What's New

Gold and silver rose as easing oil prices reduced immediate inflation concerns linked to disruption in the Strait of Hormuz. Silver outperformed gold, while elevated US Treasury yields and a firm US Dollar limited bullion’s gains. This update explores geopolitical developments, interest-rate expectations, mixed equity market performance and the upcoming US economic data that could influence precious metals prices.

Investment returns to physically backed gold ETFs as European funds lead a recovery in global buying following March’s withdrawals. Rising holdings point to renewed interest, although stronger currencies and higher yields continue to create an uneven backdrop. This article examines regional investment flows, explains the difference between physical holdings and assets under management, and explores how ETF activity fits within the wider gold market alongside central bank purchases, jewellery and physical bullion demand.

Silver demand exceeds supply for a fifth consecutive year as stronger bar and coin buying contrasts with lower industrial consumption. Changes in solar manufacturing, including efforts to reduce silver use, reshape demand even as electrification and technology applications continue to support the metal. This article explores the latest supply and demand figures, explains how market deficits draw on existing inventories, and examines the investment and manufacturing trends influencing the outlook for 2026.

The Reserve Bank of Australia raises its cash rate to 3.85% as stronger demand and renewed inflation pressures prompt a change in policy. For bullion investors, the decision brings interest-bearing returns and Australian Dollar movements into focus. This article examines the reasons behind the increase, explains how rates and exchange rates influence local gold prices, and considers why a rate rise alone does not determine the direction of the bullion market.

Global gold demand reaches a record as investors increase their exposure through exchange-traded funds, physical bars and coins. Strong investment activity and continued central bank purchases contrast with weaker jewellery consumption, highlighting how different buyers respond to higher prices. This article explores the latest annual demand figures, the distinction between physical consumption and spending, and the factors shaping gold’s investment outlook as 2026 begins.

The Federal Reserve cuts rates as employment risks increase and inflation remains elevated. Explore the competing policy pressures and their relevance to gold.

Gold ETFs attract their strongest first-half inflows since 2020. Rising holdings and higher prices lift assets under management, with Australian funds also reaching records.

The RBA lowers its cash rate to 3.85% as inflation risks become more balanced. Explore how interest rates and Australian Dollar movements influence local bullion prices.

Industrial silver demand reaches another record as solar energy, electrification and electronics expand. Explore why the market remains in deficit despite lower overall consumption.

Gold breaks US$3,000 as trade tensions and economic uncertainty fuel safe-haven demand. Central bank buying and rate-cut expectations support the rally.