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The Good Morning Report – 29th Oct 2025

Posted on October 29, 2025

5 Things that Grabbed my Attention

1. URNM on Wall Street shot up by 9.9% after a deal was announced between mining giant Cameco, Brookfield and the US government to spend $80bn on new nuclear power stations.

2. Our bond market has pared back expectations of a rate cut in November putting it at a 40% chance, down from a 75% chance not long ago….Inflation kicking higher is why.

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