Gold and Silver Industry & Investing News

Economic concerns have shifted from inflation to stagflation as Trump’s tariffs begin to impact the economy. This dangerous combination of slowing growth and persistent inflation is appearing in economic data showing weaker hiring and manufacturing slowdowns. The Federal Reserve faces a difficult dilemma – cut rates to boost growth but risk worsening inflation, or maintain rates to fight inflation while potentially harming employment. Trump has acknowledged there may be “a little disturbance” as he pursues his trade agenda, while economists warn that “a trade war, by definition, is a stagflation shock.”

President Trump has given automakers a one-month exemption from his new tariffs on Mexico and Canada after industry leaders appealed for relief. The White House announced Wednesday that cars and parts meeting USMCA requirements won’t face tariffs until April 2. This decision followed Tuesday meetings between Trump officials and the CEOs of Ford, GM, and Stellantis. The delay gives automakers time to plan shifting more production to the United States – a key Trump priority. When Bloomberg first reported the possible exemption, auto stocks jumped dramatically. Stellantis saw its biggest gain since 2022, rising 9.2%, while GM increased 7.2% and...

Australia is shipping unprecedented amounts of gold to the United States in 2025. According to the Australian Bureau of Statistics, gold exports to the US have exploded to new heights. After jumping to $1.17 billion in December 2024, January’s gold shipments soared to $4.62 billion – making up 87% of the month’s total $5.272 billion in exports. This single month exceeded Australia’s entire gold exports to the US for all of 2024. For perspective, monthly gold exports to the US typically ranged between $31-337 million during 2023-2024. This gold is used for investments, jewelry, and industrial purposes. This dramatic surge...

The US dollar suffered its largest single-day drop since Inauguration Day, falling 1% to a three-month low as markets grew concerned about tariffs hurting American economic growth. The Bloomberg Dollar Spot Index weakened to its lowest level since November, with the euro climbing to nearly $1.08 after Germany announced plans for massive defense and infrastructure investments. Analysts suggest this decline reflects investors pricing in the negative impact of trade tariffs on US growth rather than on targeted countries, with markets now anticipating more interest rate cuts from the Federal Reserve.

Mali’s interim government has halted the issuance of small-scale gold mining permits to foreigners following several deadly incidents, including a devastating collapse that killed at least 49 people last month in an open-pit area. The decision comes from Interim President Assimi Goita, who ordered the government “to strengthen measures to avoid human and environmental tragedies” and commanded local authorities to seize equipment used in artisanal gold extraction operations run by foreign nationals. The crackdown coincides with a significant 23% decline in Mali’s industrial gold production, which fell from 66.5 tons in 2023 to 51 tons in 2024. This drop occurs...

South Korea is running out of gold bars. The national mint (KOMSCO) stopped sales last month because they can’t get enough raw materials. Even Seoul’s gold vending machines have sold out completely. Why the gold rush? Retail investors are seeking safety during political chaos. President Yoon faces impeachment, and acting presidents have sparked controversy. This political turmoil coincides with Trump’s White House return and fears of new trade wars. As the Korean won fell 11% against the dollar in late 2024, gold investment jumped 29%. Investors are abandoning South Korea’s disappointing stock market (which lost ₩224.88 billion from individual investors)...

Gold prices retreated by approximately 1% on Thursday, ending a three-day upward streak as investors locked in profits, with spot gold settling at $2,893.63 an ounce and U.S. gold futures sliding to $2,900.70. Despite this correction, gold has performed impressively in 2024, gaining over 10% since January and reaching an all-time high of $2,956.15 on February 24. According to Lukman Otunuga, senior research analyst at FXTM, the current profit-taking comes as traders position themselves ahead of Friday’s crucial non-farm payrolls report, which could provide significant clues about the Federal Reserve’s interest rate decisions.

For the first time in 2025, traders expect three rate cuts, with a 50/50 chance of one coming as early as May—a sharp change from last week when most expected rates to hold steady. Despite the fact that cheaper borrowing should help both consumers and businesses, markets have fallen as economic worries grow. The S&P 500 has dropped to its lowest level since before Trump’s election, while small-cap stocks in the Russell 2000—usually winners when rate cuts are expected—have fallen over 6% this year, much worse than the flat S&P 500. This market worry comes from several disappointing economic reports:...

Investment bank Barrenjoey has raised its gold price forecasts by 7% to $2,900/oz for the period 2025-2029, with analyst Daniel Morgan noting these projections are “$100-300/oz or A$200-500/oz” above market consensus. Silver forecasts were similarly increased by 7% to $32/oz. This bullish outlook benefits Australia-listed miners, with Barrenjoey maintaining overweight ratings on companies including Capricorn Metals, Perseus Mining, and West African Resources. Gold has performed strongly in 2025, gaining 11% to reach $2,909.60 and touching a record high of $2,947.90 on February 24. The precious metal’s rise comes as traders seek safe-haven assets amid the implementation of Trump’s tariffs and...