Wawasan Pakar

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…

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…

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…

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%…

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…

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%…

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…

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…

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…