🚨REMINDER
Today — Wednesday, Dec 3, 2025
• EU Services PMI (Final Nov) — 4:00 AM ET
• ADP Jobs Report (Nov) — 8:15 AM ET
• US Services PMI (Final Nov) — 9:45 AM ET
• ISM Services PMI — 10:00 AM ET

🚨REMINDER
🇪🇺 ECB President Lagarde Speech TODAY
Wednesday, Dec 3 at 16:30 CET (10:30 AM ET)

🚨REMINDER
$ETH FUSAKA MAINNET COMING 🔴
• Ethereum “Fusaka” upgrade goes live Dec 3, 2025 — 21:49:11 UTC (slot 13,164,544)
• 2nd major upgrade of 2025 — after Pectra

🚨BREAKING
NEW TRUMP ANNOUNCEMENT
FROM OVAL OFFICE — TODAY
DECEMBER 3 AT 2:30 PM ET

🚨BREAKING
After Trump’s 2:00 PM speech calling for a rate cut next week, December Fed 25 bps cut odds on Polymarket flipped above 90%

🚨BREAKING
CrowdStrike $CRWD Q3 FY26 Earnings:
• Revenue: $1.23B, above $1.21B est
• EPS $0.96 vs $0.94 est
• ARR: $4.92B, +23% YoY
• FY26 Rev Guidance: $4.796B-$4.806B
• FY26 Non-GAAP EPS: $3.70-$3.72

🚨BREAKING
CrowdStrike $CRWD Q3 FY26 Earnings:
• Revenue: $1.23B, above $1.21B est
• ARR: $4.92B, +23% YoY
• FY26 Rev Guidance: $4.796B-$4.806B
• FY26 Non-GAAP EPS: $3.70-$3.72

🚨BREAKING
CFTC CoT (Oct 14-21; released Dec 2):
• Ags: Corn & SRW wheat big MM long/short splits
• Energy liquids: MM net-short; OR long
• NatGas: massive OI; PM dominate
• Electricity: PM hold large structural longs
• Metals: gold/copper see high MM shorts; OR long copper

🚨BREAKING
🇪🇺 Eurozone CPI (Nov):
• Actual: 2.2%
• Expected: 2.1%
• Previous: 2.1%
➡️ Inflation comes in slightly hotter

🚨BREAKING
TRUMP ANNOUNCEMENT
TOMORROW, DEC 2 AT 2PM ET

🚨REMINDER
Fed Chair Jerome Powell Speech Live 🔴
🔗

🚨REMINDER
HUGE MACRO CLUSTER
TOMORROW, DECEMBER 1
• US Manufacturing PMIs at 10 AM ET
• QT Program Officially Ends
• Powell Speech at 8 PM ET

🚨NEXT WEEK
MON
• US Mfg PMIs (S&P, ISM)
• Powell
• QT ends; EU CPIs
TUE
• Fed Bowman
• OECD
• ECB
WED
• ADP jobs
• US Services PMIs (S&P, ISM)
THU
• Jobless claims
• Trade deficit (Oct)
FRI
• PCE + Income/Spending (Sep)
• Consumer Sentiment (Prelim)
• NFP (Nov)

🚨BREAKING
🇺🇦 Andriy Yermak resigned after anti-corruption raids
• NABU/SAPO searched his residence in $100M Energoatom probe
• Yermak not formally a suspect; cooperating
• Kyiv loses lead negotiator
• Mastermind Tymur Mindich fled UA
• West pressures Kyiv on corruption

🚨 BREAKING
FED H.4.1 BALANCE SHEET:
• Total Assets: ~$6.50 trillion
• Reserve Bank Securities (Treasuries + MBS) steadily shrinking — QT continues
• Reserve Balances + Reverse Repos remain major liquidity drains
➡️ Signals ongoing liquidity tightening