Over the past several weeks, we have repeatedly discussed the powerful rally in precious metals. It was hard to ignore: silver had risen by +69.66% in just one month, up to Thursday, January 29. The move appeared unstoppable and—frankly—illogical, difficult to justify on fundamental grounds, and above all imprudent. Plausible explanations did exist: silver’s growing […]
Global equity markets are lower this morning following yesterday’s turbulence in gold and other precious metals. XAUUSD, after reaching $5,600, experienced heavy profit-taking that pushed prices down toward $5,030 before closing at -1.35% (currently down a further 4.38% today). In addition, markets are expecting President Trump to announce the next Fed Chair later today (U.S. […]
It has been a few days since we last discussed one of the hottest topics in the market and on everyone’s lips: the relentlessly rising price of gold. Yesterday, gold closed up 3.79%, reaching USD 4,959. Gold is not the only commodity whose price chart is taking on a parabolic or near-vertical shape. In recent […]
Gold prices dipped below the $4,800 per ounce level during early Asian trading on Thursday after U.S. President Donald Trump pulled back from previously threatening tariffs on European countries tied to his controversial Greenland strategy. This shift in rhetoric eased some geopolitical fears and reduced immediate safe-haven demand for bullion. Why Gold Is Pulling Back […]
This is a period in which the global economy appears to be moving toward a “cold war” in commodities and, quite possibly, toward a new Supercycle—one not seen since the early 2000s. While the US continues to project its military and political power through actions, threats, and tariffs, China is steadily imposing restrictions on key […]
Just over a month ago, we focused our attention on silver (here), highlighting its growth potential when it was still trading around $53. In particular, we emphasized the metal’s structural production deficit: for several years now, global demand has consistently exceeded actual supply. This naturally raises the question of what has driven such a sharp—and […]
Gold prices (XAU/USD) surged toward the $4,500 per ounce mark during early trading on Wednesday, driven by a combination of heightened geopolitical tensions and persistent expectations of U.S. Federal Reserve interest rate cuts. The precious metal gained more than 1% in this session as investors sought refuge from global uncertainty. Geopolitical Unrest in Venezuela Spurs […]
News of the capture of Nicolás Maduro, now former president of Venezuela, might lead some market participants to expect an immediate impact on energy markets. This assumption is understandable, given that the Caribbean nation sits atop the world’s largest proven oil reserves, estimated at 303 billion barrels—approximately 17% of global reserves—according to data from the […]
Oil prices climbed in early Asian trading on Monday, reversing earlier losses after the United States announced the capture of Venezuelan President Nicolas Maduro and declared plans to assume control of the South American nation’s government. The market also reacted to an OPEC+ decision to keep current oil production levels unchanged, even as political tensions […]
In recent weeks we have discussed both metals, not only in light of the strong performance delivered over the past couple of years—particularly throughout 2025—but also because of their growing popularity among retail investors, especially gold. Regarding XAU, we were not expecting outsized further appreciation. We analyzed it when it was trading around $4,050; after […]
