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StoneXリサーチ · Rhona O'Connell
Chinese jewellers bought platinum and are now unwinding
2026/09/25
Herewith the link https://www.youtube.com/watch?v=yTq4dQCGqD0&list=PLseYUvaoguNgZ1uZ8iOzlxmmoe4AxgMut&index=1
Metals Focusリサーチ
Minor metals rule at New York Platinum Week
2026/09/24
New York Platinum Week and PGM Market Trends Minor platinum group metals (PGMs)—rhodium, ruthenium, and iridium—overshadowed platinum and palladium during New York Platinum Week (p. 1). Rhodium prices rose 34% y/y,…
Metals Focusリサーチ
Publication of the Gold ESG Focus 2026
2026/09/24
Overview of the Gold ESG Focus 2026 Report Released by Metals Focus, the report provides an annual analysis of ESG trends across the gold mining industry using a decade of data from 2016 to 2025 (p. 1, p. 5). The…
Metals Focusリサーチ
Official sector gold demand recovers as diversification drivers persist
2026/09/24
Official Sector Gold Demand Recovery Net central bank gold purchases rebounded strongly in Q2 2026, returning to the average levels seen over 2022–2025 after a sharp drop during the early stages of the Iranian conflict…
StoneXリサーチ · Rhona O'Connell
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
2026/09/11
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リサーチ · Rhona O'Connell
StoneX weekly gold and silver round-up - written for retail clients
2026/09/09
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リサーチ · Rhona O'Connell
StoneX video on the movement (or not) of central bank metal - and a comparison with aluminium
2026/09/09
Here is the link - short video 6 mins https://www.youtube.com/watch?v=hoEoBZvaiV0&list=PLseYUvaoguNgZ1uZ8iOzlxmmoe4AxgMut&index=1
Metals Focusリサーチ
Metals Focus India Focus Monthly
2026/09/08
Market Indicators and Solar Capacity Gold discounts in the Indian local market widened from $24/oz to $90/oz (briefly touching $140/oz) by the end of August 2026, while MCX vault holdings fell to 2t (p. 1). India added…
Metals Focusリサーチ
Market Report on East Asian Gold Investment Demand
2026/09/08
Overview of East Asian Gold Investment Gold remains a vital household savings and investment asset across East Asia, driven by wealth accumulation, inflation, and currency depreciation (p. 3). Retail options have…
StoneXリサーチ · Rhona O'Connell
Warsh opens up (a bit) at Jackson Hole; ECB Minutes support a hike - and much more
2026/09/04
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…