Core Viewpoint - Investors are increasingly interested in precious metals, particularly silver, which has seen significant price increases, leading to a surge in stocks of companies like Pan American Silver [1][2]. Company Summary - Pan American Silver's stock rose by 11.16%, outperforming the S&P 500 index, with a current price of $48.41 and a market cap of $18 billion [1][6]. - The company has a gross margin of 30.20% and a dividend yield of 1.06% [6]. - The recent acquisition of Yamana Gold has diversified Pan American Silver's assets, enhancing its position in both silver and gold markets [7]. Industry Summary - Silver prices have reached all-time highs, exceeding $61 per troy ounce, and have more than doubled this year, outpacing gold and platinum [2]. - Anticipation of a 25-basis-point interest rate cut by the Federal Reserve is driving silver prices higher, as lower rates make non-interest-bearing assets more attractive [4][5]. - The weakening of the dollar due to lower interest rates is making dollar-denominated precious metals more appealing to international investors [5].

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market moves : Stocks were chopping around for a second straight session as Wall Street braces for the Federal Reserve's interest rate decision on Wednesday afternoon. It's widely expected that the central bank, in a split vote, will cut interest rates by 25 basis points. It would be the third Fed rate cut this year and the sixth since ce ...

Polymarket predicting that there is a 95% chance of a 25BPS cut tomorrow https://t.co/Lvx5ffLzhI ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: U.S. employers increased available jobs in October to the highest level in five months, the Bureau of Labor Statistics said Tuesday, as the labor market showed signs of cooling, including a decline in hiring. The health care, retail and wholesale trade sectors pushed up available positions across the job market to 7.67 million in October from 7.66 million in S ...

Key TakeawaysExxonMobil (XOM) has significantly raised its 2030 corporate plan, now targeting $25 billion in earnings growth and $145 billion in cumulative surplus cash flow through 2030, alongside an increased structural cost savings plan of $20 billion.AutoZone (AZO) reported a mixed first quarter, with sales of $4.63 billion surpassing analyst estimates, but diluted EPS of $31.04 and net income of $530.82 million falling short of expectations. The company did, however, achieve a robust 22% like-for-like ...

Core Insights - Bond ETFs are experiencing downward pressure as investors prepare for the upcoming FOMC meeting, with the iShares 20+ Year Treasury Bond ETF (TLT) reaching a three-month low despite an 89% probability of a 25 basis point rate cut by the Federal Reserve [1] - The market is more concerned about the Fed's guidance following the potential rate cut rather than the cut itself, with expectations of a pause in rate cuts once the policy rate falls into the 3.5–3.75% range [2] - The concept of a "hawkish cut" is being discussed, where the Fed would lower rates but indicate that further easing is unlikely [3] Bond Market Dynamics - Bond yields and prices are inversely related, with TLT tracking the long end of the curve where yields have increased sharply, with the 30-year Treasury yield around 4.81%, up from October's lows of approximately 4.5% [4] - The long end of the curve is less influenced by the Fed's policy rate, with larger fiscal deficits and changing inflation expectations contributing to the weakness in long bonds, while short-term yields are more responsive to Fed policy [5] - The 10-year Treasury yield has risen to about 4.17%, its highest since September, but remains below January's highs near 4.8% [6] ETF Performance - The iShares 7–10 Year Treasury Bond ETF (IEF) has outperformed both TLT and the iShares 1–3 Year Treasury Bond ETF (SHY), with IEF up 7.8% year-to-date compared to TLT's 4.7% and SHY's 4.6% [7]

Company News - Paramount Skydance (PSKY) has made a hostile takeover bid for Warner Brothers Discovery (WBD) at $30 per share in cash, claiming it is a stronger offer than the previously agreed acquisition by Netflix (NFLX) [3] - Toll Brothers (TOL) reported fiscal Q4 results, missing earnings expectations at $4.58 per share compared to the expected $4.87, although revenues of $3.41 billion exceeded estimates of $3.32 billion [4] - Despite the revenue beat, Toll Brothers cited soft demand in its quarterly report, leading to a 4% decline in stock price during late trading, which accounted for half of the company's market gains year to date [5] Industry Insights - Rising bond yields, currently at 4.17% for the 10-year, indicate potential inflation in the economy, with a pending 25 basis-point interest rate cut expected soon [2] - The luxury homebuilding sector, represented by Toll Brothers, is less affected by mortgage rates compared to lower-cost homebuilders, although the company still reported soft demand [5]

US stock futures were little changed on Tuesday after President Trump signed off on allowing Nvidia (NVDA) to resume shipments of flagship AI chips to China, with the start of a highly anticipated Federal Reserve meeting ahead. Contracts on the Dow Jones Industrial Average (YM=F), the S&P 500 (ES=F), and the tech-heavy Nasdaq 100 (NQ=F) all traded flat, coming off modest losses on Monday for Wall Street stocks. Nvidia (NVDA) shares rose roughly 2% in premarket trading after Trump said on Truth Social th ...

A rally in US stocks hit pause and Treasuries joined a global bond slump ahead of the Federal Reserve's final meeting of 2025. While a cut is all but certain, traders are growing anxious about next year's interest-rate path. The S&P 500 dipped Monday after the equities benchmark closed within spitting distance of an all-time high. Uncertainty over the pace of easing in 2026 and wariness about the sustainability of an AI-driven rally tempered sentiment. US stocks had rebounded in recent weeks after some Fed ...

Betting Odds Overwhelmingly Favor An Interest Rate Cut This Week—Here’s Whyhttps://t.co/uoMWSX7Qq5 https://t.co/jilrqyQoOI ...