7toraka

👀👀🚀👉Silver Surges to $57, Supply Crunch and CME Chaos Exposed

Silver futures (SIUSD) reached $57.163 per ounce, up 8.03% or $4.247 from the prior close, driven by physical supply constraints and macroeconomic factors.
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👉Supply Shortages, China's inventories hit a 10-year low after exports to London, with elevated borrowing costs signaling global tightness.

👉Fed Rate Cut Expectations, anticipated interest-rate reductions boosted demand for silver as a non-yielding asset.
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👉CME Comex Outage, a data-center failure halted futures trading, shifting price discovery to physical markets and causing a sharp gap-up upon reopening.

#Silver

👀👀👉Kalshi traders now price in an 86% chance of a Fed 25bp rate cut at the December 9-10 meeting, up from under 50% just weeks ago.
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This surge follows dovish Fed signals, like New York Fed President John Williams flagging employment risks amid cooling inflation.

J.P. Morgan flipped to expecting the cut on Nov 27, citing limited data ahead and recent hawk-to-dove shifts. CME FedWatch aligns closely at ~85%.

Prediction markets like Kalshi reflect real-money bets, often outperforming polls

#USJobsData

👀👀👉CME Futures Trading Halted by CyrusOne Cooling Failure

Trading at the Chicago Mercantile Exchange (CME Group Inc.) was halted due to a cooling issue at one of its data centers operated by CyrusOne, specifically the CHI2 data center in Aurora, Illinois. The cooling malfunction caused a suspension of futures and options trading across multiple asset classes including currencies, commodities, and equities. CME has confirmed support teams are working to resolve the issue and will update clients on pre-open details as soon as possible.

Regarding the background, CME sold this Aurora, Illinois data center to CyrusOne in 2016 for $130 million and then leased it back under a 15-year lease agreement. This facility spans approximately 428,000 square feet and remains home to CME's electronic trading platform, CME Globex, along with co-location services for their clients. The acquisition was aimed at strengthening CyrusOne’s infrastructure in the financial services market while allowing CME to continue operations at this critical data center location.

The CME Group data center glitch, did not affect cryptocurrency trading, as reports specify halts in currencies, stock futures, commodities, and foreign exchange but omit crypto futures and options.

#future

👀👀🤔👉Now JP Morgan Likes Bitcoin

JPMorgan has filed with the SEC for a structured note that allows investors to bet on Bitcoin's future price movements using BlackRock's iShares Bitcoin Trust ETF (IBIT) as the underlying reference asset. The instrument offers a unique risk-reward profile designed to capitalize on potential Bitcoin volatility over the next three years.
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How the Investment Works

The structured note sets a predetermined price level for IBIT in December 2025. If IBIT trades at or above this level by December 21, 2026 (approximately one year later), JPMorgan will automatically redeem the notes early, guaranteeing investors a minimum 16% return. However, if IBIT falls below the preset price after one year, the notes remain active until 2028, giving investors exposure to potential Bitcoin appreciation with a 1.5x leverage multiplier and no cap on returns.
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Downside Protection and Risks

The note includes conditional downside protection: if IBIT declines by no more than 30% by 2028, investors recover their entire principal investment. However, if IBIT falls more than 30%, investors absorb the full loss equivalent to IBIT's depreciation. JPMorgan warns in the prospectus that investors "should be willing to forgo interest payments and be willing to lose a significant portion or all of their principal amount at maturity," emphasizing that Bitcoin historically exhibits high price volatility.
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Wall Street's Crypto Evolution

This offering represents JPMorgan's continued evolution toward crypto-based financial instruments, despite CEO Jamie Dimon's past criticism of Bitcoin as a money-laundering tool "worse than tulip bulbs". The structured note is part of a broader Wall Street trend, with Morgan Stanley offering a similar product that raised $104 million in sales last month. These products allow traditional investors to gain Bitcoin exposure without holding the cryptocurrency directly.​

#JPMorgan $BTC

👀👀💥👉CFTC Unlocks $22 Billion in Collateral to Boost U.S. Competitiveness

The Commodity Futures Trading Commission (CFTC) Acting Chairman Caroline D. Pham announced a new interpretation from the CFTC’s Market Participants Division clarifying when futures commission merchants (FCMs)—firms that execute customer orders and manage collateral—can post customer-owned
securities and securities purchased with customer funds as margin with foreign brokers and clearing organizations, specifically for foreign futures and options under Part 30 of CFTC regulations.

This clarification aims to enhance U.S. competitiveness by addressing regulatory hurdles that have historically disadvantaged U.S. customers in foreign futures markets. Acting Chairman Pham emphasized that the interpretation could unlock over $22 billion in collateral, enabling this capital to be redeployed to support U.S. economic growth and reduce regulatory costs for market participants.

The interpretation provides specific clarity on CFTC Regulation 30.7 and is expected to lower trading costs for FCMs operating in foreign markets. This initiative aligns with a request from the Futures Industry Association and underscores the CFTC’s commitment to strengthening American business competitiveness globally.

In the cryptocurrency space, this development is part of a broader CFTC regulatory strategy to better integrate digital assets into traditional finance. The CFTC is advancing recognition of tokenized collateral and stablecoins as eligible collateral for derivatives markets, reducing costs, improving market efficiency, and encouraging greater institutional involvement in crypto trading. Notably, the CFTC actively supports the use of stablecoin collateral to lower risks and unlock continuous global liquidity.

#CFTC $BTC

👀👀👉Ripple has announced that its USD-backed stablecoin, Ripple USD (RLUSD), has been recognized as an Accepted Fiat-Referenced Token by Abu Dhabi’s Financial Services Regulatory Authority (FSRA).

This approval allows authorized persons licensed by the FSRA to use RLUSD within the Abu Dhabi Global Market (ADGM), the emirate’s international financial center.

This regulatory recognition positions RLUSD for expanded adoption across the Middle East, emphasizing Ripple's compliance focus and market presence with a market capitalization exceeding $1.2 billion since its late 2024 launch. RLUSD employs stringent safeguards such as 1:1 USD backing through liquid assets, third-party attestations, and clear redemption rights to meet high regulatory and institutional standards.

Additionally, Ripple is expanding its footprint in the region with partnerships like its entry into Bahrain fintech and custody collaborations in Africa with Absa Bank. RLUSD integration supports Ripple’s broader digital asset ecosystem, including cross-border payments and capital markets initiatives through Ripple Prime.

#Stablecoins $XRP

👀👀👉Grayscale just took a major step for privacy coins by filing with the SEC to convert its Zcash Trust into the first-ever spot Zcash (ZEC) ETF on NYSE Arca (ticker: ZCSH). This is huge for the crypto space because it allows traditional institutional investors and asset managers to gain exposure to ZEC and privacy-focused cryptocurrencies in a regulated, compliant way. As privacy coins often face regulatory scrutiny, this ETF could open the door for more capital from institutions hesitant to hold coins directly.

With global demand for privacy and compliance-safe crypto assets rising, Grayscale’s spot Zcash ETF provides a new, mainstream investment vehicle that can attract funds beyond traditional crypto investors. It also aligns with recent U.S. regulatory clarity around privacy coins like Zcash, which supports AML compliance while preserving optional transaction privacy. If approved, this ETF may lead the way for more privacy coin ETFs, helping these digital assets achieve broader acceptance and liquidity.

#ETFs $ZEC

👀👀👉Silver is trading near record territory and has already set a new all‑time high this month.

Recent spot and futures quotes show silver in the low‑to‑mid 50s per troy ounce, after a very fast move higher in November. In mid‑November, prices briefly spiked above 53–54 dollars, establishing a new nominal all‑time high versus the 1980 and 2011 peaks near 50 dollars.
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Intraday, silver has already exceeded its prior historic peaks, with one widely watched benchmark citing an all‑time high around 54.5 dollars per ounce in October 2025.

This often signals strong momentum and can attract additional buying, while longer‑term investors may view it as confirmation of a structural bull market in precious metals.

#Silver
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👀👀👉Steady US Job Market But Slowing Growth Points to Possible Rate Cuts Next Month

Recent data on unemployment claims in the US reveals a labor market that remains steady but shows signs of slowing down. For the week ending November 22, 2025, initial claims for state unemployment benefits dropped slightly by 6,000 to a seasonally adjusted 216,000. This small decrease suggests layoffs are staying low despite ongoing economic uncertainties.

At the same time, the number of continuing claims—people still receiving benefits after their first week—rose by 7,000 to 1.96 million for the week ending November 15. This increase points to slower hiring and longer periods of unemployment for some workers, highlighting challenges in moving from joblessness back to work.

These mixed signals suggest a labor market that is stable but not strong. Fewer new layoffs mean companies aren't shedding workers aggressively, but the longer unemployment spells indicate hesitation among employers to expand quickly. Factors such as higher tariffs, weak manufacturing orders, and cautious business behavior are likely slowing down economic momentum.

Economists see this pattern as a sign that the economy is avoiding a recession but growing at a moderate pace. Recovery in employment is uneven, with some workers taking longer to find new jobs. This can be an early warning of slower economic growth ahead.

The Federal Reserve has noted this trend. After lowering interest rates slightly in October 2025 to support moderate expansion and keep inflation in check, the Fed is watching data closely. The current labor market picture—stable job losses but slow hiring—supports potential future rate cuts, but the timing depends on how inflation and employment trends develop.

Overall, the US economy appears to be in a cautious phase, with steady but cooling job gains. Both workers and policymakers are navigating a landscape of modest growth amid some economic headwinds, keeping a close eye on what comes next.

#USJobsData

👀👀👉Stocks extended their rebound on Tuesday, with major U.S. indexes rising again as falling Treasury yields and growing expectations for Federal Reserve rate cuts supported risk appetite. Under the surface, leadership broadened beyond the biggest tech winners, while some high‑flying AI chip names lagged on competitive headlines.

👉The S&P 500 gained roughly 0.9%, the Dow Jones Industrial Average rose about 1.4%, and the Nasdaq Composite added around 0.7%, marking a third straight up day for the major benchmarks.

👉Most S&P sectors finished higher, with economically sensitive groups and select retailers outperforming as earnings and holiday‑shopping expectations stayed resilient. Consumer names like Best Buy and other retailers climbed on stronger‑than‑expected results and improved guidance.

👉In contrast, Nvidia and Advanced Micro Devices fell after reports that Meta Platforms may increase its use of Alphabet’s Google AI chips, raising concerns about longer‑term competition in high‑end AI semiconductors.

#stockmarketupdate

👀👀👉September 2025 PPI Shows Moderate Inflation Amid Energy Price Surge, Influencing Fed Policy Outlook??

The U.S. Bureau of Labor Statistics (BLS) released the Producer Price Index (PPI) data for September 2025 after a significant delay of over 40 days, caused by the federal government shutdown. The  delay pushed the release closer to the key December Federal Open Market Committee (FOMC) meeting. The September PPI showed a 0.3% month-over-month increase in final demand prices, driven mainly by a 3.5% rise in energy prices and an 11.8% jump in gasoline costs. Core inflation, excluding food and energy, remained modestly up by 0.1%, indicating some price stability in other sectors.

The delayed PPI release means that this fresh inflation data will likely be incorporated into the FOMC's deliberations in December, increasing its relevance for the Fed’s policy decisions. Given that inflation pressures are still evident, especially from energy and goods prices, the Federal Reserve may take a cautious and data-dependent approach, potentially slowing any aggressive interest rate cuts and focusing on containing inflation risks.

In terms of economic outlook, the data suggests moderate inflationary pressure, with energy costs being a significant driver. Overall, the economy appears to maintain inflation levels that warrant careful Fed monitoring but do not signal runaway inflation. This environment supports a balanced policy stance, where the Fed weighs inflation control against sustained economic growth.

This BLS PPI release underscores the impact of government shutdowns on economic data timing and highlights the importance  of up-to-date inflation metrics for central bank policy. The December FOMC meeting is therefore poised to carefully consider this delayed but critical inflation snapshot in its decision-making process.

#CPIWatch

👀👀👉Today, November 25, 2025, the U.S. is releasing key inflation and consumer spending data, including the Producer Price Index (PPI), core PPI, Retail Sales, and core Retail Sales. However, these figures are notably delayed by about 40 days due to the unprecedented 43-day government shutdown earlier this fall.

The shutdown halted many federal operations, including crucial data collection and reporting by agencies like the Bureau of Labor Statistics and the Census Bureau. As a result, the October data was not recorded, creating a significant gap in monthly economic indicators. This delay has added uncertainty for policymakers and market participants trying to assess the current state of inflation and consumer demand.

#CPIWatch

👀👀👉The odds of a Federal Reserve rate cut in December 2025 have surged to around 71-81%, a significant increase from below 33% just last week.

This rise in rate cut probability follows dovish comments from Fed
officials. The data from CME's FedWatch tool reflects a jump in market expectations for a 25 basis point cut in December, with probabilities reported around 71%, and some estimates even higher, close to 81%.

This shift occurred after market concerns about inflation easing and labor market softness became more pronounced, leading traders to price in a high chance of a December rate reduction. This marks a sharp reversal from earlier in the month when the odds were much lower, around 30%-40%, and reflects increased expectations for the Federal Open Market Committee's December meeting to ease policy to a more neutral stance.

#FOMC‬⁩

👀🚀🔥👉 US Stock Market

The Nasdaq Composite jumped over 2.6% as stocks rallied to start the Thanksgiving week of November 2025. This strong rally in the tech-heavy Nasdaq followed a volatile period for the market, especially in the tech sector, which had been facing valuation concerns and macroeconomic headwinds. Concurrently, the Cboe Volatility Index (VIX) tumbled by about 12%, reflecting reduced market uncertainty and investor anxiety as the market rebounded. The overall stock market saw gains with investors encouraged by hopes for a Federal Reserve rate cut in December and rotation into sectors like biotechnology and retail. The market was also poised for a shortened trading week due to the Thanksgiving holiday with some expectations of upbeat action despite recent volatility.

Will the crypto market follow?

#BTCRebound90kNext?

👀👀👉Federal Reserve Revises Industrial Production Data: Implications for December FOMC Rate Cut

The Federal Reserve recently revised its indexes of industrial production, capacity, and utilization using updated benchmark data, reflecting more accurate measures through August 2025. These revisions show slower manufacturing output growth, slightly reduced capacity expansion, and lower capacity utilization than previously estimated. Manufacturing output is now understood to have declined over the recent five-year period, with capacity utilization in August 2025 registering at 75.6%, well below the long-run average. Such data revisions reveal a more subdued industrial sector performance amid ongoing economic shifts.

This revised industrial data holds significance for the Federal Open Market Committee’s (FOMC) policy decisions, especially regarding potential interest rate cuts in the December 2025 meeting. The softer output and capacity utilization figures suggest less economic overheating in manufacturing, reducing inflationary pressures and thus supporting the case for a more accommodative stance. While the FOMC evaluates a broad range of economic indicators, the downward revisions to industrial production strengthen the argument for caution on raising rates further and plausibly favor a rate cut to balance growth and inflation concerns.

In summary, the annual benchmark revisions by the Federal Reserve provide a more nuanced picture of the U.S. industrial economy, highlighting challenges that could influence the FOMC toward easing monetary policy soon. Market participants and policymakers will closely monitor this data as part of the comprehensive economic assessment guiding the December rate decision. The revised figures underscore the complexity of post-pandemic recovery and signal that the Federal Reserve may lean
toward supporting growth with a rate cut at its next meeting.

#RateCutExpectations

🚨🚨Key Events to Watch This Week: Earnings Reports🚨🚨

This week is packed with earnings from PC/enterprise tech, software/SaaS, U.S. retailers, industrials, food, and China EVs.

👉Big tech / software Dell Technologies and HP Inc. are key reads on PC, enterprise hardware, and AI‑related infrastructure demand; markets will focus on AI server exposure, PC pricing, and any commentary on corporate IT budgets.

👉Alibaba, Zoom Video Communications, Workday , Autodesk, Zscaler , and Analog Devices tie into China consumer/cloud (BABA), collaboration and enterprise software (ZM, WDAY, ADSK, ZS), and semis (ADI), so watch cloud growth, RPO/backlog, AI‑related demand, and margin guidance.

👉Retail and consumer Best Buy, Guess , Kohl’s , Burlington Stores , Dick’s Sporting Goods , Abercrombie & Fitch , and Urban Outfitters will give a cross‑section of U.S. consumer health just as holiday season starts, including traffic trends, promotions, and inventory levels.

👉Industrials, food, and China EVs. Deere & Company is a bellwether for agricultural and construction equipment.
Nio and Li Auto are key for China EV risk sentiment; deliveries, gross margin trajectory, and guidance versus intense price competition in China will be the main focus.

#TrumpTariffs

🚨🚨Key Events to Watch This Week: Economic Data🚨🚨

Key events this week include several important economic data releases amid the Thanksgiving holiday.

👉On Tuesday, the U.S. will release Producer Price Index (PPI) inflation data and Retail Sales figures. Retail sales are expected to show a moderate increase around 0.4%, continuing the trend of resilient consumer spending despite inflation concerns and anxieties about job security.

👉Wednesday features several more economic reports: Jobless Claims, Durable Goods Orders, and Core PCE inflation data. These indicators will provide further insight into the health of the labor market, manufacturing activity, and inflation trends respectively.

👉Thursday is the Thanksgiving holiday with market closures observed.

👉Friday is Black Friday, one of the busiest shopping days in the U.S., with a record 186.9 million shoppers expected during the Thanksgiving weekend period and holiday retail sales anticipated to surpass $1 trillion for the first time this season.

#USJobsData

👀👀👉Fed Governor Christopher Waller Supports Another 25 Basis Points Rate Cut in December

Federal Reserve Governor Christopher J. Waller recently delivered a speech titled "The Case for Continuing Rate Cuts," in which he strongly advocated for a 25 basis point cut in the Federal Open Market Committee's (FOMC) policy rate at the December 9-10, 2025 meeting. Waller emphasized that underlying inflation is close to the FOMC’s 2 percent target and inflation expectations remain well anchored. Meanwhile, he highlighted significant weakness in the labor market, with slower job creation and stress on lower- and middle-income consumers. Waller expressed concern that current monetary policy is too restrictive, possibly weighing heavily on the economy, particularly in housing and auto affordability. He framed the rate cut as a prudent risk management step to provide insurance against further labor market deterioration and to move monetary policy toward a more neutral stance.

In addition to his monetary policy stance, Waller continues to be viewed as a strong candidate for Federal Reserve Chair when Jerome Powell’s term ends in May 2026. His clear focus on economic fundamentals, pragmatic use of both hard and soft data, and advocacy for rate cuts during periods of labor market fragility have won him considerable support among policymakers and economic advisers. Given these factors, Christopher J. Waller is likely to play an influential role in shaping U.S. monetary policy not only in the near term but also potentially as the next Fed Chair.
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This combination of advocating for a rate cut this December and his prominent candidacy for Fed Chair underscores Waller’s growing influence in U.S. monetary policy discussions as 2025 draws to a close.

#FOMC‬⁩

👀👀👉New Home Prices Below Existing Homes: A Sign of Economic Shifts

Following the historic shift where new home prices have fallen below those of existing homes in the United States, this development reveals important insights into the state of the economy today.

The housing market faces notable slowdowns driven largely by high interest rates, which have suppressed buyer demand. With mortgage rates lingering near 6%, many potential buyers find it challenging to afford new mortgages. This environment has pushed homebuilders to lower prices and offer incentives in order to attract buyers, resulting in new homes being priced below existing ones for the first time.

A significant supply-demand imbalance has also emerged. Many homeowners are staying put to hold onto low-rate mortgages secured in previous years, limiting the supply of existing homes for sale. This "lock-in" effect restricts market inventory, supporting or pushing up existing home prices even as builders reduce prices to move new inventory.

Broader economic signals show slowing growth, cautious consumer sentiment, and weaker job creation, especially in high-income sectors important for housing demand. This has weakened buyer confidence and contributed to subdued demand for new homes. Meanwhile, inflation remains above the Federal Reserve's target, adding further uncertainty.

Despite rising incomes outpacing inflation and some stock market wealth supporting home prices, the overall housing market shows signs of stagnation. New construction has slowed, and builder confidence remains low. This price inversion between new and existing homes highlights a fragile economy characterized by rising borrowing costs, cautious consumers, and disrupted housing supply dynamics.

In summary, this market condition signals persistent challenges for both the housing sector and the broader economy. Growth is likely to remain subdued until interest rates ease and housing market conditions stabilize.

#USEconomics

👀👀👉For the first time in history, new homes in the United States are selling at prices lower than existing homes.

In the second quarter of 2025, the median price of a new single-family home was about $410,800, which is nearly $18,600 less than the median price for an existing home at $429,400. This unprecedented inversion reflects a significant change in the housing market.

Traditionally, new homes have always been more expensive due to modern amenities, customization options, and rising building costs. However, builders have now reduced prices and offered incentives to attract buyers amid weak demand and rising inventory. Additionally, the sizes of new homes have become smaller and more affordable. Meanwhile, prices for existing homes have steadily increased, supported by limited supply and homeowners holding on to favorable mortgage terms.

This trend marks a major shift in the market dynamic and is expected to continue for some time as builders adjust their strategies. It highlights broader economic challenges buyers face today and signals important changes in how new housing inventory will be priced and sold moving forward.

#USEconomics