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StoneX 研究 · Rhona O'Connell
StoneX gold and silver round-up, written for retail clients
2026年7月28日
Market Outlook and Macroeconomic Factors Gold and silver are expected to remain in narrow trading ranges, with downside risks continuing to loom in the background (p. 1). The US 10-year bond yield eased to 4.3%…
Metals Focus 研究
Ruthenium and Iridium: Structural Market Tightness in the Era of AI
2026年7月23日
Supply Dynamics of Ruthenium and Iridium Global primary production is highly constrained and inelastic, with annual output limited to 872-915koz for ruthenium and 231-249koz for iridium (p. 1). Almost all supply is…
StoneX 研究 · Rhona O'Connell
StoneX video on gold and silver latest - don't be fooled by the "low" US June CPI
2026年7月22日
This is the link to the broadcast (six minutes in length); https://www.youtube.com/watch?v=Q1 qcfJJUvY
StoneX 研究 · Rhona O'Connell
Weekly gold and silver round-up, written for retail clients
2026年7月21日
Market Outlook and Regional Demand Dynamics Downside risks persist for precious metals, with narrow trading ranges expected to continue (p. 1). Far East retail buying is offset by sales elsewhere in the region,…
Metals Focus 研究
Gold Peer Group Analysis Q1.26
2026年7月16日
Production and Cost Statistics Equivalent gold production continued its long-term decline, falling 8% quarter-on-quarter (q/q) and 3% year-on-year (y/y) to 6.5Moz in Q1.26 (p. 4, p. 6). The decline was primarily driven…
Metals Focus 研究
ASGM: An Increasingly Strategic Source of Gold Supply
2026年7月16日
Global Growth of Artisanal and Small-Scale Gold Mining (ASGM) ASGM has become an increasingly important source of global gold supply, with its share of global mine production rising from 20% in 2016 to an estimated 24%…
StoneX 研究 · Rhona O'Connell
StoneX video interview on the Outlook for the Precious Metals Sector
2026年7月15日
This was recorded earlier this week in our StoneX TV studio in London, looking at the major precious metals, setting the scene and looking both backwards and forward. The duration is just over eight minutes; here is the…
StoneX 研究 · Rhona O'Connell
Solar cells; silver under attack from three sides
2026年7月13日
Longi Green Energy's Transition to Copper-Based Solar Cells (p. 2) Longi announced in January that it would begin mass production of copper-based solar cells in Q2 2026 to reduce reliance on high and volatile silver…
StoneX 研究 · Rhona O'Connell
Fed Minutes June 26
2026年7月13日
Key Shifts in Federal Reserve Policy Outlook The focus of the Federal Reserve shifted from when monetary easing might begin to whether further tightening might be necessary (p. 1). There is heightened concern that…
Metals Focus 研究
Gold to remain range-bound in the short- term as rate hike expectations persist
2026年7月9日
Gold Price Outlook and Macroeconomic Drivers Gold is expected to remain range-bound in the short term and consolidate over the summer (p. 1, p. 5). Expectations of at least one Fed rate hike before end-2026 persist,…