Silver moves quickly. In 2025 it rose more than 150% while gold climbed roughly 66%. In prior cycles silver has also crashed just as dramatically. That pattern reflects the market’s structure—most importantly, its size. The most important factor? Size. How Big is the Gold Market Compared to the Silver Market? Gold’s total above-ground stock is … Read more

Gold’s rally has continued into 2025, with prices up more than 25% and the metal on track for a third consecutive year of double-digit gains — a streak not seen since the mid-2000s. This strong performance has diverged from traditional drivers, as gold has not followed the usual relationship with real yields or the U.S. … Read more

The data are clear: after reviewing multiple consultancy reports, the silver market has moved into a genuine supply/demand imbalance. The current structure of the market sets the stage for a potential crunch if trends continue. Silver has traded in a range for about five years, but beneath that sideways price action a structural shortage has … Read more

Despite recent US policy changes that reduce federal electric vehicle targets, industry experts remain confident in continued strong demand for critical minerals. Global EV adoption is growing rapidly, and the momentum—especially in key markets such as China—supports sustained demand for batteries, raw materials and associated supply chains. The policy shift has prompted short-term market reactions, … Read more

Federal Reserve Chair Jerome Powell confronts a pivotal moment at Friday’s Jackson Hole symposium as he weighs competing pressures from the White House, markets and the economy. President Donald Trump has intensified calls for steep rate cuts — urging the Fed to lower the federal funds rate toward 1% — while many investors anticipate a … Read more

Yes. The 60/40 portfolio no longer provides the diversification it once did, central banks bought 863 tonnes of gold in 2025—nearly double their pre-2022 pace—and fiscal trends continue to erode the purchasing power of fiat currencies. A 5–15% allocation to gold remains justified, and the forces supporting that allocation have only become more pronounced. In … Read more

Federal Reserve Governor Michelle Bowman indicated Monday that she could support cutting interest rates as soon as the July 29-30 policy meeting if inflation remains under control. Speaking in Prague, Bowman said moving policy rates closer to a “neutral” level would help sustain a healthy labor market and economic balance. Her remarks follow a similar … Read more

Gold prices recovered above $3,300 per ounce after posting their first back-to-back weekly declines of the year. Market participants are focused on the Federal Reserve’s upcoming interest-rate decision and watching developments in U.S.-China trade relations for cues that could influence safe-haven demand. Even with the recent pullback, gold has had a strong 2025 performance, rising … Read more

President Trump announced a new, wide-ranging tariff plan that combines a universal 10% duty on all imported goods with higher, targeted “reciprocal” tariffs on specific trading partners. Under the proposal, China would face the largest total rate at 54%—an added 34% levy on top of an existing 20% duty—while the European Union would see a … Read more

A senior White House official has disclosed that the U.S. government is considering using part of its gold holdings to build a meaningful position in Bitcoin. Bo Hines, executive director of the President’s Council of Advisers on Digital Assets, said in a recent interview that realizing gains from the nation’s gold reserves could create a … Read more