Gold and Silver Industry & Investing News

With alternative assets projected to reach $30 trillion by 2029, institutional investors face trade-offs including illiquidity and valuation lags. Gold offers a complementary solution, bridging public and private market characteristics through its liquidity, low correlation, and resilience during systemic shocks. Analysis shows gold maintains stable returns amid crises while private equity and private credit face valuation delays and liquidity constraints. Monte Carlo simulations recommend a 5-8% gold allocation within diversified portfolios containing roughly 25% alternatives to improve risk-adjusted outcomes and smooth volatility.

The U.S. dollar gained strength against major currencies after the U.S. and European Union reached a new trade agreement, setting tariffs at 15% on EU goods—half the rate originally threatened. This deal, part of a series including last week’s U.S.-Japan agreement, has eased fears of a global trade war. The euro fell sharply, reversing earlier gains, as traders focused on the impact of easing trade tensions on currency markets. Meanwhile, investors are closely watching upcoming U.S. Federal Reserve and Bank of Japan meetings, both expected to keep interest rates steady but could offer clues on future moves. With major U.S....

Gold prices steadied after the U.S. and European Union reached a new tariff agreement, calming fears of a full-blown trade war. The deal—set to impose 15% tariffs on most EU exports including cars—has left investors cautiously optimistic but still uncertain about how it may impact metals specifically. Meanwhile, anticipation builds around a possible extension of the U.S.-China trade truce and this week’s Federal Reserve meeting. While the Fed is expected to hold interest rates steady, traders are watching for clues about the future of monetary policy. Lower rates typically boost gold since it doesn’t pay interest. Despite a slight weekly...

Gold was little‑changed around $3 336 per ounce after slipping to its weakest level since mid‑July, with gains capped by improved risk appetite stemming from a framework deal under which the U.S. and EU agreed to impose a 15 % tariff on most EU goods, averting a bigger trade war. UBS analyst Giovanni Staunovo said the pact dampened demand for safe‑haven assets but also eased inflation uncertainty, potentially giving the Federal Reserve room to cut interest rates later, which is usually supportive for gold. Investors are now looking to the Fed’s meeting later this week, where rates are expected to...

As of July 2025, the U.S. economy is on solid footing: inflation has eased closer to—but remains above—the Fed’s 2% goal, and strong job gains mean interest rates stay steady. Trump-era tariffs have slightly reduced consumers’ purchasing power, but most sectors are holding up. If key tariff disputes are settled by summer’s end, growth should continue uninterrupted, with only minor headwinds from tighter labor supply and small Medicaid spending cuts. If tariff uncertainty drags into autumn, however, businesses may delay investment and hiring and consumers may pull back—pushing the economy into a mild recession about half as severe as a...

On Friday, Russia’s central bank slashed its benchmark rate from 20% to 18%, matching economists’ expectations and marking its biggest cut in over three years. The move follows signs that consumer prices are cooling—CPI even dipped 0.05% week-on-week—and annual inflation has eased from a 10.3% peak in March to 9.17%. Having hiked aggressively since mid-2023 to curb overheating from surging military spending, the bank now projects 2025 inflation at 6–7% and maintains its 2024–25 GDP growth outlook of 1–2%. While businesses and Deputy PM Marat Khusnullin have pushed for steeper cuts—some calling for a 400 bps move—Governor Elvira Nabiullina and...

On Friday, spot gold extended its pullback—testing the $3,341.10 mark, which represents its 50-day moving average—after breaking below the short-term pivot of $3,347.97. Strength in the U.S. dollar and higher Treasury yields, coupled with renewed confidence in risk assets, prompted investors to trim their bullion positions. Technical indicators now point to a potential slide toward $3,310.48 if gold fails to hold the 50-day line, though a rebound above $3,347.97 could stabilize prices.

Goldman Sachs and BNP Paribas now expect no further ECB rate cuts in 2025 after the central bank held its deposit rate at 2%. Both banks say the easing cycle is over—BNP even forecasts the next move will be a hike in Q4 2026—citing a resilient Euro-area economy and the likelihood of a U.S.–EU tariff deal. Other lenders, including HSBC and J.P. Morgan, have likewise pushed their first anticipated cut into late 2025 or beyond.