Commentaires sur le secteur

Lisez les commentaires d'experts du secteur et des rédacteurs de SWP.

Pour l'auteur suivant : Mark Yaxley

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

metal | Oct 29, 2024

This seemingly never-ending gold rally just keeps on giving. What initially started as a reaction to COVID back in 2020 has now transformed into one of the most prolonged and meaningful bull runs in gold’s modern history. The questions remain: why does gold continue to achieve new all-time highs, and how long will this momentum last?

metal | Oct 22, 2024

On Friday, gold surged to new heights, closing above $2,700 per ounce and reaching $2,740 today, marking a new all-time high. Silver followed suit, breaking through $33 per ounce and extending to around $34.30, its highest level this year.

metal | Oct 8, 2024

Gold ETFs play a crucial role in the overall gold market. They are second only to central bank purchases in terms of significance, and their performance heavily influences gold prices. Currently, all three segments of the investment gold market; central banks, ETFs, and the retail physical market are active buyers. As a result, analysts expect gold prices to continue appreciating in the foreseeable future.

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