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StoneXリサーチ · Rhona O'Connell
StoneX video interview on how the bond market will outwit the Treasury
2026/08/29
https://www.youtube.com/watch?v=7HDM3KTq35U
StoneXリサーチ · Rhona O'Connell
Precious Metals Front Desk - metals, economics, financial developments
2026/08/29
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…
Metals Focusリサーチ
Key takeaways from Indian conferences: improving sentiment ahead of festivals
2026/08/27
Overview of Indian Precious Metals Market Sentiment The Metals Focus India team attended the India International Jewellery Show (IIJS) and India Gold Conference (IGC) in August 2026, noting improving sentiment ahead of…
StoneXリサーチ · Rhona O'Connell
Bonds, basement and US debt (2-minute read)
2026/08/21
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…
Metals Focusリサーチ
Metals Focus Asia Quarterly
2026/08/21
Gold Price Trends and Market Drivers Gold prices experienced a 16% peak-to-trough decline in Q2 2026, falling from $4,674 in April to below $4,000 in late June and early July (p. 1). Shipping disruptions in the Strait…
Metals Focusリサーチ
Could energy security strengthen hydrogen’s PGM demand outlook?
2026/08/21
Energy Security and the Hydrogen Outlook Geopolitical disruptions, particularly in the Middle East, have highlighted energy security risks beyond oil and gas, impacting industrial supply chains like ammonia, urea, and…
StoneXリサーチ · Rhona O'Connell
StoneX Precious Metals Front Desk presentation 19th August
2026/08/20
Global Precious Metals Market Dynamics Gold prices have risen sharply, driven primarily by financial flows and futures-market activity rather than physical shortages (p. 2, p. 3, p. 5). Gold ETF holdings reversed…
Metals Focusリサーチ
Metals Focus Hedging Summary Q1.2026
2026/08/18
Global Gold Hedging Trends in Q1.26 Gold net de-hedging rate increased, driving the global delta-adjusted hedge book down to its lowest volume since Q4.14 (p. 1). Global forward contracts fell by 642koz q/q to 2,178koz,…
StoneXリサーチ · Rhona O'Connell
Short video on the Fed, gold supply, Indian silver demand
2026/08/18
Please see this short video on the latest action in the gold and silver markets https://www.youtube.com/watch?v=EytEAu3559A&list=PLseYUvaoguNgZ1uZ8iOzlxmmoe4AxgMut&index=1
Metals Focusリサーチ
China’s leading gold demand segment: resilient retail investment
2026/08/15
China's Gold Retail Investment Trends Q2 2026 performance: Gold retail investment fell 7% y/y and 48% q/q to 107t, though it remained robust historically as the third highest Q2 since 2010 (p. 1). Value terms: Driven by…