Thailand’s consumer prices fell for the eighth straight month, heightening pressure on the central bank to cut its policy rate for a fourth time this year https://t.co/rzFj2jNegq ...

Market Trends - HSBC Asset Management predicts China's government bond yields are likely to fall back toward a record low next year [1] Monetary Policy - An uneven economic recovery puts pressure on the central bank to cut interest rates [1]

Core Viewpoint - Silver has retreated from a record high due to overbought conditions, while gold has also seen a slight decline [1][2]. Group 1: Market Performance - Silver traded approximately $1.70 below its all-time high after a decline of up to 2.4% earlier in the session [2]. - As of 9:51 a.m. in London, silver fell 1.8% to $56.97 an ounce, while gold edged down 1% to $4,191.25 [7]. Group 2: Supply and Demand Dynamics - The recent surge of over 8% in silver prices was driven by expectations of prolonged supply tightness, with inventories linked to Shanghai Futures Exchange warehouses at their lowest in a decade [4]. - Demand expectations have declined across all categories, with investment demand becoming the primary driver for silver prices [5]. Group 3: Technical Indicators - The 14-day relative strength index indicated that silver briefly exceeded 70, suggesting that momentum may be overheated [2]. - The gold-silver ratio has dropped to its lowest in over a year, indicating that the recent rally may have outpaced sustainable growth [6]. Group 4: Interest Rate Expectations - Rising expectations for another interest-rate cut by the Federal Reserve have supported bullion prices, with markets anticipating a near-certainty of a quarter-point reduction at the Fed's final meeting of the year [7].

The dollar index (DXY00) today is up slightly by +0.05%.  Higher T-note yields today are supportive of the dollar as the 10-year T-note yield rose to a 1.5-week high at 4.11%.  Also, today’s action by the OECD to boost its US 2025 GDP forecast was supportive for the dollar.  Strength in stocks today is limiting gains in the dollar as it reduces liquidity demand for the dollar. The dollar is being undercut by expectations for a rate cut at next week’s FOMC meeting, as the swaps market now discounts a 96% c ...

Core Insights - U.S. stock futures indicate a cautious uptick, suggesting a potential rebound after a five-session winning streak ended, with investors monitoring economic data and corporate earnings reports [1][10] Premarket Trading Activity and Futures Movements - S&P 500 futures are up approximately 0.3%, Nasdaq 100 futures have advanced around 0.4%, and Dow Jones Industrial Average futures show a gain of about 0.2% [2] - The Dow Jones Industrial Average fell 0.9%, S&P 500 down 0.5%, and Nasdaq Composite down 0.4% in the previous session [2] - Bitcoin has recovered to around $87,200 after a significant drop, positively impacting crypto-related stocks like MicroStrategy, MARA Holdings, Coinbase, Riot Platforms, and Robinhood, which are showing premarket gains of 1% to 3% [2] Notable Stock Movements - MongoDB shares surged by 24% and Credo Technology Group Holding jumped 18% after reporting quarterly results that surpassed analysts' estimates [3] - Nvidia shares advanced 1.7% on Monday and are up almost 1% further before the bell following a $2 billion investment in Synopsys [3] - Most of the "Magnificent Seven" large-cap technology firms are pointing higher, except for Apple, which is fractionally lower [3] Upcoming Market Events - The Job Openings and Labor Turnover Survey (JOLTS) data for August is scheduled for release today, while the Federal Reserve's FOMC meeting on December 9-10 is highly anticipated [4] - There is an 80% likelihood of a December rate cut, influenced by dovish statements from Fed officials [4] Earnings Reports - CrowdStrike Holdings and Marvell Technology are set to release quarterly results today, with Salesforce and Snowflake reporting Q3 results after the close [5] - Dollar Tree will issue its Q3 results pre-market on Wednesday, providing insights into consumer spending [5] Major Stock News and Developments - Nvidia's $2 billion investment in Synopsys emphasizes a focus on AI infrastructure [6] - The Walt Disney Company's shares rose 2.2% following strong box-office performance for "Zootopia 2" [6] - Coupang shares fell 5.4% due to a data breach affecting over 33 million customers [6] - Moderna shares dropped 7% after an FDA memo linked its COVID-19 vaccine to the deaths of 10 children [6] Corporate Innovations - Estée Lauder and Jo Malone launched an AI-powered Scent Advisor experience using Google Cloud's AI capabilities [7] - Sangamo Therapeutics received U.S. FDA Fast Track Designation for an investigational treatment for intractable pain [7] - Apple is reorganizing its AI ranks and hiring a Microsoft executive following the retirement of its top AI leader [7] Economic Outlook - The OECD forecasts global economic expansion to slow to 2.9% next year from 3.2% this year, with tariffs impacting growth but AI investments providing some support [9] - Eurozone inflation increased in November, making an interest rate cut by the European Central Bank less likely [9]

Market Overview - European stocks are expected to open in flat to lower territory, indicating a struggle for momentum in December [1] - The U.K.'s FTSE index is projected to open 0.12% lower, Germany's DAX flat, France's CAC 40 down 0.16%, and Italy's FTSE MIB just below the flatline [2] Investor Sentiment - Investors are anticipating a potential interest rate cut by the U.S. Federal Reserve during its meeting on December 9-10, with an 87.2% chance of a quarter-point rate cut priced in by traders [2] Central Bank Monitoring - The Bank of England is closely monitoring the Federal Reserve for any potential spillover effects, with about half of the movements in the U.K. yield curve being influenced by external factors [3]

The dollar index (DXY00) on Monday fell to a 2-week low and finished down by -0.05%.  The yen’s strength is weighing on the dollar on Monday after BOJ Governor Ueda signaled a possible interest rate hike at this month’s policy meeting.  Also, Monday’s weaker-than-expected Nov US ISM manufacturing index is bearish for the dollar.  In addition, the dollar is under pressure amid expectations for a Fed rate cut at next week’s FOMC meeting, as the swaps market now discounts a 96% chance of a rate cut at the Dec ...

Market Overview - U.S. equity markets are mixed as of December 1st, 2025, with investors reacting to concerns over tech valuations, cryptocurrency volatility, and upcoming economic data [1] - Major indexes initially faced losses but showed resilience in afternoon trading [1] Major Market Indexes Performance - S&P 500 (SPX) is up 36.48 points (+0.54%) at 6,849.09 [2] - Nasdaq Composite (IXIC) has gained 151.00 points (+0.65%) to 23,365.69 [2] - Dow Jones Industrial Average (DJI) leads with an increase of 289.30 points (+0.61%) to 47,716.42 [2] Sector Performance - Energy sector is strong, up +1.06%, followed by Consumer Discretionary (+0.48%) and Materials (+0.45%) [4] - Technology stocks are gaining +0.13%, indicating a potential broadening of market strength [4] - Utilities (-2.08%), Real Estate (-1.08%), and Health Care (-1.03%) are lagging [5] Key Company News & Stock Movements - Nvidia (NVDA) shares are up 1.6% after announcing a $2 billion investment in Synopsys (SNPS), which saw its shares surge by approximately 4% [6] - Tesla (TSLA) is facing a slump in sales in European markets, while Airbus (AIR) shares fell over 6% due to quality issues [7] - Cryptocurrency-related stocks like Coinbase Global (COIN) and Robinhood Markets (HOOD) are down about 6% and 5%, respectively, as Bitcoin prices drop [8] Upcoming Market Catalysts - The Federal Reserve's FOMC meeting on December 9th and 10th is anticipated to result in a 0.25% interest rate cut, with an 88% probability according to the CME FedWatch Tool [11] - Key economic data releases include ISM Manufacturing PMI and S&P Global Manufacturing PMI, with Fed Chair Jerome Powell's speech being closely monitored [12] - Upcoming corporate earnings reports include Marvell Technology (MRVL) and CrowdStrike (CRWD) on December 2nd, and Salesforce (CRM) and Snowflake (SNOW) on December 3rd [14]

Core Insights - Vizsla Silver Corp. (NYSEAmerican: VZLA) experienced a significant stock increase of 25.81% week-on-week, driven by rising silver prices and positive sentiment regarding potential interest rate cuts [1][2][3] Company Overview - Vizsla Silver Corp. is a Canada-based mineral exploration and development company, primarily focused on its flagship Panuco silver-gold project located in Sinaloa, Mexico [3] Financial Developments - The company successfully raised $300 million through the issuance of convertible senior notes due in 2031, with a yield rate of 5%. Noteholders can convert $1,000 worth of notes into 171.3062 common shares, translating to an initial conversion price of $5.84 per share [4]

Market Overview - Bitcoin (BTC-USD) experienced a decline of over 8%, dropping from approximately $91,000 to $84,000, raising concerns about a potential year-end rally despite expectations of a Federal Reserve interest rate cut [1] - The last significant market unwind occurred in August 2024, where Bitcoin fell from over $66,000 to around $54,000, marking an 18% decrease [2] - Bitcoin exchange-traded funds (ETFs) faced their second-worst month in November, with outflows totaling $3.5 billion, and Bitcoin is down more than 30% from its October all-time high of over $126,000 [2] Company Performance - Coinbase (COIN) has seen a decline of roughly 20% over the past 30 days, while Circle (CRCL) and Robinhood (HOOD) have dropped 38% and 16%, respectively [4] - Strategy (MSTR), a significant player in Bitcoin holdings, has declined approximately 40% in the same timeframe, with concerns that lower token prices may force the company to sell Bitcoin to cover dividend and interest payments on debt [4] Strategic Developments - Strategy announced the establishment of a US dollar reserve of $1.44 billion to support dividend payments on preferred stock and interest on outstanding debt [5] - The company added 130 tokens to its Bitcoin holdings last week, increasing its total to 650,000 tokens [5]