Expert Insights
Timely market commentary and in-depth research reports from leading industry experts and institutions.
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Metals Focus Research
Turkey’s gold market: jewellery pressures deepen as investment demand cools
Oct 9, 2026
Turkey's gold jewellery industry is facing deepening pressures from weak export orders, rising production costs, and declining competitiveness (p. 1). Fabrication and export challenges have severely impacted production…
Metals Focus Research
Gold Peer Group Analysis Q2.26
Oct 8, 2026
Production and Cost Statistics Equivalent gold production for the peer group rose 1% quarter-on-quarter to 6.6Moz, but fell 5% year-on-year, continuing a long-term decline in industry output (p. 4, p. 6).…
StoneX Research · Rhona O'Connell
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…
Metals Focus Research
Publication of Precious Metals Investment Focus 2026/2027
Oct 5, 2026
Launch of the Precious Metals Investment Focus 2026/2027 Report Metals Focus launched its flagship annual report on gold, silver, and platinum group metals (PGMs) at the LBMA/LPPM Conference in Sorrento (p. 1). The…
Metals Focus Research
Metals Focus India Focus Monthly
Oct 2, 2026
Precious Metals Market Performance Gold prices hit a seven-week low of Rs.145,991/10g, representing an 11% drop from the August peak of Rs.164,773/10g (p. 1). Domestic gold discounts narrowed to $28/oz, compared to…
StoneX Research · Rhona O'Connell
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…
StoneX Research · Rhona O'Connell
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…
StoneX Research · Rhona O'Connell
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…
StoneX Research · Rhona O'Connell
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 Research · Rhona O'Connell
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…