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
Front desk support presentation, 8th July
Jul 9, 2026
Geopolitical and Macroeconomic Developments Renewed US-Iran hostilities have pressured precious metals, with gold dropping towards $4,000 and silver facing resistance above $63 (p. 10). The US revoked its waiver on…
StoneX Research · Rhona O'Connell
European Central Bank annual central bankers’ forum, 3 July 2026
Jul 8, 2026
ECB Policy and Lagarde's Stance Lagarde explained the ECB's unanimous decision to raise rates in response to the Middle East oil shock, citing perfect monetary policy circumstances including rising inflation outlooks…
StoneX Research · Rhona O'Connell
Precious Metals Front Desk Presentation, 1 July 2026
Jul 6, 2026
U.S. Political and Regulatory Developments The U.S. Supreme Court ruled 5:4 against the Trump administration's appeal to overturn the Lisa Cook ruling, confirming that Federal Reserve Governors can only be removed "for…
Metals Focus Research
Can India’s silver imports recover amid ongoing restrictions?
Jul 3, 2026
Silver Import Collapse and Market Dynamics India's silver imports fell to 47t in May 2026, the lowest monthly figure since July 2023 (p. 1). Total silver bullion imports for January to May 2026 stood at 1,837t, a 16%…
Metals Focus Research
Will the Turkish gold retail investment recover in H2.26?
Jul 3, 2026
Turkish Gold Retail Investment Trends Historical Volatility and Economic Drivers Retail investment in small bars and coins rose from 61t in 2021 to a record 150t in 2023, before declining to 71t in 2025 (p. 1). Demand…
Metals Focus Research
Diverging Investment Convictions Emerge Across Platinum and Palladium
Jun 25, 2026
Precious Metals Weekly · Issue 662 · 25 June 2026 Metals Focus examines how platinum and palladium — which have tracked a broadly similar price path since their record highs in late January, correcting 36% and 38%…
Metals Focus Research
Physical Demand Trends from the June IPMI and JCK Conferences
Jun 17, 2026
Precious Metals Weekly · Issue 661 · 17 June 2026 Metals Focus reports back from two key June gatherings — JCK Las Vegas (jewellery) and the IPMI 50th Annual Conference in Orlando (the wider supply chain) — held against…
Metals Focus Research
Gold Miners Remain Disciplined Amid Record Cash Flow
Jun 10, 2026
Precious Metals Weekly · Issue 660 · 10 June 2026 The Metals Focus Gold Peer Group Analysis shows the world's leading gold miners generated record free cash flow of US$25.8bn in 2025 — nearly three times the US$9.2bn of…
Metals Focus Research
Will the Government's Recent Policy Move Impede Jewellery Exports?
May 1, 2026
India Focus Monthly · Issue 124 · May 2026 Following a 9% gold import-duty hike on 13 May, India's Directorate General of Foreign Trade tightened the Advance Authorisation (AA) scheme that lets exporters import gold…