2nd December 2025: Stocks drift lower as Silvers record run continues

In this morning's edition of the mPC Markets Morning Call, Mark discusses the current state of the markets following the Thanksgiving break, highlighting the significant rise in silver prices and the overall market trends. He delves into the implications of global events, particularly regarding Venezuela, and examines the impact of rising bond yields on the economy. Mark also shares insights on upcoming economic indicators and provides a forecast for 2026, emphasizing the importance of AI and commodities in the market.takeaways• Silver is experiencing a significant surge in prices.• Global markets are influenced by geopolitical events, particularly in Venezuela.• Rising bond yields are a concern for economic stability.• The Japanese market is reacting to changes in bond yields.• Upcoming economic indicators will be crucial for market predictions.• Silver's historical performance suggests potential for further gains.• The Fed's inflation measures will impact interest rate decisions.• Trump's influence on cryptocurrency could lead to market shifts.• The outlook for 2026 is uncertain but requires careful analysis.• AI and commodities are key areas to watch in the coming year.