The Gist 7 Editorial Team specializes in macroeconomic analysis. We work from official data and original releases by central banks and statistics agencies, and every figure carries its source and reference date. We keep facts separate from interpretation, and each article shows how the news may affect rates, currencies, commodities, stocks, crypto and everyday finances, along with the next indicators to watch. Our articles are for information only and are not investment advice.
Nvidia reports fiscal third-quarter earnings around 4:20 p.m. ET on November 17, 2026. Revenue estimates run from $108.8 billion (Kiplinger) to $109.4 billion (Visible Alpha), and options imply an 8% move. With Home Depot, Target and Walmart also due, next week tests AI and the consumer.
Bitcoin liquidations came in two waves. On Nov. 13, 2026, the break below $70,000 forced about $1.3 billion of crypto futures shut (83% longs), over $670 million of it in bitcoin. Late on Nov. 13 (ET), BTC briefly hit $66,369 on Coinbase, a 3-month low. U.S. PPI and ETF outflows blocked a bounce.
Why the Nasdaq fell on Nov. 13, 2026: a chip-stock selloff collided with a 6.5% annual rise in October producer prices and a 5.15% 10-year Treasury yield. The index lost 0.91%, yet it still gained 2.27% for the week, and the S&P 500 rose 2.51%. Next up: AI chip earnings and Nov. 25 PCE data.
The KOSPI fell 0.98% to 5,290.53 on Nov. 13, 2026 after touching 5,504.44. Three causes: Nvidia-related export-control worries hit chips, U.S. yields and oil rose, and a policy meeting offered no concrete KOSDAQ steps. Foreigners sold a net 547.5 billion won.
The gold price drop on Nov. 12, 2026 took spot gold to $3,852 an ounce, its lowest in more than a year and over 30% below January's record. Fed hike bets lifted the 10-year real yield to 2.86% and the dollar. Gold rebounded above $3,900 on Nov. 13; PPI and half-point hike odds come next.
The Jensen Huang resignation, disclosed Nov. 12, 2026, sent Nvidia down as much as 14% before it closed 4.34% lower. Investors saw a leadership risk, not an AI demand problem, so the S&P 500 fell just 0.35%, while a 5.10% 10-year Treasury yield added pressure.
The KOSPI falls 0.61% to 5,342.73 on Nov. 12, 2026, as institutions sell about 690 billion won after a two-day rally of about 7%. The won touched 1,327.7 per dollar, but the dollar index rose: the won's gain came from exporters' dollar sales and foreign stock buying.
Recoverynomics is a shift in which Koreans in their 20s and 30s spend on saunas, exercise and healthy food instead of drinking. Samsung Card data shows their sauna spending rose 36% year on year in September 2026, while late-night drinking transactions fell from 7.2 to 6.4 per person since 2023.
Bitcoin falls for a fifth straight week on weekly closes, 14.2% below its Oct. 5 close at about $73,620 on November 11, 2026, worse than the Nasdaq or gold. U.S. spot ETFs lost $1.28 billion in a week, and with a 25 bp December hike 87% priced in, a 50 bp move and ETF flows are the swing factors.
CoreWeave earnings beat forecasts and lifted 2026 revenue guidance to $13.0-13.3 billion; on Nov. 11 the stock rose 24.71% and the Nasdaq 1.60%. Bonds were closed, so the 10-year held at 4.98%. Gist 7 sees the rally hinging on whether it settles above 5%.
The KOSDAQ surge on Nov. 11, 2026 lifted the index 5.62% to 705.10, more than double the KOSPI's 2.60%. Institutions net bought 318 billion won of KOSDAQ stocks while foreigners bought the KOSPI. With 38 KOSDAQ sidecars already this year, two in a row say little about direction.
Korea's October jobs report for 2026 showed 139,000 more people employed, yet youth jobs fell by 196,000 and the youth employment rate slid to 42.9%, a 30th straight drop. With unemployment at a record October low of 2.0%, it does little to derail a November BOK hike, though domestic demand is weak.
