StoneX Research
Par Rhona O'Connell
Market intelligence and research across precious metals and commodities, published by StoneX.
China gold imports; and the mismatch in the supply-demand numbers
25 sept. 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
25 sept. 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
25 sept. 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
11 sept. 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
9 sept. 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
9 sept. 2026
Here is the link - short video 6 mins https://www.youtube.com/watch?v=hoEoBZvaiV0&list=PLseYUvaoguNgZ1uZ8iOzlxmmoe4AxgMut&index=1
Warsh opens up (a bit) at Jackson Hole; ECB Minutes support a hike - and much more
4 sept. 2026
Central Bank Policies and Inflation Outlook Federal Reserve officials and minutes indicate a shift toward more restrictive policy stances (p. 9, p. 17). Kevin Warsh stated at Jackson Hole that forward guidance has…
StoneX video interview on how the bond market will outwit the Treasury
29 août 2026
https://www.youtube.com/watch?v=7HDM3KTq35U
Precious Metals Front Desk - metals, economics, financial developments
29 août 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…
Bonds, basement and US debt (2-minute read)
21 août 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…