates of 68 cents, on revenue of $6.11 billion that also came up shy of forecasts.

🧠 Technical Trip

Interview Q&A from Jane Street

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📚 Lesson from the Library

🎥 Power BI: Turning Data Into Decisions

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