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Daily Market Analysis November 4, 2025

November 4th, 2025 8:52 AM by Richard Sardella MLO.100007700/NMLS 233568


Daily Market Analysis 11/4/2025

Once again no key data, the September JOLTS job openings was scheduled today but it won’t be released. The estimates are for increased job openings, from 7.227 million in August to 7.300 million. For over a month now the key data unreleased has accumulated, the September employment release, now the October employment released due Friday looks like it too won’t be reported and the list of unreleased data grows. Weekly jobless claims haven’t been reported for the last four weeks.

Increasing numbers of Wall Street firms, analysts and economists are warning about the stretched-out equity markets; over night Goldman Sachs and Morgan Stanley executives added their names to the list. Both implied a 10% to 20% correction would be healthy for the long term but also added the caveat that the correction will likely be in the next 12 to 24 months.

At 9:30 am the DJIA opened -300, NASDAQ -348, S&P -71. 10 year note at 9:30 am +1 bp from yesterday’s close and +5 bps from 9:30 am yesterday.

PRICES @ 10:00 AM

10 year note: 4.09% -2 bp

5 year note: 3.70% -3 bp

2 year note: 3.59% -3 bp

30 year bond: 4.67% -2 bp

30 year FNMA 5.5: @9:30 am 101.02 +1 bp (+5 bp from 9:30 am yesterday)

30 year FNMA 6.0: @9:30 am 102.27 +1 bp (+3 bp from 9:30 am yesterday)

30 year GNMA 5.5: @9:30 am 100.80 unch (unch from 9:30 am yesterday)

Dollar/Yen: 153.43 -0.77 yen

Dollar/Euro: $1.1478 -$0.0041

Dollar Index: 100.20 +0.32

Gold: $3,943.90 -$70.10

Bitcoin: 104,081 -2551

Crude Oil: $60.30 -$0.75

DJIA: 47,124 -212

NASDAQ: 23,627 -207

S&P 500: 6806 -46

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 4th, 2025 8:52 AM

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