(Bloomberg) — China’s metal markets are in the grip of a speculative frenzy, with trading values in Shanghai surging more than 260% from a year earlier, as traders and deep-pocketed funds pile into commodities like copper, nickel and lithium. Open interest has surged to a record across the six base metals traded in Shanghai, pointing to robust sentiment as investors bet on global supply tightness, resilient industrial demand and a more supportive interest-rate backdrop in China and the US. Heightened geop ...

Core Viewpoint - The recent drop in silver prices presents a favorable entry point for investment, despite a significant increase in prices throughout 2025 [1][11]. Price Movement - Silver prices surged from approximately $30 to an all-time high of $80 in 2025, but experienced a sell-off with a decline of up to 10% on December 29 [1][2]. - The iShares Silver Trust (SLV) saw a rise of 162% during the year but fell by about 8.5% on the same day [2]. Market Dynamics - The sudden drop in silver prices is attributed to concerns of a speculative bubble and profit-taking by traders [3]. - The current price of SLV is $64.42, with a day's range of $63.53 to $66.88 and a 52-week range of $26.57 to $71.22 [3]. Demand Factors - Silver's industrial applications are significant, particularly in AI data centers, electric vehicles, solar cells, batteries, and medical equipment [4][5]. - The demand for silver is expected to rise due to the ongoing expansion of AI infrastructure and electric vehicle production [5][8]. Supply Factors - There is a supply crunch for silver, with the U.S. Department of the Interior designating it as a critical mineral due to its importance in AI and other technologies [7]. - The global electricity consumption for data centers is projected to increase significantly, indicating a growing demand for silver [8]. Economic Environment - The Federal Reserve's easing monetary policy is favorable for silver prices, as it boosts industrial activity and weakens the dollar [9]. - The accessibility of silver compared to gold makes it a more attractive investment for retail investors during precious metal rallies [10]. Investment Outlook - The expectation of continued interest rate cuts by the Federal Reserve, along with the ongoing growth in AI and renewable energy sectors, positions silver as a strong investment opportunity for 2026 [11].

Core Viewpoint - The article identifies 13 beaten-down stocks recommended by analysts for investment, highlighting the potential for recovery amid a strong market outlook driven by the AI boom and favorable monetary conditions. Market Overview - The S&P 500 has shown strong double-digit gains, averaging 13% growth per year over the last decade, while the Nasdaq has increased by over 18% due to the performance of key tech stocks [2] - Wall Street strategists predict continued strong market performance in 2026, with JPMorgan forecasting a 13% to 15% rise in the S&P 500, supported by corporate earnings growth [2] - UBS Group AG anticipates the S&P 500 could exceed 7,500 next year, driven by robust US earnings growth and increased capital flow into tech stocks [3] Stock Performance Insights - Despite overall market gains, some stocks have underperformed, with certain stocks dropping to 52-week lows, losing over 30% of their value [3] - John Stoltzfus from Oppenheimer Asset Management suggests that recent declines in stock prices are minor adjustments rather than signs of a significant downturn [4] Methodology for Stock Selection - The selection of the 13 best beaten-down stocks involved screening companies trading within 0%–10% of their 52-week lows and down more than 30% year-to-date, focusing on those popular among hedge funds in Q3 2025 [6] Individual Stock Highlights - **Snap Inc. (NYSE:SNAP)**: Current share price is $7.60, with a year-to-date loss of -33.26% and an upside potential of 27.94%. Analysts expect Snap to reach 474 million daily active users in Q4, despite a slight decline [9][11] - **PayPal Holdings, Inc. (NASDAQ:PYPL)**: Current share price is $59.86, with a year-to-date loss of -30.17% and an upside potential of 30.19%. PayPal is seeking to establish a bank in the US to enhance its lending operations and reduce reliance on third parties [13][15][16]

Mexican financial assets are closing out one of their strongest years in decades, stunning global investors and decisively outperforming Wall Street benchmarks. A synchronized rally in equities and the Mexican peso has erased early fears that renewed U.S. protectionist rhetoric under President Donald Trump would derail Mexico's markets. Instead, 2025 has turned into a historic year for Mexican assets. Mexico's Market Rally Leaves Wall Street In The Dust The iShares Mexico ETF (NYSE:EWW) surged more t ...

The major U.S. index futures are currently pointing to a modestly lower open on Tuesday, with stocks likely to give back ground after moving notably higher over the past few sessions.Traders may look to cash in on the recent strength in the , which saw the major averages rebound strongly after slumping early last week.Tech stocks like Oracle (ORCL), Nvidia (NVDA) and Micron Technology (MU) helped lead the recovery but are moving back to the downside in pre-market trading.The futures edged lower following t ...

Core Viewpoint - Gold prices are rising due to strong expectations of further monetary easing by the Federal Reserve, ongoing central bank purchases, and increasing geopolitical risks [1] Group 1 - The metal is benefiting from firm expectations of further monetary easing by the Fed [1] - There is ongoing central-bank buying which supports gold prices [1] - Broadening geopolitical risks are contributing to the demand for gold [1]

Core Viewpoint - Industrial demand for silver is driving its price to record highs, with the price exceeding $60 an ounce and more than doubling in value this year from about $30 to over $63 [1] Group 1: Price Movement - The price of silver has surged approximately 118% in 2025, reflecting strong investor interest and industrial demand [2] - In comparison, gold has increased by about 61%, while platinum and palladium have risen by 87% and 68%, respectively [3] Group 2: Industrial Demand - Silver's extensive industrial applications, particularly in AI data centers, electric vehicles, solar cells, batteries, and medical equipment, contribute to its rising demand [5][6] - The U.S. Department of the Interior has classified silver as a critical mineral, highlighting its importance in industrial applications [6] Group 3: Market Dynamics - The current easing cycle by the Federal Reserve, including a recent rate cut, is expected to further boost silver prices by enhancing industrial activity and weakening the dollar [7] - Silver's lower price point compared to gold makes it more accessible to retail investors, leading to more dramatic price movements during precious metal rallies [8] Group 4: Investment Outlook - Analysts remain bullish on silver despite its significant price increase, citing a supply shortage amid rising industrial demand as a positive indicator for future price movements [6] - Allocating a portion of investment portfolios to silver is recommended as a hedge against recession and inflation, with silver currently viewed as a more favorable option due to its industrial uses [9]

Gold steadied after three days of gains, supported by the prospect of further monetary easing in the US after the Federal Reserve cut rates this week. Silver held within a dollar of a record high https://t.co/TNiZh6npTw ...

A key survey of Norway’s business sentiment showed the Nordic nation may face a slower economic recovery, strengthening the case for its central bank to shorten its planned break from monetary easing https://t.co/umveQMai0u ...

Gold advanced after the US Federal Reserve delivered an expected third consecutive interest rate cut and maintained its outlook for just one cut in 2026. Silver climbed to a record high. Bullion rose as much as 0.7% as Treasury yields and the dollar declined further after policymakers’ final meeting of this year. Most Read from Bloomberg The Federal Open Market Committee voted 9-3 Wednesday to lower the benchmark federal funds rate by a quarter point to a range of 3.5%-3.75%. It also subtly altered the ...