专家洞察
来自行业顶尖专家与机构的实时市场点评与深度研究报告。
全部报告
StoneX 研究 · Rhona O'Connell
Front desk support presentation, 8th July
2026年7月9日
Geopolitical and Macroeconomic Developments Renewed US-Iran hostilities have pressured precious metals, with gold dropping towards $4,000 and silver facing resistance above $63 (p. 10). The US revoked its waiver on…
StoneX 研究 · Rhona O'Connell
European Central Bank annual central bankers’ forum, 3 July 2026
2026年7月8日
ECB Policy and Lagarde's Stance Lagarde explained the ECB's unanimous decision to raise rates in response to the Middle East oil shock, citing perfect monetary policy circumstances including rising inflation outlooks…
StoneX 研究 · Rhona O'Connell
Precious Metals Front Desk Presentation, 1 July 2026
2026年7月6日
U.S. Political and Regulatory Developments The U.S. Supreme Court ruled 5:4 against the Trump administration's appeal to overturn the Lisa Cook ruling, confirming that Federal Reserve Governors can only be removed "for…
Metals Focus 研究
Can India’s silver imports recover amid ongoing restrictions?
2026年7月3日
Silver Import Collapse and Market Dynamics India's silver imports fell to 47t in May 2026, the lowest monthly figure since July 2023 (p. 1). Total silver bullion imports for January to May 2026 stood at 1,837t, a 16%…
Metals Focus 研究
Will the Turkish gold retail investment recover in H2.26?
2026年7月3日
Turkish Gold Retail Investment Trends Historical Volatility and Economic Drivers Retail investment in small bars and coins rose from 61t in 2021 to a record 150t in 2023, before declining to 71t in 2025 (p. 1). Demand…
Metals Focus 研究
Diverging Investment Convictions Emerge Across Platinum and Palladium
2026年6月25日
Precious Metals Weekly · Issue 662 · 25 June 2026 Metals Focus examines how platinum and palladium — which have tracked a broadly similar price path since their record highs in late January, correcting 36% and 38%…
Metals Focus 研究
Physical Demand Trends from the June IPMI and JCK Conferences
2026年6月17日
Precious Metals Weekly · Issue 661 · 17 June 2026 Metals Focus reports back from two key June gatherings — JCK Las Vegas (jewellery) and the IPMI 50th Annual Conference in Orlando (the wider supply chain) — held against…
Metals Focus 研究
Gold Miners Remain Disciplined Amid Record Cash Flow
2026年6月10日
Precious Metals Weekly · Issue 660 · 10 June 2026 The Metals Focus Gold Peer Group Analysis shows the world's leading gold miners generated record free cash flow of US$25.8bn in 2025 — nearly three times the US$9.2bn of…
Metals Focus 研究
Will the Government's Recent Policy Move Impede Jewellery Exports?
2026年5月1日
India Focus Monthly · Issue 124 · May 2026 Following a 9% gold import-duty hike on 13 May, India's Directorate General of Foreign Trade tightened the Advance Authorisation (AA) scheme that lets exporters import gold…