22nd December 2025 – The Silver Santa Rally continues

MPC Markets Morning Call · Dec 21, 2025 · 6m

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…