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Key TakeawaysGlobal equity markets displayed a mixed performance over the weekend, with European and U.S. indices largely flat or slightly positive, while some Asian markets saw minor declines.Precious metals experienced a notable surge, as Silver climbed by 0.65% to 7842 and Gold advanced by 0.29% to 4979.Crude oil prices faced downward pressure, with US Oil (CL=F) recording a significant drop of 1.21%, settling at 6262.The Euro (EURUSD) showed slight appreciation against the U.S. Dollar, gaining 0.09% to ...

File photo (Picture credit: AP)Markets are focused on the Fed’s policy announcement later in the day, with expectations that the central bank will keep its main interest rate unchanged for now. Traders are, however, looking for signals on the timing of possible rate cuts later this year.South Korean stocks outperformed the region, with the Kospi jumping 1.3 per cent to 5,152.14, a record high. Gains were led by technology shares, including chipmaker SK Hynix, which rose 3 per cent, as per AP.Japan’s Nikkei ...

当前国际金融市场波澜诡谲，黄金价格一路冲高，向5000美元/盎司的高位逼近，1月19日现货黄金已突破4690.88美元/盎司创下历史新高，避险资产属性尽 显；反观美债则风光不再，吸引力持续衰减。尤其在中国再度减持美债、将持仓降至2008年以来最低点后，这一"一热一冷"的格局更引人深思。美国财政正 遭遇前所未有的信任危机，在特朗普政府一系列政策干预下，这场危机正朝着不可逆的方向蔓延。 从普通民众排队抢购黄金，到机构投资者持续加仓，黄金ETF持仓量屡创历史新高，直观反映出市场对这一传统避险资产的强烈渴求。这一现象不仅是对当 前复杂经济形势的本能反应，更释放出清晰信号：市场对美元与美债的信任度正持续下滑，资金正加速逃离美元资产体系。 截至2026年1月，美国十年期美债收益率一度攀升至4.31%，创下9个月新高，三十年期美债收益率亦逼近4.95%，单日跌幅创下年内纪录。作为全球公认的 传统安全资产，美债遭投资者集体抛售，这种流动性的急剧转向，正持续冲击美国经济稳定——美债收益率作为长期贷款利率定价基准，其走高已带动美国 30年期房贷利率突破7.8%，车贷利率上浮10%-30%，进一步加重居民与企业借贷负担。 与此同时 ...

Still, Trump struck a notably bleak tone in his assessment of Canada’s direction (6), arguing that the country is “systematically destroying itself” and warning that its deal with China “will go down as one of the worst deals, of any kind, in history.”Canada’s minister responsible for Canada–U.S. trade, Dominic LeBlanc, has also clarified the situation (5), stating, “There is no pursuit of a free trade deal with China. What was achieved was resolution on several important tariff issues.”“We have no intentio ...

Core Viewpoint - Yields on Treasurys decreased as investors turned to safe-haven assets due to the increasing risk of another U.S. government shutdown ahead of the Federal Reserve's decision [1] Group 1 - The decline in Treasury yields indicates a shift in investor sentiment towards safer investments [1] - The potential government shutdown is contributing to market uncertainty, prompting a flight to quality among investors [1] - The Federal Reserve's upcoming decision is a critical factor influencing market dynamics and investor behavior [1]

Core Insights - Silver prices have reached new highs, driven by increased safe-haven demand amid geopolitical tensions and trade frictions, with a year-to-date gain of approximately 34.47% in January and nearly 220% over the past year, significantly outperforming gold's 78.55% increase [1][10] Group 1: Economic Factors - A decline in the U.S. Dollar Index (DXY) by 0.99% over the past five days and 9.12% over the past year enhances global demand for silver, making it more affordable for international buyers [2] - Anticipation of further Federal Reserve rate cuts in 2026 is expected to weaken the U.S. dollar, making silver more attractive to investors [3] Group 2: Geopolitical Influences - Ongoing geopolitical tensions, including U.S. military actions and trade disputes, have contributed to market volatility and increased interest in safe-haven assets like silver [4][7] Group 3: Industrial Demand - Silver's unique properties make it essential in various industries, including technology and clean energy, with applications ranging from medical equipment to solar power systems and electric vehicles [5][6] Group 4: Investment Opportunities - The performance of silver ETFs has been notable, with iShares Silver Trust (SLV) gaining 147.86% over the past year, abrdn Physical Silver Shares ETF (SIVR) up 148.31%, and Global X Silver Miners ETF (SIL) increasing by 165.93% [12][13][14] - A long-term investment strategy is recommended for those looking to increase exposure to silver, particularly in a volatile market [11]

Core Viewpoint - The current bullish momentum in the precious metals market, particularly gold and silver, is attracting global investor attention, with expectations that key price levels may serve as temporary resistance rather than endpoints by 2026 [1][3]. Gold Market Summary - Gold prices are approaching significant psychological levels of $5000, with analysts raising the average price expectation for this year to $4741.97, a 38% increase from last year, driven by expectations of lower U.S. real interest rates and a dovish Federal Reserve policy [1][3]. - The market anticipates a volatility range for gold this year of $3700, with extreme bullish views suggesting a potential surge to $7150, fueled by geopolitical risk premiums [4]. - Institutions expect 2026 to be a year of heightened global risk aversion, particularly in regions like Latin America, leading to increased asset allocation towards gold [4]. Silver Market Summary - Following a nearly 150% increase in 2025, silver is projected to have the potential to double in 2026, driven by industrial demand from the electrification revolution, semiconductors, and artificial intelligence, despite concerns of the market entering an overbought territory [2][4]. - The smaller market size and lower entry barriers for silver make it more resilient during periods of rising gold prices [2][4]. Platinum Group Metals Outlook - The performance of platinum is expected to surpass that of palladium in the current macro environment characterized by shifting geopolitical themes and diminishing effectiveness of currency hedges [5]. - Precious metals are solidifying their status as core safe-haven assets, with gold targeting $7000 and silver aiming for $150, highlighting the importance of monitoring Federal Reserve policy shifts and geopolitical developments for investment opportunities in the ongoing commodity bull cycle [5].

Core Insights - The iShares MSCI Global Silver and Metals Miners ETF (SLVP) and abrdn Physical Platinum Shares ETF (PPLT) have distinct structures, volatility, and recent performance, with SLVP focusing on mining companies and PPLT tracking platinum prices directly [2][3] Cost & Size Comparison - SLVP has a lower expense ratio of 0.39% compared to PPLT's 0.60%, but PPLT has a significantly larger asset base of $2.86 billion versus SLVP's $843.6 million [4][5] Performance & Risk Metrics - Over the past five years, SLVP experienced a maximum drawdown of -55.56%, while PPLT had a drawdown of -35.73%. The growth of $1,000 over five years was $2,222 for SLVP and $2,133 for PPLT [6] Fund Structure and Holdings - PPLT is designed to closely track platinum prices, avoiding equity risks, and has over $2 billion in assets with a singular focus on platinum market performance [7] - SLVP invests in approximately 30 mining companies, including Hecla Mining, Indust Penoles, and Fresnillo Plc, providing diversification but also introducing company-specific risks [8] Recent Performance Context - Both ETFs have significantly outperformed the market in the past year, with SLVP returning over 200% and PPLT around 135%, driven by rising precious metal prices amid inflation and economic uncertainty [10]

The iShares Silver Trust has already hit a new all-time high in 2026.As investors grow concerned about the economy and the state of the overall stock market, they have been turning elsewhere for safety. Gold is typically seen as a safe asset to hang on to amid turmoil, but lately, it's been silver that has been generating a lot of attention, with its value spiking over the past year.In the past 12 months, the price of silver has nearly tripled. A year ago, it was worth around $30 per ounce. As of Jan. 13, 2 ...