Gold and Silver Industry & Investing News

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...

Two men have been sentenced to prison for stealing an 18-carat gold toilet worth $6 million from Blenheim Palace in 2019. James Sheen, the mastermind, received four years in prison, while Michael Jones got 27 months. The artwork, titled “America” by Italian artist Maurizio Cattelan, was stolen in a five-minute heist where thieves smashed through gates and broke a window to access the 200-pound toilet. Despite careful planning, the criminals left extensive evidence including DNA and gold fragments. Prosecutors believe the toilet was cut into pieces and sold. The artwork had previously been displayed at the Guggenheim Museum in New...

U.S. Treasury yields rose slightly on Monday as markets reacted to escalating tensions between Israel and Iran. The 10-year Treasury yield increased to 4.43%, while the 2-year yield reached 3.969%. The conflict, which included Israeli strikes on Iranian targets and an attack on Iran’s South Pars gas field, pushed oil prices higher, with WTI crude up 0.7% to $73.50 per barrel. Rising oil prices have renewed inflation concerns ahead of this week’s Federal Reserve meeting, where rates are expected to remain unchanged.

Gold prices pulled back on Monday as investors took profits after a significant rally driven by Middle East tensions. The precious metal had reached near two-month highs following Israeli strikes on Iranian territory and Iran’s missile response targeting Israeli sites. Despite Monday’s 0.5-0.7% decline, analysts note that gold remains above the key $3,400 level with potential to reach $3,500, as geopolitical risks continue to support safe-haven demand.

Gold retreated from earlier gains on Monday, settling around $3,415 per ounce—approximately $80 below its April record high. The Israel-Iran conflict, now in its fourth day with continued missile and drone exchanges, initially boosted gold prices but wasn’t enough to sustain the momentum. Last week saw a 3.7% increase in gold prices due to heightened geopolitical risks and concerns over President Trump’s aggressive tariff agenda threatening global economic growth. The metal’s impressive 30% rise in 2025 reflects multiple factors: central banks diversifying away from the dollar, investors moving funds from US bonds to gold, and expectations of continued dollar weakness....