Gold & Silver Market Insights

  • I’ve been talking about the growing interest in gold call options for quite some time. Now Goldman Sachs is paying attention to it as well. According to Reuters, the bank…

  • Gold has risen more than 14% in just three weeks. COMEX gold finished Friday at around $4,624 per ounce, roughly 14.2% higher than three weeks ago. What makes the move…

  • Over the course of just a few days in August, something happened around one of China’s largest gold groups that, in my view, deserves far more attention than the market…

  • Tensions surrounding Iran continue to rise over the weekend. Washington is preparing a new round of sanctions, Tehran is calling them illegal, and the Strait of Hormuz remains nearly blocked,…

  • Total silver supply is expected to rise by roughly 1.5% this year, while mine production is projected to increase by about 1% to 820 million ounces. At first glance, that…

  • The yield on the 30-year U.S. Treasury climbed to 5.337% this week — its highest level since 2007. Normally, rising long-term yields are a headwind for gold. Higher yields make…

  • Since the beginning of August, gold has gained roughly $400, or around 10% — with a large part of that move coming during the first half of the month. One…

  • With only about four months left until December expiry, some of the positioning in COMEX gold options is hard to ignore. $4,800: +613 calls$4,900: +393$5,000: +497$5,200: +211$5,500: +862$10,000: +1,039 And…

  • The difference is striking. 🇺🇸 United States: only 29% of gold demand was physical🇨🇳 China: 86% physical🇮🇳 India: 95% physical While Western investors remain heavily exposed through ETFs, buyers in…

  • Something interesting is happening between the Chinese and Western gold markets. The U.S. has added Shandong Gold Mining, Shandong Gold Smelting and Xinjiang Jinchuan Mining to the UFLPA Entity List,…

  • Gold and silver are pushing higher today, and the move isn’t happening in isolation. The U.S. dollar is weakening, while the U.S. Treasury’s decision to expand purchases of longer-dated government…

  • Silver is up roughly 2% today, trading around $69 an ounce, while gold is gaining about 1%. Another session where silver is doing what it often does when momentum returns…

  • The Gold/Silver Ratio is now around 65.9, meaning silver has been outperforming gold recently. In 2025, the ratio briefly climbed above 100. The decline shows just how significantly market strength…

  • Japan’s 10-year government bond yield is now approaching 3%, a level not seen since the mid-1990s. That’s a remarkable change for a country that spent decades with interest rates near…

  • This is worth watching. The U.S. Treasury has announced that it will at least double its buybacks of long-term government bonds — from a maximum of $2 billion to at…