StoneX Research
Oleh Rhona O'Connell
Market intelligence and research across precious metals and commodities, published by StoneX.
StoneX video on gold and silver latest - don't be fooled by the "low" US June CPI
22 Jul 2026
This is the link to the broadcast (six minutes in length); https://www.youtube.com/watch?v=Q1 qcfJJUvY
Weekly gold and silver round-up, written for retail clients
21 Jul 2026
Market Outlook and Regional Demand Dynamics Downside risks persist for precious metals, with narrow trading ranges expected to continue (p. 1). Far East retail buying is offset by sales elsewhere in the region,…
StoneX video interview on the Outlook for the Precious Metals Sector
15 Jul 2026
This was recorded earlier this week in our StoneX TV studio in London, looking at the major precious metals, setting the scene and looking both backwards and forward. The duration is just over eight minutes; here is the…
Solar cells; silver under attack from three sides
13 Jul 2026
Longi Green Energy's Transition to Copper-Based Solar Cells (p. 2) Longi announced in January that it would begin mass production of copper-based solar cells in Q2 2026 to reduce reliance on high and volatile silver…
Fed Minutes June 26
13 Jul 2026
Key Shifts in Federal Reserve Policy Outlook The focus of the Federal Reserve shifted from when monetary easing might begin to whether further tightening might be necessary (p. 1). There is heightened concern that…
Front desk support presentation, 8th July
9 Jul 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…
European Central Bank annual central bankers’ forum, 3 July 2026
8 Jul 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…
Precious Metals Front Desk Presentation, 1 July 2026
6 Jul 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…