StoneX Research
Oleh Rhona O'Connell
Market intelligence and research across precious metals and commodities, published by StoneX.
StoneX weekly gold and silver round-up and outlook; written for the retail sector
3 Nov 2026
Market Overview and Price Movements Precious metals experienced sharp declines before attracting buy-side interest at lower levels (p. 1). Gold fell briefly below $3,900/oz and stood at $4,018.10/oz on November 2, down…
FOMC Statement comparison; Warsh Presser and Q&A
30 Okt 2026
Changes to the FOMC meeting schedule starting next fall reserve specific meetings for long-term strategy (p. 1). The FOMC will maintain eight meetings per year, introducing non-voting strategy meetings in 2027 (one…
Gold tokenisation; World Gold Council / Boston Consulting Group extensive survey; we pull out the key points
29 Okt 2026
Overview of the Digital Gold Study and Market Position A World Gold Council (WGC) and Boston Consulting Group (BCG) study surveyed over 12,000 retail investors across 12 countries and interviewed 20 experts between July…
Indian Government reportedly allows fresh silver import quotas. We assess the significance to this major silver market
27 Okt 2026
India's Silver Import Quotas and Domestic Market Impact The Indian government reported releasing 6,000t in silver import quotas over six months to ease domestic market conditions (p. 2). Import duties were raised in May…
US CPI, PPI, Beige Book - expect higher-for-longer inflation
19 Okt 2026
The widening differential between PPI and CPI creates financial strain, forcing producers to choose between passing rising costs to consumers or accepting reduced margins (p. 1, p. 2). US Consumer Confidence dropped to…
LBMA daily turnover for PM in spot and derivatives, with economic/financial/geopolitical background context
14 Okt 2026
Macroeconomic Drivers and General Market Performance All four precious metals recorded price losses in September 2026, pressured by rising bond yields, a stronger dollar, and hawkish Federal Reserve expectations…
Background details on the LBMA litigation that starts today 7th October. This is merely factual and expresses no opinion from either StoneX or Watchgold
7 Okt 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
2 Okt 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
30 Sep 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
30 Sep 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…