Gold and Silver Industry & Investing News

According to a recent article from Barron’s, the investment management industry is experiencing a fundamental convergence that’s erasing traditional boundaries between conventional and alternative assets, public and private securities, and institutional/wealth management solutions. This shift rests on four pillars: – the rise of multistrategy asset management – the end of traditional strategic asset allocation – the blending of public/private markets – and the growing importance of wealth management. Alternative investments now represent approximately $25 trillion in assets under management, yet the wealth management channel accounts for only 16% of that total. Client allocations to alternatives currently range from 1% to...

JPMorgan CEO Jamie Dimon warns against isolationist trade policies in his annual shareholder letter. Without directly naming Trump, Dimon cautions that tariffs could isolate America and weaken its global position, emphasizing that “America First is fine, as long as it doesn’t end up being America alone.” Dimon emphasizes maintaining strong international partnerships to address global challenges, particularly regarding technological competition with China. Dimon also notes economic vulnerabilities, pointing out that despite recent market selloffs, equity and debt prices remain historically high. JPMorgan has increased its recession probability forecast to 60% following Trump’s latest tariffs and China’s retaliatory measures, leaving Dimon...

Russia’s strategic gold investments are paying off during sanctions. Since early 2022, their gold reserves have surged 72% in value to $229 billion, offsetting about a third of the $322 billion in foreign assets frozen by Western nations after the Ukraine invasion. This gold strategy began after Russia’s 2014 Crimea annexation, when they accumulated 40 million ounces while prices were low. Today, Russia ranks among the top five central bank gold holders globally. While their gold and yuan holdings remain accessible, unlike their frozen dollar and euro assets, gold is typically less liquid than traditional reserves. However, current high global...

According to the London Bullion Market Association (LBMA), gold held in London vaults rose slightly to 8,488 metric tons at the end of March, a 0.1% increase from February. This increase comes as the flow of gold from London to New York has slowed following the US decision to exclude gold from broader import tariffs. Between December and March, market players had significantly increased gold deliveries to the US to cover Comex positions due to concerns about potential tariffs, which President Trump had threatened to impose on imports from Canada and Mexico. This led to record-high Comex gold stocks, with...

US stock markets are crashing for the third day in a row after President Trump placed surprisingly high tariffs (import taxes) on goods from major trading partners. On Monday morning before markets opened, S&P 500 futures were down 2.8%, nearing bear market territory (a 20% drop from recent highs). Dow futures fell 1,000 points, and the Nasdaq continues dropping as investors sell off tech stocks. The collapse started last week with the Dow suffering two consecutive days of 1,500+ point losses, including Friday’s massive 2,231-point drop. The S&P 500 had its worst day since the early pandemic in March 2020....

Global financial markets experienced a severe downturn on Monday, extending a three-day selloff that has erased approximately $9.5 trillion in equity value. S&P 500 futures indicated a 3% loss, the VIX volatility index spiked above 50, Europe’s Stoxx 600 tumbled 5%, and Asian markets saw their worst day since 2008. Investors sought safety in Treasury bonds and the Japanese yen. The selloff intensified after President Trump showed determination to proceed with tariffs despite recession warnings from prominent economists and criticism from hedge fund managers, including supporter Bill Ackman. Trump’s comment to reporters to “forget markets for a second” signaled his...

President Trump’s new tariffs—the highest in over 100 years—have put the Federal Reserve in a tough spot. These tariffs could cause two problems at once: higher prices for consumers and slower economic growth, with some economists even warning about a possible recession. Wall Street traders think the Fed will cut interest rates four times this year starting in June, believing that a slowing economy will be the bigger concern. But experts disagree on what will happen: Morgan Stanley predicts no rate cuts because of inflation risks, while other analysts see many different possibilities. Fed leaders, including Vice Chair Philip Jefferson,...

Gold experienced a significant decline of 2.2% on Friday, reaching $3,044.28 per ounce as it became caught in the broader market selloff following President Trump’s unexpectedly aggressive tariff announcements. This drop erased the week’s gains, despite gold having reached a new all-time high just two days earlier. While gold is traditionally viewed as a safe-haven asset during economic turbulence, it can still be pulled into major selloffs when investors need to raise cash to offset losses in other investments. Despite this setback, many major financial institutions including HSBC, Goldman Sachs, and Bank of America remain bullish on gold’s prospects, pointing...

Federal Reserve Chair Powell now warns that Trump’s new global tariffs will have “significantly larger than expected” economic effects, causing higher inflation and slower growth. This marks a shift from his March position that tariff impacts would be temporary. Despite these concerns, Powell emphasized the Fed will remain patient before adjusting interest rates, stating they are “well positioned to wait for greater clarity.” His priority is preventing temporary price increases from becoming a persistent inflation problem. Markets responded negatively during his remarks, with stocks falling and bonds rising. Powell believes policy uncertainty should decrease within a year, making the actual...