Jan 21, 2025
The temporary reprieve in tariff policy caused tariff-sensitive assets, such as the U.S. Dollar, to weaken, benefiting gold and silver prices. Gold spot prices gained further support during the overnight Asian trading session, likely due to the U.S. Dollar’s decline.
Jan 14, 2025
Despite gold being down 1% in December, global gold ETFs saw a monthly net inflow of $778 million (4 tons), driven by strong Asian demand, which counterbalanced outflows in North America.
Jan 8, 2025
2024 proved to be a standout year for precious metals and set the stage for a strong 2025. While overall commodities were flat (+1%) last year, gold and silver exhibited a sharp divergence, rallying by +26% and +22% respectively.
Dec 17, 2024
Precious metals, particularly gold and silver, are poised for gains in 2025, supported by synchronized global easing cycles, China’s fiscal and monetary stimulus, and structurally higher inflation driven by deglobalization and energy transitions.
Dec 10, 2024
Gold prices rose last week from USD $2,643 to $2,697/oz, and silver increased from $31.50 to $32.60, driven primarily by geopolitical uncertainties following Assad's departure from Syria, which boosted gold's safe-haven appeal.
Dec 3, 2024
Former President Trump’s announcement of new tariffs has reignited trade tensions. A 10% tariff on goods from China and a 25% tariff on imports from Mexico and Canada could disrupt trade, especially in metals like silver, which the U.S. relies heavily on importing. Mexico, the world’s largest silver producer, accounts for 25% of global supply. If tariffs reduce U.S. imports, industrial demand could drop, potentially lowering global silver prices but raising premiums for metal available within the U.S.
Nov 26, 2024
Geopolitical uncertainties, including rising global conflicts and Russia’s nuclear threats, have supported safe-haven demand for gold. Investors have turned to the metal as a hedge against instability. Speculation about the Federal Reserve’s interest rate cuts has also supported gold prices, as lower interest rates typically weaken the U.S. dollar and bond yields, making gold more attractive. Investors continue to view gold as a reliable store of value amid these economic challenges.
Nov 19, 2024
This escalation rattled global markets. U.S. stock indexes retreated, while the gold price rallied and appears to have found a temporary floor, driven by a surge in geopolitical tensions.
political | Nov 12, 2024
As expected, Donald Trump's victory in the recent U.S. presidential election has triggered a rally in equities, Bitcoin, and the U.S. dollar, creating significant headwinds for gold and silver prices.
metal | Nov 5, 2024
In 2016, Donald Trump entered the election as the underdog against Hillary Clinton. The expectation was that if he managed an unlikely victory, gold prices would surge due to his potential to disrupt the establishment and implement foreign policy changes