Insights de especialistas
Comentários de mercado oportunos e relatórios de pesquisa aprofundados de especialistas e instituições líderes do setor.
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Pesquisa StoneX · Rhona O'Connell
Chinese jewellers bought platinum and are now unwinding
25 de set. de 2026
Herewith the link https://www.youtube.com/watch?v=yTq4dQCGqD0&list=PLseYUvaoguNgZ1uZ8iOzlxmmoe4AxgMut&index=1
Pesquisa Metals Focus
Minor metals rule at New York Platinum Week
24 de set. de 2026
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,…
Pesquisa Metals Focus
Publication of the Gold ESG Focus 2026
24 de set. de 2026
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…
Pesquisa Metals Focus
Official sector gold demand recovers as diversification drivers persist
24 de set. de 2026
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…
Pesquisa StoneX · 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
11 de set. de 2026
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…
Pesquisa StoneX · Rhona O'Connell
StoneX weekly gold and silver round-up - written for retail clients
9 de set. de 2026
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…
Pesquisa StoneX · Rhona O'Connell
StoneX video on the movement (or not) of central bank metal - and a comparison with aluminium
9 de set. de 2026
Here is the link - short video 6 mins https://www.youtube.com/watch?v=hoEoBZvaiV0&list=PLseYUvaoguNgZ1uZ8iOzlxmmoe4AxgMut&index=1
Pesquisa Metals Focus
Metals Focus India Focus Monthly
8 de set. de 2026
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…
Pesquisa Metals Focus
Market Report on East Asian Gold Investment Demand
8 de set. de 2026
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…
Pesquisa StoneX · Rhona O'Connell
Warsh opens up (a bit) at Jackson Hole; ECB Minutes support a hike - and much more
4 de set. de 2026
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…