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
StoneX Precious Metals Front Desk weekly presentation; Trump having another crack at Lisa Cook
14 de ago. de 2026
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…
Pesquisa StoneX · Rhona O'Connell
Short video on last week's action; this week's US numbers
11 de ago. de 2026
Please find the link here https://www.youtube.com/watch?v=b5gOZlNaTA8
Pesquisa StoneX · Rhona O'Connell
Gold and silver roundup written for retail clients; Nonfarm headline number may be misleading
11 de ago. de 2026
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…
Pesquisa StoneX · Rhona O'Connell
Short video from Rhona on silver's foibles
7 de ago. de 2026
Please find the link here https://www.youtube.com/watch?v=0KOu4J8cUIo&list=PLseYUvaoguNgZ1uZ8iOzlxmmoe4AxgMut&index=2
Pesquisa StoneX · Rhona O'Connell
StoneX Precious Metals Front Desk presentation
7 de ago. de 2026
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…
Pesquisa Metals Focus
Silver under pressure as Fed repricing and physical weakness take hold
6 de ago. de 2026
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…
Pesquisa Metals Focus
Will the premiums in the Indian silver market sustain amid the new licensing regime?
1 de ago. de 2026
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).…
Pesquisa Metals Focus
What the silver mining M&A boom means for global silver supply
30 de jul. de 2026
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…
Pesquisa StoneX · Rhona O'Connell
StoneX Precious Metals front desk deck 072926
30 de jul. de 2026
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…
Pesquisa StoneX · Rhona O'Connell
China's gold - do the numbers add up?
28 de jul. de 2026
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…