December 1st, 2025

Kapital Opening Call · Dec 1, 2025 · 4m

#Kapital #DailyBrief

🇲🇽 Mexico:

Public finance balances moderated at the end of October 2025.

🇨🇳 China: Manufacturing activity declined again in November (PMI 49.9), with stalled production and weak new orders, despite an export rebound after the trade truce.

🇺🇸 United States:

The Fed is facing potential divisions in rate votes, which could weaken its messaging and create political and market perception risks.