Gold and Silver Industry & Investing News

The U.S. dollar weakened slightly on Tuesday, particularly against the Japanese yen, following the Bank of Japan’s decision to maintain current interest rates while planning to slow its balance sheet reduction in 2026. Meanwhile, ongoing tensions between Israel and Iran, now in their fifth day, continue to create uncertainty in global markets. President Trump has expressed a desire for a diplomatic resolution with Iran while oil prices have risen due to the Middle East conflict.

Gold prices increased on Tuesday as tensions between Israel and Iran drove investors toward safe-haven assets. Spot gold rose 0.1% to $3,386.29 per ounce. The conflict has escalated to concerning levels, with Jordan’s King Abdullah warning of global threats. Meanwhile, investors are watching the Federal Reserve’s upcoming policy meeting on Wednesday, with expectations of potential rate cuts later this year. Despite the current gains, Citi has lowered its gold price forecasts, predicting prices could fall below $3,000 by late 2025.

A World Gold Council survey of 73 central banks reveals a major shift in global reserve preferences. 76% of central banks expect to increase their gold holdings over the next five years, while nearly three-quarters anticipate reducing their dollar reserves. This trend reflects gold’s appeal as a crisis hedge and portfolio diversifier amid geopolitical tensions. Central banks have bought over 1,000 metric tons of gold annually for the past three years—double the previous decade’s average—despite gold prices hitting record highs above $3,500 per ounce.

JPMorgan’s strategy team, led by Fabio Bassi, expects a challenging second half of 2025 as markets navigate between conflicting forces. On one hand, the U.S. economy faces headwinds from trade policies and a shift away from earlier “exceptionalism” themes toward recession concerns. On the other, underlying economic fundamentals remain solid with limited credit imbalances and controlled inflation impacts from tariffs. The strategists highlight a puzzling disconnect: volatility measures like the VIX have collapsed while economic policy uncertainty remains elevated, suggesting markets are resilient rather than complacent. They maintain a mixed outlook – bullish on risk assets short-term (supported by AI...

Silver maintained its position near $36.40 per ounce on Monday, marking the highest price point in 13 years. The rally is driven by three key factors: surging industrial demand from solar panels and electronics, a fifth consecutive year of supply deficits, and increased safe-haven buying due to the Israel-Iran conflict. Industrial applications now account for more than 50% of silver consumption globally, highlighting the metal’s critical role in the green energy transition. While supply shortages are expected to ease slightly in 2025, the structural supply-demand imbalance continues to support higher prices.

Gold has overtaken the euro to become the world’s second-largest reserve asset after the US dollar, according to a new ECB report. This shift reflects gold’s 60% price surge over the past two years and massive central bank buying, with over 1,000 tonnes purchased in 2024 alone—double the previous decade’s average. The transformation goes beyond traditional inflation hedging. Gold now serves as a geopolitical insurance policy, particularly for emerging economies seeking protection from sanctions and financial weaponization. China, Turkey, and India have led this buying spree, adding over 600 tonnes since 2021. At current valuations, gold represents 20% of global...

Gold prices have surged 30% in 2025, reaching $3,500/oz in April amid trade uncertainty and geopolitical tensions. J.P. Morgan analysts predict gold will average $3,675/oz by late 2025 and approach $4,000/oz by mid-2026. The precious metal broke through $2,900/oz for the first time in February 2025, driven by U.S. tariff concerns and global instability. Gold’s appeal stems from its role as both a safe-haven asset and inflation hedge. Analysts view gold as an optimal hedge against multiple risks including stagflation, recession, currency debasement, and policy uncertainty facing markets through 2026.

The European Central Bank’s Vice President Luis de Guindos expressed confidence about the eurozone’s economic outlook despite challenges from U.S. tariffs and a strengthening euro. He downplayed concerns about inflation falling too low, noting that tight labor markets and steady wage growth around 3% will help maintain inflation near the ECB’s 2% target. While the euro has gained 11% against the dollar in three months, de Guindos sees this as manageable and not a major obstacle. He also dismissed speculation that the euro could soon challenge the dollar’s dominance as the world’s reserve currency, citing the eurozone’s lack of necessary...

Asia has become the epicenter of global gold demand, accounting for 70% of annual consumer gold consumption. Led by China and India, which together represent over half of world gold demand, Asian markets are modernizing rapidly through digital platforms, institutional products, and innovative investment channels. Beyond cultural significance, gold is increasingly strategic for Asian nations – central banks across the region have dramatically increased gold reserves since 2022, seeking to diversify away from US dollar dependency amid geopolitical tensions. From India’s Sovereign Gold Bonds to China’s new insurance sector gold investments, Asia is reshaping how gold is bought, held, and...