22nd December 2025 – The Silver Santa Rally continues

In this edition of the MPC Markets Morning Call, Mark discusses the recent market bounce driven by optimism around CPI numbers, the significant rally in precious metals like silver and platinum, and projections for the S&P and global equities in the coming year. He emphasizes the importance of focusing on high conviction themes and provides insights into the MPC Markets 2026 Outlook report, highlighting key investment themes for the upcoming year.takeaways• The market experienced a bounce back due to optimism around CPI numbers.• Analysts caution against over-optimism regarding rate cuts.• Precious metals, particularly silver and platinum, are on the rise.• Expectations for S&P gains are around 13% for next year.• Investment returns are expected to broaden beyond US tech stocks.• The precious metals trade is gaining momentum despite low volume.• Gold miners may see profit uplifts if gold prices stabilize.• MPC Markets offers a 2026 Outlook report with key investment themes.• The report is designed to be easy to read with infographics.• Mark plans to continue updates through the holiday season if significant market movements occur.