Welcome to Mid-Week Macro for Wednesday 10th December 2025.

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Mid-week Polymarket market

Given that the Fed just cut rates by 25bps, it is no surprise to see that Polymarket has the odds of ‘no rate cut’ in January 2026 at 81%. I would have it a bit higher but that could depend on that delayed jobs report, which is due out on 16th December.

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Podcasts/Posts/News Links

$60 SILVER IS HERE

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