Gold and Silver Industry & Investing News

The global precious metals market is experiencing its most significant transformation since the 1970s, driven by political uncertainty, tariff threats, and unprecedented logistical challenges. Greg Frith of StoneX highlights how Trump’s America First policy and potential tariffs have created significant uncertainty, prompting major banks to stockpile physical gold in New York’s Comex vaults—similar to behavior during the early pandemic. This defensive positioning has fundamentally altered the relationship between London’s physical markets and New York’s futures markets. The most notable shift has been from contango (future prices exceeding spot prices) to backwardation, as gold rapidly moves from London to New York,...

Veteran commodity investor Jim Rogers has stated he prefers silver to gold in the current market environment, specifically highlighting silver’s more affordable price as his main rationale. This perspective comes as precious metals continue to attract attention from investors seeking safe havens amid global economic uncertainties. Beyond his metals strategy, Rogers disclosed that he’s maintaining positions in US dollars and agricultural commodities as part of his broader investment portfolio. He expressed considerable optimism about India’s economic trajectory under its current leadership, suggesting that investors should view market downturns as potential entry points into Indian markets. Throughout his comments, Rogers reinforced...

Gold’s impressive performance continues with a 12% gain year-to-date, pushing prices near $3,000 per troy ounce following last year’s 25.3% surge that edged past the S&P 500’s total return. According to JP Morgan, central banks have emerged as the key players in the gold market, increasing their purchases by 11.5% each year since 2019 and now making up nearly a quarter of total demand. The report explains that central banks keep buying gold regardless of high prices because they’re focused on protecting against geopolitical risks and diversifying their reserves, especially after Russia’s assets were frozen in 2022. This behavior differs...

Gold eased slightly from Monday’s all-time high of $2,956.19 as investors took profits, though prices remain supported by changing Federal Reserve rate cut expectations and rising haven demand. Increasing concerns about the US economy have dramatically shifted rate cut expectations, with markets now pricing in a quarter-point Fed cut in July—two months earlier than anticipated just last week. This monetary policy outlook benefits non-yielding assets like gold. Geopolitical tensions are adding significant support, as President Trump has implemented a series of measures targeting China that could deteriorate relations between the world’s two largest economies, while also increasing pressure on Iran....

Gold has maintained its bullish momentum throughout early 2025, marking eight straight weeks of gains—the strongest streak since 2020’s nine-week rally. After reaching a new all-time high near $2,956, the metal faced selling pressure but remains firmly in bull territory. Market analysts believe the $3,000 psychological barrier will likely be tested soon, though it may struggle to maintain that level initially. This impressive rally coincides with a weaker US dollar and persistent risk aversion stemming from uncertainty around US trade and tariff policies, particularly regarding Canada and Mexico. Investors are also closely monitoring upcoming economic indicators, including the Q4 2024...

The Global Precious Metals Index surged 7.36% last month as metals reacted differently to changing economic conditions. Gold stole the spotlight by reaching a record high of $2,942.70 per ounce before pulling back in mid-February. Analysts attribute this historic performance to economic uncertainty, geopolitical tensions, and aggressive central bank purchases, with expectations for continued growth throughout 2025. Silver has also impressed investors, rising to $32.80 per ounce by mid-February—its highest point since December 2024. The metal’s dual appeal as both an industrial material and safe-haven asset has boosted investor interest. Platinum prices have remained steady despite a strong dollar, with...

Investors will be closely watching Friday’s release of the Federal Reserve’s preferred inflation measure, the “core” Personal Consumption Expenditures (PCE) index. Economists expect January’s annual core PCE to show a slight decrease to 2.6% from December’s 2.7%, while the monthly figure is projected to rise to 0.3% from 0.2%. Morgan Stanley’s chief US economist notes that if core PCE hits 2.6%, it would represent a “meaningful step down” in the 12-month inflation rate and support their prediction of a quarter-point rate cut in June.

The SEC has dropped its lawsuit against Coinbase that claimed the cryptocurrency exchange operated illegally. This move validates Coinbase’s long-held position that they were “right on the facts and the law.” Analysts see this development as part of a broader regulatory shift under Trump’s administration, which appears more crypto-friendly than Biden’s. While Coinbase shares rose following the announcement, Barclays analyst Benjamin Budish noted that investors had largely expected this outcome. Coinbase is now pushing for legislation to provide “long-term certainty” for the crypto industry. Despite this victory, challenges remain—10 states are still investigating Coinbase’s staking services, and questions linger about...

The Federal Reserve’s favorite inflation measure is expected to cool to 2.6% in January, reaching its lowest point since June. While this shows progress, Fed officials remain cautious about cutting interest rates further because inflation is still well above their 2% target. The improvement is mainly coming from areas that were already moderating, while other sectors continue to show concerning price increases. The report will be released alongside trade deficit data, which hit a record in December and will likely become a focus for President Trump. Bloomberg Economics suggests consumer spending may have fallen in January, potentially weakening the case...