Daily News Nuggets | Today’s top stories for gold and silver investors
September 22nd, 2025
Silver Climbs Above $43 as Momentum Builds
Silver has surged past $43 per ounce — its highest level since 2011. The rally reflects robust industrial demand from solar panels and electronics, combined with safe‑haven flows, a weaker dollar, and expectations of further Fed rate cuts.
For perspective, silver started the year at $28.92. With prices now above $43.50, the metal is up more than 50% year‑to‑date, outpacing most commodities and drawing fresh institutional and retail interest. With the gold‑silver ratio tightening, markets are watching whether silver can finally retest its 2011 peak near $50.
The setup for an assault on $50 hasn’t looked this strong in over a decade.
Gold Holds Near $3,700 After Fresh Fed Cut
Gold holds steady around $3,720 after the Federal Reserve’s recent rate cut on September 17-18 lowered the target interest rate to 4.00-4.25%. Investors are now looking ahead to the Fed’s October 28-29 meeting for further guidance. Inflation concerns, central bank gold purchases, and a weakening dollar are helping fuel demand.
Through 2025, gold is up over 41%, making this one of its strongest rallies in recent memory. With global uncertainty rising, the metal’s role as a hedge is resonating strongly among institutional and retail buyers alike.
The takeaway: With the Fed in cutting mode, gold’s path higher appears well-supported.
UBS Lifts Gold Price Target to $3,900
Adding to the bullish chorus, UBS has upgraded its gold price outlook, now projecting $3,800 per ounce by end-2025, rising to $3,900 by mid-2026. The Swiss bank points to anticipated Federal Reserve rate cuts, dollar weakness, escalating geopolitical tension, and strong central bank demand as key tailwinds.
These forces are unfolding against a backdrop where gold has surged over 41% year-to-date, punching through record after record. ETF holdings are expected to approach 3,900 metric tons by year’s end, close to previous highs. Investors looking for shock absorbers in their portfolios may see precious metals, especially gold, gaining renewed appeal.
When conservative Swiss banks call for $3,900 gold, the smart money is paying attention.
Stocks React to New $100K H-1B Visa Fee
Beyond metals, the U.S. tech sector is on alert after President Trump announced a $100,000 fee for new H-1B visa applications, a sweeping change aimed at limiting reliance on foreign workers. The policy explicitly excludes existing visa holders and renewals. Companies like Microsoft, Amazon, and Indian tech firms have raised concerns — the fee could sharply raise hiring costs and potentially stifling innovation.
In India, the Nifty IT Index dropped around 2-3%, with major firms such as TCS and Infosys among those seeing losses. While broader U.S. stock indices held up, the announcement added a political risk that investors say could weigh on tech valuations going forward.
Tech’s H-1B headache could push more investors toward traditional safe havens.
Crypto Rout Wipes Out $1.5B in Bets
In sharp contrast to gold’s stability, a wave of forced liquidations rocked crypto markets Monday, with more than $1.5 billion in leveraged long positions wiped out in hours. Bitcoin slipped to around $112,000, while Ethereum shed 7–8% and smaller tokens saw even steeper losses. The sell-off was triggered by cascading margin calls, as traders who had bet heavily on further gains were forced to exit.
It’s a sharp reminder of how quickly leverage can turn against investors. Compared with crypto’s turbulence, gold’s steady rise near record highs looks increasingly appealing as a safer store of value.
When leverage unwinds this violently, it reminds us why gold is called the “ultimate safe haven.”