Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk on Saturday warned that China's reported move to restrict exports of silver starting in January is "not good."Musk's ApprehensionMusk expressed his apprehension in a post on the social media platform X, saying, "Silver is needed in many industrial processes," highlighting the importance of silver in various manufacturing sectors.Spot silver prices hovered at $79.16 per troy ounce on Saturday, notching a new all-time high after soaring by 10%.See Also: SHIB’s $1 Dream C ...

Core Viewpoint - The global precious metals market has experienced a historic surge, with silver prices rising by 10% and nearing 20 yuan per gram, while gold has reached a new high of $4549 per ounce, indicating a significant increase in investment interest and market activity [2][12][18]. Price Movements - Silver prices have surged to $79.329 per ounce, marking a year-to-date increase of approximately 174.62% [2][5]. - Platinum has also seen a substantial rise, with prices reaching $2459.50 per ounce, reflecting a year-to-date increase of 172.07% [2]. - Gold prices have increased to $4532.505 per ounce, with a year-to-date rise of 72.72% [2][12]. Market Reactions - Investors have reported significant gains, with some individuals claiming to have made 180,000 yuan overnight due to the price surge [7][11]. - The demand for silver has intensified, with reports of increased purchases and a sense of urgency among buyers, leading to a "frenzy" in the market [12][18]. Factors Driving Price Increases - Analysts attribute the price surge to multiple factors, including a 10% decline in the US dollar index, renewed interest rate cuts by the Federal Reserve, and structural shortages in the silver market [18][19]. - Industrial demand for silver, particularly from sectors like solar energy and electric vehicles, is contributing to the tight supply situation [18][19]. - Speculative trading and a liquidity crisis in global markets have further exacerbated the price volatility [18][19]. Future Outlook - Analysts predict that precious metals will maintain a bullish trend due to ongoing challenges in the US dollar's credibility and potential supply shortages in silver [19]. - The upcoming political landscape in the US, including the midterm elections, may influence monetary policy and further impact precious metal prices [19].

ETF资金流向同样至关重要。全球最大的贵金属ETF，由State Street Corp.管理的SPDR Gold Trust，其黄 金持仓今年以来增长已超过20%，成为本轮金价再创新高的重要推手。 白银的涨势甚至更为猛烈。市场在10月经历历史性"逼空"后，主要交易中心的供应错配问题仍未完全缓 解，叠加投机资金持续流入，推动银价加速上行。伦敦金库自10月以来吸引大量白银流入，但全球可迅 速交割的白银库存仍高度集中在纽约，交易员正密切关注美国商务部对关键矿产进口是否构成国家安全 风险的调查结果，该审查可能为关税或贸易限制铺路。 现货黄金一度上涨1.6%，站上每盎司4,540美元上方；现货白银连续第五个交易日走高，大涨超10%， 突破每盎司79美元关口。铂金同样表现抢眼，价格首次突破每盎司2,400美元，为自1987年有统计数据 以来的新高。 分析人士指出，避险需求是推动本轮上涨的重要动力。 Sky Links Capital Group首席执行官Daniel Takieddine表示，地缘紧张局势持续强化了黄金和白银等避险 资产的吸引力，而年末流动性偏低则进一步放大了价格波动。 与此同时，美元走弱也为贵金属提供 ...

Group 1: Market Performance - Precious metals have experienced a historic rally at the end of the year, driven by escalating geopolitical tensions, a weakening dollar, and low market liquidity [1][3] - Gold prices surged to over $4,540 per ounce, while silver rose more than 10% to surpass $79 per ounce, and platinum reached a record high of over $2,400 per ounce [1][3] - Year-to-date, gold has increased by approximately 70%, and silver has risen over 150%, both on track for their best annual performance since 1979 [3][4] Group 2: Driving Factors - Increased demand for safe-haven assets, particularly gold and silver, has been a significant driver of the recent price increases due to geopolitical uncertainties, including U.S. actions against Venezuela and military operations against ISIS [3][4] - The weakening of the U.S. dollar, which fell 0.7% this week, has also supported precious metals, as their prices are typically inversely related to the dollar's strength [3][4] - Central bank purchases, inflows into exchange-traded funds (ETFs), and the Federal Reserve's interest rate cuts have contributed to the bullish trend in precious metals [3][4] Group 3: Supply and Demand Dynamics - The global largest precious metal ETF, SPDR Gold Trust, has seen its gold holdings increase by over 20% this year, significantly influencing the recent price highs [4] - Silver's price surge is attributed to a supply mismatch following a historic short squeeze in October, with ongoing speculative inflows exacerbating the situation [4][5] - Platinum has seen a price increase of over 40% this month, driven by strong physical demand and a projected global supply deficit for the third consecutive year, primarily due to disruptions in South Africa [5]

The safe-haven trade in precious metals is showing little sign of cooling, with gold, silver, and platinum extending gains into Friday’s session. Gold futures climbed ~1.6% to trade above the $4,500 level, while silver jumped more than 3% amid tight physical markets and strong industrial demand. Platinum also traded near the upper end of its recent range as supply constraints continued to support prices. Precious metals are rallying due to a "perfect storm" of heightened geopolitical uncertainty, expecta ...

Group 1: Federal Reserve Leadership and Rate Trajectory - The upcoming change in Fed chair leadership in 2026 is significant for the rate trajectory and overall macroeconomic environment [1][2][3] - A dovish Fed chair may lead to potential rate cuts, but it is unlikely that rates will drop to 1% or 2% [2][4] - The new Fed chair's ability to influence the committee's stance on rates is crucial, as they only have one vote and need committee support for major changes [3][4] Group 2: Inflation Concerns and Economic Data - Inflation has taken a backseat recently, but its potential resurgence in 2026 remains uncertain [5][6] - Current inflation data may be distorted, complicating predictions for future inflation trends [7][8] - The impact of tariffs on inflation is still unclear, with opinions divided on whether they will have a lasting effect [14] Group 3: Market Dynamics and Economic Indicators - The oil and gas market shows signs of flagging inflation, while precious metals are reaching record highs, indicating mixed signals in the economy [11][12] - The Fed's balance sheet expansion is not intended to be stimulative but may have stimulative effects on the economy [13] - Lower interest rates could benefit housing and reduce the interest burden on U.S. Treasury debt, positively impacting the real economy [22][25]

Group 1 - The Hecht Commodity Report is a comprehensive source for commodities analysis, covering over 29 different commodities and providing various market calls and trading recommendations [1] - As of December 26, 2025, gold was identified as the worst-performing precious metal among those traded on the CME's COMEX and NYMEX divisions, while silver was priced at $76.50 per ounce [2] - The author, Andrew Hecht, has extensive experience in commodities and precious metals, running a well-regarded investing group that offers actionable ideas for traders [2] Group 2 - The report includes bullish, bearish, and neutral calls, along with directional trading recommendations for investors [1] - The author maintains positions in commodities markets, including futures, options, and commodity equities, indicating active engagement in the market [4]

Whales with a lot of money to spend have taken a noticeably bearish stance on Wheaton Precious Metals.Looking at options history for Wheaton Precious Metals (NYSE:WPM) we detected 10 trades.If we consider the specifics of each trade, it is accurate to state that 30% of the investors opened trades with bullish expectations and 40% with bearish.From the overall spotted trades, 2 are puts, for a total amount of $55,730 and 8, calls, for a total amount of $445,000.What's The Price Target?Based on the trading ac ...

Core Insights - Gold and silver have reached historic highs, with gold surpassing $4,500 an ounce and silver exceeding $75 for the first time, driven by expectations of Federal Reserve rate cuts, a declining US dollar, and rising global tensions [1][10][16] Market Performance - Gold has increased approximately 73% for the year, marking its strongest annual performance since 1979, while silver has surged by 150% to 160%, significantly outpacing gold's gains [4][16] - Spot gold reached a record high of $4,530.60 an ounce earlier in the session before stabilizing above the $4,500 mark [2][14] Economic Factors - The anticipated pivot of the Federal Reserve towards an easing cycle, including interest rate cuts, has reduced the opportunity cost of holding non-yielding assets like gold, making it more attractive compared to bonds and cash [5] - A weaker US dollar has further enhanced gold's appeal, making it cheaper for international buyers and driving global demand [5] Geopolitical Influences - Increased safe-haven buying has been observed due to rising geopolitical risks, including tensions in Venezuela, instability in the Middle East, the war in Eastern Europe, and recent US military actions in Nigeria [6] Central Bank Activity - Central banks, particularly in China, India, and Poland, have aggressively accumulated gold, purchasing over 1,000 metric tons for the third consecutive year, indicating a strategic shift to diversify reserves away from the dollar [12]

U.S. stock market cooled on Friday, Dec. 26, as investors stepped back after a strong pre-Christmas rally. Following a record-breaking Christmas Eve session, the Dow Jones Industrial Average fell 96.62 points, or 0.20%, to 48,634.54. This cooling period is common during the final trading week of the year, characterized by lower trading volumes and investor rebalancing. While the S&P 500 slipped a marginal 0.07% to 6,927.29, the tech-heavy Nasdaq Composite remained nearly flat, shedding just 0.21 points to ...