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**Breaking: China Tightens its Grip on Silver
The Ministry of Commerce of the People’s Republic of China (MOFCOM) has issued Announcement 2025-No. 68, imposing stringent conditions on the export of three critical minor metals — tungsten, antimony and silver — for the period 2026-2027. The move reflects China’s intensifying resource-security agenda and tighter export controls over strategic materials.
Continues in the Premium post: China Tightens its Grip on Silver
Silver and The 232 Boomerang Effect (+Hartnett)
Silver prices are rising on what we're calling the boomerang effect of tariffs. Under Executive Order 232, the U.S. may add silver, platinum, and palladium to its critical minerals list, but hasn’t decided on tariffs yet. Markets see that hesitation as weakness—if America admits it needs imported silver, exporters will raise prices or restrict supply. Whether or not Washington actually imposes tariffs, other nations effectively will, by tightening exports. So silver climbs, not because of a formal tariff, but because the threat alone triggers self-protective moves abroad. In short, silver’s scarcity is becoming policy-driven.
Continues in the premium Post: Silver and The 232 Boomerang Effect
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Data on Deck: Jobs- Data We Won’t Get
MONDAY, NOV.3 PMIs
TUESDAY, NOV.4 *U.S. trade deficit Sept.
WEDNESDAY, NOV.5 ADP employment
THURSDAY, NOV. 6 Fed speakers
FRIDAY, NOV.7 Unemployment*1
Charts and Final Market Check:
MONDAY, NOV.39:45 amS&P final U.S. manufacturing PMIOct.52.210:00 amISM manufacturingOct.49.1%10:00 am*Construction spendingSept.NA2:00 pmFed governor Lisa Cook speechTBAAuto salesOct.16.4 million
TUESDAY, NOV.48:30 am*U.S. trade deficitSept.NA10:00 am*Factory ordersSept.--NA10:00 am*Job openingsSept.--7.2 million
WEDNESDAY, NOV.58:15 amADP employmentOct.-32,0009:45 amS&P final U.S. services PMIOct.55.210:00 amISM servicesOct.50.0%
THURSDAY, NOV. 68:30 am*Initial jobless claimsNov. 1NA8:30 am*U.S. productivityQ33.3%^10:00 am*Wholesale inventoriesSept.--NA11:00 amNew York Fed President Williams speaks4:30 pmPhiladelphia Fed President Paulson speaks5:30 pmSt. Louis Fed President Musalem speaks
FRIDAY, NOV.78:30 am*U.S. employment reportOct.NA8:30 am*U.S. unemployment rateOct.NA8:30 am*U.S. hourly wagesOct.NA8:30 am*Hourly wages year over yearNA9:30 amDallas Fed President Lorie Logan speaks10:00 amConsumer sentiment (prelim)Nov.53.63:00 pmConsumer creditSept.$0.3 million
