Gold and Silver Industry & Investing News

Western investors are making a strong comeback to the gold market after a three-year break, purchasing about 240 tons of gold-backed ETFs by mid-April. That’s a significant shift from the 441 tons they sold in the past three years. This surge in demand is boosting prices, with gold recently breaking above $3,500 per ounce. Major ETF inflows, especially into SPDR Gold Shares, are driven by institutional investors looking to hedge against market risks. Analysts believe this buying trend could push gold prices as high as $5,000 in the long run.

The US dollar is experiencing a substantial decline, having weakened more than 9% this year amid uncertainty about US policy. This has triggered a flight from US assets, with Bank of America reporting the most pessimistic dollar outlook from investors in nearly 20 years. As the dollar falls, safe-haven currencies have appreciated significantly – the Japanese yen (10%), Swiss franc and euro (11%) have all strengthened, alongside currencies like the Mexican peso, Canadian dollar, Polish zloty, and Russian rouble. However, some emerging markets have seen their currencies hit record lows despite the weaker dollar.

Recent Treasury market volatility has been driven by concerns about foreign investor support, with some fearing that tariff tensions might cause investors to sell Treasuries. While foreign investors own about 30% of the Treasury market, Goldman Sachs’ William Marshall notes there’s little evidence of active selling by foreign central banks. However, long-term diversification away from dollar assets remains a possibility. The Treasury market faces three main challenges: concerns about the US economy, reassessment of tariff implications, and potential shifts away from dollar assets. Despite these challenges, positive factors such as potential regulatory changes could help banks better absorb Treasury supply,...

Gold ETFs in China are experiencing massive growth as investors seek shelter from market uncertainty caused by trade tensions. Assets under management in Chinese gold ETFs have increased by $9.6 billion to reach 126.7 billion yuan, with the largest fund managed by Hua An Fund Management holding 64.2 billion yuan. Gold prices recently topped $3,400 per ounce and have risen over 60% in two years, positioning the metal as an alternative to traditional safe havens like US Treasury bonds and the dollar. This shift comes as the US dollar index approaches its lowest level since March 2022, and as central...

Apollo Global Management’s chief economist predicts a 90% chance that the US will enter a “Voluntary Trade Reset Recession” due to Trump’s tariff policies. Small businesses are expected to be particularly vulnerable as they lack the working capital to pay tariffs. While some financial institutions like Morgan Stanley and Goldman Sachs put recession chances between 40-45%, JPMorgan estimates a 60% probability. White House officials remain optimistic, but prominent economists including Ray Dalio and Lawrence Summers express significant concerns, with Summers predicting 2 million additional Americans could become unemployed.

Societe Generale strategist Alain Bokobza, who accurately predicted the end of US financial dominance, believes the shift away from American assets will continue for years under Trump’s trade policies. Since his warning in September 2024, the S&P 500 has fallen 15% and the Dollar Index has dropped nearly 9%. Bokobza cites tariffs, trade uncertainty, and potential Federal Reserve independence concerns as key factors driving investors toward European, Japanese, and Chinese markets instead.

Gold briefly hit a record high of $3,500 per ounce amid market concerns that President Trump might fire Federal Reserve Chair Jerome Powell. This has triggered investors to move away from US stocks, bonds, and the dollar toward safe-haven assets. Gold has risen by one-third in 2025 due to trade tensions undermining confidence in dollar assets. While some analysts predict gold could reach $4,000 next year, technical indicators suggest the rally might pause temporarily.

Gold reached a historic milestone on Tuesday, briefly trading above $3,500 per ounce following President Trump’s public criticism of Federal Reserve Chair Jerome Powell. Trump warned of an economic slowdown unless the Fed cuts interest rates, causing investor anxiety and driving up demand for gold as a safe-haven asset. Gold prices settled at $3,457.12 per ounce, having gained nearly 33% this year. Analysts note that gold is likely to remain well-supported due to ongoing political uncertainty and monetary policy concerns, with $3,600 being the next target. Trump’s vocal attacks led to Wall Street indexes falling approximately 2.4% on Monday, while...

Financial markets showed significant volatility on Monday as investors responded to President Trump’s threats to dismiss Federal Reserve Chairman Jerome Powell. The dollar fell to its lowest level since late 2023, while US stocks declined and Treasury bonds showed mixed performance. Trump’s comments, along with his aggressive trade tariffs, have heightened recession fears and raised questions about the independence of the Federal Reserve. Market experts warn that undermining the Fed’s independence could worsen any economic downturn and threaten the dollar’s status as a safe-haven currency. Despite Trump’s calls for interest rate cuts, many economists believe the Fed may proceed more...

Gold is experiencing a historic rally, up 30% this year to $3,406 per troy ounce, outperforming stocks, bonds, and Bitcoin. This surge is driven by broad demand from central banks diversifying away from the US dollar, as well as individual investors seeking a safe haven amid economic uncertainty. While gold has outperformed the S&P 500 over the past 20 years, experts caution against abandoning stocks entirely for gold, as historically stocks have provided higher long-term returns. For investors interested in gold exposure, options include physical coins or bars, ETFs, or mining stocks such as Barrick Gold and Newmont, which currently...