Treasury Yields Climb, China Slips, Apple Fights a $38B Penalty

Money Masters' Market Kickoff Week 49

December 01, 2025

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Dear Money Master,

December opens with U.S. Treasury yields edging higher as traders boosted expectations of a Federal Reserve rate cut this month, signaling growing confidence that monetary easing may finally be approaching. China’s factory activity unexpectedly slipped back into contraction, highlighting persistent weakness in domestic demand, and India’s industrial production slowed to a 14-month low, raising fresh concerns about momentum in two of the world’s key growth engines.

In the tech world, Netflix experienced a brief outage during the launch of the final season of Stranger Things, a moment expected to attract one of its biggest audiences of the year. Apple escalated its legal battle in India, challenging what could become a staggering $38 billion antitrust fine under the country’s new regulatory framework. Meanwhile, Alibaba doubled down on consumer-facing AI with the launch of its new Quark smart glasses, integrating its Qwen AI model directly into wearable tech.

Earnings also delivered a mixed set of signals. Ingles Markets reported tighter sales but stronger margins, Hafnia saw profits fall sharply amid weaker shipping rates, and Intuit delivered a standout quarter with strong revenue growth powered by QuickBooks Online. 🌍💼

📰 Your Daily Financial Digest - December 1st, 2025

🌍 Economics, Retail, & Finance:

  1. U.S. Treasury Yields Rise as Traders Boost Fed Cut Bets 📈
    Markets now price in an 88% chance of a quarter-point cut, pushing the 10-year yield above 4.04% as December begins. Investors reposition ahead of next week’s Fed decision. Read More

  2. China’s Factory Activity Unexpectedly Contracts in November 🏭
    The RatingDog manufacturing PMI slipped to 49.9, missing 50.5 expectations, signaling soft domestic demand and renewed pressure on China’s economic recovery. Read More

  3. India’s Industrial Output Hits 14-Month Low at 0.4% 📉
    This sharp slowdown follows September's 4% growth, although recent GST cuts slightly boosted consumer categories despite broader industrial weakness. Read More

💻 Technology:

  1. Netflix Suffers Brief Outage During ‘Stranger Things’ Finale Launch 📺
    The platform saw a short disruption on TV devices, resolved in under five minutes, as millions logged in for the highly anticipated final season premiere. Read More

  2. Apple Challenges India’s Potential $38B Antitrust Fine ⚖️
    Apple argues that using global turnover for penalties is unconstitutional, pushing back in Delhi High Court as regulators weigh massive fines under new laws. Read More

  3. Alibaba’s AI Smart Glasses Hit the Market at $267–$536 🤖
    Powered by Alibaba’s Qwen models, the Quark AI Glasses offer two versions and integrate directly with the company’s new AI app ecosystem. Read More

💹Earnings:

  1. Ingles Markets Sees Higher Gross Margins Despite Lower Sales 🛒
    Quarterly sales dipped to $1.37B from $1.40B, but gross margin improved to 24.5% as expenses stayed nearly flat year over year. Read More

  2. Hafnia’s Q3 Profit Drops to $91.5M as Shipping Rates Ease 🚢
    TCE earnings fell to $247M from $361.6M last year, pulling net profit lower, with adjusted EBITDA sliding to $150.5M. Read More

  3. Intuit Surges After Earnings Smash Expectations 📊
    Q1 adjusted EPS hit $3.34, well above forecasts, as revenue jumped 18% to $3.89B, driven by strong QuickBooks Online growth at $1.21B. Read More

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To your financial empowerment, The Money Masters Team

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DISCLAIMER: This information is for educational purposes only and does not constitute financial advice. The publisher does not accept any responsibility for any losses incurred as a result of actions taken based on the information provided. Always conduct your own research or consult with a financial advisor before making any investment decisions.