StoneX Research
By Rhona O'Connell
Market intelligence and research across precious metals and commodities, published by StoneX.
Background details on the LBMA litigation that starts today 7th October. This is merely factual and expresses no opinion from either StoneX or Watchgold
Oct 7, 2026
Overview of the Litigation Legal proceedings were initiated in England and Wales against the London Bullion Market Association (LBMA) on behalf of two Tanzanian individuals (p. 2). The lawsuit, brought by the British…
StoneX Precious Metals Front Desk weekly; economics, geopolitics, key influences - and much more
Oct 2, 2026
Geopolitics, Trade, and AI Governance The US-China bilateral trade truce was extended to January 10, 2027, while trade tensions escalated between the US and Canada, leading Canada to impose levies of 15% to 50% on US…
UN General Assembly; US-China, AI pros and cons
Sep 30, 2026
Sino-US Relations at the UN High-Level Meetings (p. 2) The meeting between President Trump and President Xi focused more on style than substance, aiming to maintain tactical stability and limit downside risks rather…
EU US China Economic Survey; key changes, consumer sentiment
Sep 30, 2026
Regional Consumer Confidence Trends (p. 2) None of the three analyzed regions (Europe, the US, and China) have recovered from their respective economic shocks (p. 2). Eurozone : Experienced a sharp drop from March to…
China gold imports; and the mismatch in the supply-demand numbers
Sep 25, 2026
Developments in the Asian Gold Market Hong Kong is launching a trial gold clearing system in partnership with the Shanghai Gold Exchange (SGE) to compete with Singapore as a key trading hub (p. 2). The SGE has approved…
StoneX Precious Metals Front Desk support deck; covers many areas of influence
Sep 25, 2026
Monetary Policy and Central Bank Actions The FOMC unanimously raised the target federal funds rate by 25 basis points to 3.75%–4.00% on September 16, 2026, framing inflation as persistent (p. 13). The ECB raised all…
Chinese jewellers bought platinum and are now unwinding
Sep 25, 2026
Herewith the link https://www.youtube.com/watch?v=yTq4dQCGqD0&list=PLseYUvaoguNgZ1uZ8iOzlxmmoe4AxgMut&index=1
Analysis of daily loco London precious metal turnover in spot and derivatives, set into the geopolitical, economic and financial context; and what changes in volumes could represent
Sep 11, 2026
Overview and Key Market Drivers (pp. 1-2) Macroeconomic and geopolitical factors heavily influenced the precious metals complex from June to August 2026 (p. 1). Key drivers included a hawkish Federal Reserve, US…
StoneX weekly gold and silver round-up - written for retail clients
Sep 9, 2026
Gold and Silver Price Volatility and Drivers Gold and silver ended the week nearly unchanged but experienced volatile trading ranges (3.3% for gold, 2.6% for silver) driven by shifting expectations for a Federal Reserve…
StoneX video on the movement (or not) of central bank metal - and a comparison with aluminium
Sep 9, 2026
Here is the link - short video 6 mins https://www.youtube.com/watch?v=hoEoBZvaiV0&list=PLseYUvaoguNgZ1uZ8iOzlxmmoe4AxgMut&index=1