Expert Insights
Timely market commentary and in-depth research reports from leading industry experts and institutions.
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StoneX Research · Rhona O'Connell
StoneX video interview on how the bond market will outwit the Treasury
Aug 29, 2026
https://www.youtube.com/watch?v=7HDM3KTq35U
StoneX Research · Rhona O'Connell
Precious Metals Front Desk - metals, economics, financial developments
Aug 29, 2026
US Debt and Bond Market Developments US national debt has reached critical levels, impacting bond and gold markets (p. 9). US debt exceeded $40 trillion for the first time on August 18, 2026, and is close to the…
Metals Focus Research
Key takeaways from Indian conferences: improving sentiment ahead of festivals
Aug 27, 2026
Overview of Indian Precious Metals Market Sentiment The Metals Focus India team attended the India International Jewellery Show (IIJS) and India Gold Conference (IGC) in August 2026, noting improving sentiment ahead of…
StoneX Research · Rhona O'Connell
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…
Metals Focus Research
Metals Focus Asia Quarterly
Aug 21, 2026
Gold Price Trends and Market Drivers Gold prices experienced a 16% peak-to-trough decline in Q2 2026, falling from $4,674 in April to below $4,000 in late June and early July (p. 1). Shipping disruptions in the Strait…
Metals Focus Research
Could energy security strengthen hydrogen’s PGM demand outlook?
Aug 21, 2026
Energy Security and the Hydrogen Outlook Geopolitical disruptions, particularly in the Middle East, have highlighted energy security risks beyond oil and gas, impacting industrial supply chains like ammonia, urea, and…
StoneX Research · Rhona O'Connell
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…
Metals Focus Research
Metals Focus Hedging Summary Q1.2026
Aug 18, 2026
Global Gold Hedging Trends in Q1.26 Gold net de-hedging rate increased, driving the global delta-adjusted hedge book down to its lowest volume since Q4.14 (p. 1). Global forward contracts fell by 642koz q/q to 2,178koz,…
StoneX Research · Rhona O'Connell
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
Metals Focus Research
China’s leading gold demand segment: resilient retail investment
Aug 15, 2026
China's Gold Retail Investment Trends Q2 2026 performance: Gold retail investment fell 7% y/y and 48% q/q to 107t, though it remained robust historically as the third highest Q2 since 2010 (p. 1). Value terms: Driven by…