Markets Rise as Rate-Cut Bets Firm and Trading Outage Resolved
With Treasury yields slipping and risk appetite improving, markets regained momentum heading into month-end.
Global markets found renewed footing this week as expectations strengthened that the U.S. Federal Reserve may cut interest rates as early as December. Equities across the U.S., Europe, and Asia advanced after a temporary futures-trading freeze—triggered by a CME data-center outage—was resolved within hours, calming investor nerves. With Treasury yields slipping and risk appetite improving, markets regained momentum heading into month-end.
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Here's how some major markets/indexes performed in the last 5-days:
- Dow Jones: 47,716 (4.16%)
- Nasdaq 100: 25,434 (5.37%)
- TSX: 22,448 (3.90%)
- BTC: 91,192 (4.60%)
- Ethereum: 3,054 (8.76%)
(USD)
As of 11/28/2025 at 12:30PM PST
Markets Rebound as December Rate-Cut Hopes Strengthen
What happened: Stocks rallied across global markets as fading inflation pressures and dovish rate expectations boosted sentiment. The week began with cautious optimism but accelerated after soft U.S. data reinforced the case for a December rate cut. Meanwhile, a brief outage at a major CME data hub froze futures trading worldwide before being restored, easing market jitters.
Catch-up: The Fed has signaled it is “getting closer” to easing policy, with recent labor and inflation reports providing supportive evidence. Investors, who had been battling volatility through November, saw renewed risk-on behavior as bond yields fell and liquidity stabilized. The CME outage briefly halted equity, commodity, and currency futures, but markets quickly normalized once connectivity returned.
Why it matters: Lower borrowing costs would relieve pressure on rate-sensitive sectors and support equity valuations, especially in tech, financials, and consumer growth categories. The quick recovery from the futures halt highlighted market resilience, and rising confidence heading into December positions equities for a stronger year-end finish. Rate-cut optimism also offsets concerns around economic softness and geopolitical risk.
Zoom out: Despite the rebound, investors remain alert to inflation persistence, policy missteps, and overstretched valuations. With central-bank meetings and fresh inflation data approaching, the macro backdrop remains fluid. Still, this week’s uptick shows that even modest policy clarity can quickly revive appetite for risk worldwide.
As macro conditions shift and policy uncertainty lingers, we’re highlighting several firms advancing real projects and delivering tangible progress — from nuclear-energy development and critical minerals to gold projects and multi-asset income strategies. These operational stories remain essential for investors seeking resilience, fundamentals, and long-term value amid fast-moving market sentiment.
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MCAN Financial (TSX:MKP) provides federally regulated mortgage and construction lending, offering stable income and disciplined oversight through its MIC structure—supporting borrowers, developers, and long-term real estate growth.
Urbana Corporation (TSX and CSE: URB, URB.A) invests across public equities and high-conviction private companies, using permanent capital to capture long-term growth in emerging sectors, financial innovation, and global market infrastructure.
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Nuclear Vision (CSE: NUKV) is advancing high-quality uranium development in Botswana, positioning itself as a foundational energy supplier for rising global power demand—driven by AI, electrification, and long-term decarbonization.
IAMGOLD (TSX: IMG, NYSE: IAG) is a mid-tier gold producer growing output through its new Côté Gold Mine and a focused pipeline, delivering scalable, responsible production and stronger long-term leverage to rising gold prices.
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Farmland LP manages over 19,000 acres of organic and regenerative U.S. farmland, delivering steady, inflation-resilient returns by converting acreage to higher-value organic production and enhancing long-term soil, water, and environmental performance.
Altamira Gold (TSX.V: ALTA, OTCQB: EQTRF) is advancing a growing porphyry district in Brazil’s Mato Grosso, anchored by its Cajuiero project and new high-grade drill results at Maria Bonita—positioning the company for significant copper-gold discovery potential across a large, underexplored land package.
KEFI Gold and Copper (AIM: KEFI) is advancing high-margin gold development in Ethiopia and new copper-gold discoveries in Saudi Arabia, positioning the company for major value creation as flagship Tulu Kapi moves toward production and exploration momentum accelerates in the Arabian-Nubian Shield.
Silver Surges, Outperforming Gold - Miners and Markets Take Notice
What happened: Silver recently spiked to fresh multi-year highs after a sustained rally that took it from around US $20.67 in late 2023 to over US $54 per ounce in November 2025. During the same period, gold also saw strong gains — but silver’s industrial demand (for solar panels, electronics, and green-energy infrastructure) and shrinking supply — as many silver deposits are by-products of base-metal mining — helped catalyze a sharper rise.
Catch-up: Precious-metals traders and mining equity investors have spent much of 2025 focusing on gold, driven by macro uncertainty and safe-haven demand. But silver’s underlying fundamentals are now shining through: rising demand from green-energy transitions, tighter supply, and favorable macro conditions (lower yields, rate-cut expectations, and central-bank demand).
Why it matters: For investors, silver represents both a commodity play and an industrial-growth bet. As inflows shift toward metals needed for clean-energy infrastructure — solar, EVs, semiconductors — companies with high silver exposure are positioned to benefit disproportionately compared with traditional gold-only miners. Similarly, metal-equity indices may get a boost if silver momentum holds.
What’s next: Eyes are now on production data from major silver and base-metal miners, upcoming supply-demand reports, and policy moves promoting clean-energy metals. If supply remains constrained while demand for green infrastructure grows, silver could continue outperforming — potentially attracting fresh capital into the metals sector.
The Canadian Securities Exchange is expanding its global footprint through its alliance with Australia’s NSX, creating a streamlined venture platform designed to support junior miners and small-cap innovators with faster listings, improved capital access, and broader international visibility.
📢 This Week's Selected Company News:
Google plans $40 billion Texas data center investment amid AI boom
Alphabet (NASDAQ: GOOGL) said this week it will spend US $40 billion to build three new data-centres in Texas — part of a major infrastructure push to support expanding AI workloads and cloud services globally.
If executed as planned, the build-out would significantly increase Alphabet’s cloud & AI computing capacity, positioning the company to compete more aggressively with rivals in both enterprise cloud and consumer-AI markets. This investment underscores the growing trend of Big Tech locking in capacity ahead of 2026-27 demand surges.
Vizsla Silver Closes US$300M Convertible Senior Notes Offering
Vizsla Silver Corp. (TSX: VZLA, NYSE: VZLA) has closed a US$300 million offering of Convertible Senior Notes due 2030, strengthening its balance sheet as it advances the high-grade Panuco silver-gold district in Mexico. The financing provides long-term capital flexibility to accelerate development, expansion drilling, and project optimization across one of the world’s fastest-growing silver districts.
InMed Completes Large-Animal Pharmacokinetic Studies for INM-901 Alzheimer’s Candidate
InMed Pharmaceuticals (NASDAQ: INM) has successfully completed pharmacokinetic studies in a large-animal model for INM-901, its investigational treatment for Alzheimer’s disease. The results demonstrated strong CNS penetration and a favorable safety profile — key milestones as the company prepares for further preclinical development and future regulatory steps toward first-in-human studies.
📬 That’s a wrap for this week!
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