Explore in-depth gold and silver market analysis, timely market notes, and the key forces shaping precious metals
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Washington could succeed in lowering fuel prices without making the bond market more comfortable for gold. Reuters reported on October 9 that President Trump was preparing a directive encouraging officials…
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Europe has approved 46 new strategic raw-material projects. But one detail in the announcement deserves more attention than the €21.1 billion investment figure. Of the 46 projects selected by the…
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Silver’s speculative positioning barely changed last week. But the activity behind that small change tells us something new. The latest CFTC futures-only report, covering positions as of October 6, shows…
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A gold seller can own perfectly good bullion and still face a problem: transferring it before the money arrives. Hong Kong’s latest infrastructure update addresses that risk directly. In an…
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JPMorgan’s depository holds more COMEX silver than any other warehouse in the latest report. Asahi holds considerably more of the silver already registered for exchange delivery. CME’s report dated October…
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A strategic reserve can protect factories during a shortage. Filling it can also make their next shipment harder to secure. That is the concern behind the latest warning from U.S.…
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When someone asks us what the hardest part of investing in gold and silver is, they usually expect an answer related to price. When to buy. When to sell. How…
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A Treasury auction can attract buyers while leaving the government with substantially more expensive financing. On October 6, the U.S. Treasury sold approximately $58 billion of three-year notes at a…
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Silver would need to substantially outperform gold for the two headline forecasts to come true together. According to Reuters’ report on the conference poll, LBMA delegates expect gold at $5,013,…
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One thing troubles us about the way wars and crises are discussed in financial markets: how quickly human suffering becomes “bullish for gold.” We understand why investors seek safe-haven assets…
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Banca d’Italia’s latest assessment gives gold investors a reason to look beyond the next Federal Reserve decision. Speaking at the LBMA conference on October 5, Deputy Governor Sergio Nicoletti Altimari…
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A falling Brent price could offer less relief than households and businesses expect. China’s latest export restriction helps explain why. According to Reuters, China suspended October fuel exports to destinations…
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NYMEX platinum’s registered share rose from approximately 34.9% to 37.6% in the latest warehouse report. The number of registered ounces stayed exactly the same. The percentage increased because metal left…
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Iran is selling dollars to defend the rial while many savers are buying dollars and gold to protect their savings. Reuters reported that the dollar traded around 2.688 million rials…
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A silver rebound could begin with funds buying back positions they previously sold short. That possibility has become more relevant after the latest positioning shift. The CFTC’s futures-only report shows…
