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StoneXリサーチ · Rhona O'Connell
StoneX Precious Metals Front Desk weekly presentation; Trump having another crack at Lisa Cook
2026/08/14
Precious Metals Market Dynamics and Performance Gold and silver experienced a sharp rally following weaker-than-expected US employment data, with gold testing $4,400 and silver trading around $65 (p. 9). Technical…
StoneXリサーチ · Rhona O'Connell
Short video on last week's action; this week's US numbers
2026/08/11
Please find the link here https://www.youtube.com/watch?v=b5gOZlNaTA8
StoneXリサーチ · Rhona O'Connell
Gold and silver roundup written for retail clients; Nonfarm headline number may be misleading
2026/08/11
US Employment and Economic Outlook The US Nonfarm payrolls fell by 23,000 jobs, contrary to expectations of an 80,000+ gain, triggering a sharp rally in gold (above $4,300) and silver (around $64) (p. 1). The job loss…
StoneXリサーチ · Rhona O'Connell
Short video from Rhona on silver's foibles
2026/08/07
Please find the link here https://www.youtube.com/watch?v=0KOu4J8cUIo&list=PLseYUvaoguNgZ1uZ8iOzlxmmoe4AxgMut&index=2
StoneXリサーチ · Rhona O'Connell
StoneX Precious Metals Front Desk presentation
2026/08/07
Precious Metals Market Trends and Performance Gold and silver remain range-bound with downside risks (p. 9). Gold is constrained between $4,000 and $4,200, while silver hovers below $60 (p. 9). Physical demand in India…
Metals Focusリサーチ
Silver under pressure as Fed repricing and physical weakness take hold
2026/08/06
Macroeconomic Headwinds and US Monetary Policy The US-Iran conflict and rising energy prices have fueled inflation expectations, prompting a reassessment of US monetary policy (p. 1). Markets now price in at least one…
Metals Focusリサーチ
Will the premiums in the Indian silver market sustain amid the new licensing regime?
2026/08/01
Gold and EV Market Highlights (June 2026) Indian gold bullion imports fell to 19.8t, marking the lowest monthly total since April 2023 (p. 1). Gold ETPs in India added 2.5t, bringing total holdings to 119t (p. 1).…
Metals Focusリサーチ
What the silver mining M&A boom means for global silver supply
2026/07/30
Silver Mining M&A Boom (2024–2025) M&A activity accelerated sharply with transaction values rising to $14.3bn across 2024 and 2025, compared to $244m in the preceding five years (p. 1). The boom was driven by a small…
StoneXリサーチ · Rhona O'Connell
StoneX Precious Metals front desk deck 072926
2026/07/30
Precious Metals Market Trends and Performance Retail investment activity remains quiet, with Dubai trading at a $100 (2%) discount to loco London and Shanghai premiums slipping toward neutral (p. 9). Silver demand in…
StoneXリサーチ · Rhona O'Connell
China's gold - do the numbers add up?
2026/07/28
Developments in Asian Gold Markets Hong Kong is trialling gold clearing in partnership with the Shanghai Gold Exchange (SGE) to compete with Singapore as a key trading hub (p. 2). The SGE approved the Hong Kong Precious…