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Expert Insights

StoneX Research

By StoneX

Market intelligence and research across precious metals and commodities, published by StoneX.

Bonds, basement and US debt (2-minute read)

Aug 21, 2026

US Treasury's Liquidity Support Buyback Expansion (p. 2) The U.S. Department of the Treasury announced on August 19, 2026, that it is doubling the size of its liquidity support buyback operations for longer-dated…

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StoneX Precious Metals Front Desk presentation 19th August

Aug 20, 2026

Global Precious Metals Market Dynamics Gold prices have risen sharply, driven primarily by financial flows and futures-market activity rather than physical shortages (p. 2, p. 3, p. 5). Gold ETF holdings reversed…

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Short video on the Fed, gold supply, Indian silver demand

Aug 18, 2026

Please see this short video on the latest action in the gold and silver markets https://www.youtube.com/watch?v=EytEAu3559A&list=PLseYUvaoguNgZ1uZ8iOzlxmmoe4AxgMut&index=1

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StoneX Precious Metals Front Desk weekly presentation; Trump having another crack at Lisa Cook

Aug 14, 2026

Precious Metals Market Dynamics and Performance Gold and silver experienced a sharp rally following weaker-than-expected US employment data, with gold testing $4,400 and silver trading around $65 (p. 9). Technical…

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Short video on last week's action; this week's US numbers

Aug 11, 2026

Please find the link here https://www.youtube.com/watch?v=b5gOZlNaTA8

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Gold and silver roundup written for retail clients; Nonfarm headline number may be misleading

Aug 11, 2026

US Employment and Economic Outlook The US Nonfarm payrolls fell by 23,000 jobs, contrary to expectations of an 80,000+ gain, triggering a sharp rally in gold (above $4,300) and silver (around $64) (p. 1). The job loss…

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Short video from Rhona on silver's foibles

Aug 7, 2026

Please find the link here https://www.youtube.com/watch?v=0KOu4J8cUIo&list=PLseYUvaoguNgZ1uZ8iOzlxmmoe4AxgMut&index=2

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StoneX Precious Metals Front Desk presentation

Aug 7, 2026

Precious Metals Market Trends and Performance Gold and silver remain range-bound with downside risks (p. 9). Gold is constrained between $4,000 and $4,200, while silver hovers below $60 (p. 9). Physical demand in India…

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StoneX Precious Metals front desk deck 072926

Jul 30, 2026

Precious Metals Market Trends and Performance Retail investment activity remains quiet, with Dubai trading at a $100 (2%) discount to loco London and Shanghai premiums slipping toward neutral (p. 9). Silver demand in…

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China's gold - do the numbers add up?

Jul 28, 2026

Developments in Asian Gold Markets Hong Kong is trialling gold clearing in partnership with the Shanghai Gold Exchange (SGE) to compete with Singapore as a key trading hub (p. 2). The SGE approved the Hong Kong Precious…

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