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Daily Market Analysis November 12, 2025

November 12th, 2025 9:09 AM by Richard Sardella MLO.100007700/NMLS 233568


Daily Market Analysis 11/12/2025

The shutdown looks like it will end by later this week.

According to the Wall Street opinions, it isn't likely that the unreleased economic data will come this week even if the governemnt does open. Assuming the government reopens before the end of the week, the Labor Department’s Bureau of Labor Statistics will put out an updated schedule of releases. Goldman Sachs economists expect the October jobs report to be released soon after the reopening, possibly next Tuesday or Wednesday. The Commerce Dept will report personal income and spending, the PCE inflation sometime next week. Also unreported retail sales, durable goods orders, and Q3 GDP.

Economists surveyed by Dow Jones had been expecting the October nonfarm payrolls report to show a loss of 60,000 jobs. While Goldman puts the decline at 50,000.

At 1 pm the Treasury will sell $42 Bilion of new 10 year notes.

PRICES @ 10:00 AM

10 yr note: 4.07% -5 bp frm Monday

5 yr note: 3.67% -5 bp frm Monday

2 Yr note: 3.56% -4 bp frm Monday

30 yr bond: 4.67% -4 bp frm Monday

30 yr FNMA 5.5: @9:30 am 100.97 -6 bp (+11 bp frm 9:30 am Monday)

30 yr FNMA 6.0: @9:30 am 102.15 -9 bp (-3 bp frm 9:30 am Monday)

30 yr GNMA 5.0: @9:30 am 99.52 -10 bp (-9 bp frm 9:30 am Monday)

Dollar/Yen: 154.88 +0.72 yen

Dollar/Euro: $1.1576 -$0.0007

Dollar Index: 99.66 +0.22

Gold: $4,140.30 +$24.00

Bitcoin: 103,864 +1116

Crude Oil: $59.29 -$1.75

DJIA: 48,421 +493

NASDAQ: 23,403 -65

About Richard Sardella

Richard Sardella has been actively managing and providing services in the mortgage industry for over 30 years. Richard serves on the board of directors as President of Colorado Home Mortgages Inc.

About This Report And Disclosure Information

All information furnished has been forwarded to you and is provided by thetbwsgroup only for informational purposes. Forecasting shall be considered as events which may be expected but not guaranteed. Neither the forwarding party and/or company nor thetbwsgroup assume any responsibility to any person who relies on information or forecasting contained in this report and disclaims all liability in respect to decisions or actions, or lack thereof based on any or all of the contents of this report.

MLO of record MLO.100007700 / NMLS#233568 / CHM NMLS#127716.

Posted by Richard Sardella MLO.100007700/NMLS 233568 on November 12th, 2025 9:09 AM

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