Recent market data suggests a strong consensus for monetary easing, with the odds of a December interest rate cut hovering around the high 80s. Initially, market data pointed to odds reaching as high as 88%, signaling growing confidence among investors that the Federal Reserve will pivot towards easing policies. Simultaneously, the commodities market is witnessing historic movements. Silver prices have surpassed previous highs from 1980 and 2011, trading above $55/oz for the first time in history. This rally is outperforming other asset classes amidst discussions of an AI bubble, driven by capital fleeing into precious metals. [Update 1] New data confirms that Polymarket odds for a December rate cut stand firm at 87%. This sentiment persists even though inflation metrics reportedly remain above the 3% level, highlighting the market's strong conviction in a rate cut despite mixed economic signals.