Market Overview - Silver has recently reached historical highs, indicating a significant upward trend in its market value, alongside gold also breaking records [1] - This price movement is viewed as a sustained trend rather than a temporary spike, suggesting a robust market environment for silver [1] Analyst Perspective - The analysis is conducted from the viewpoint of an economist and independent investor based in Argentina, providing insights into macroeconomic dynamics and company-level valuations [1] - The focus is on identifying long-term investment opportunities, particularly in underfollowed companies and structural stories within leading firms [1]

The Global X Silver Miners ETF (NYSEARCA: SIL) delivered 158% returns in 2025 while the S&P 500 gained 15%. ...

Group 1: Market Overview - The article provides an analysis of the silver market, focusing on the Silver Spot price in US Dollars, which is a key indicator for investors in precious metals [1] - It highlights the performance of Wheaton Precious Metals Corp, noting its significant role in the silver mining sector and its impact on market dynamics [1] - The analysis includes insights on Industrias Penoles Sab De CV, emphasizing its production capabilities and market positioning within the silver industry [1] Group 2: Investment Vehicles - The article discusses the Global X Silver Miners ETF, which offers investors exposure to a diversified portfolio of silver mining companies, reflecting the overall trends in the silver market [1] - It outlines the potential benefits of investing in silver-related assets, particularly in the context of current market conditions and economic factors influencing silver prices [1]

Group 1 - The Global X Silver Miners ETF (NYSEARCA: SIL) is a passive, rules-based fund that aims to track the performance of publicly traded companies involved in silver mining, exploration, and refining [1] - The ETF follows the Solactive Global Silver Index, which includes various companies in the silver mining sector [1] - The focus is primarily on small- to mid-cap companies, which are often overlooked by many investors, while also considering large-cap names for a broader market perspective [1]

【华通白银网9月2日讯】•在降息希望和地缘政治风险的推动下，黄金白银大幅上涨。 •经济数据支撑美联储降息预期。 •机构对白银的兴趣正在增长，尤其是沙特央行。 黄金和白银价格在9月的第一个交易日大幅上涨，因为降息希望在周一提振了投资者的情绪。 纽约商品交易所12月黄金合约触及3,556.87美元/盎司的纪录高位。纽约商品交易所12月白银期货触及41.638美元/盎司的逾14年高位。 交易员们预计，尽管通胀迹象持续存在，但美联储本月仍将降息。 FXStreet编辑Haresh Menghani在一份报告中表示："这一前景将美元拖回8月月度摆动高点附近，并为无息黄金形成推动力。" 经济数据 美国经济分析局上周五公布的7月份年度美国个人消费支出（PCE）价格指数保持在2.6%不变。 此外，核心个人消费支出价格指数（不包括波动较大的食品和能源部门）在报告月份小幅上升至2.9%，与分析师的预期一致，此前6月份 数据为2.8%。 根据芝加哥商品交易所的美联储观察工具，交易员现在预测美联储在9月17日为期两天的会议结束时将借款成本降低25个基点的可能性为 87%。 该数据强化了人们的预期，即美联储将在今年年底前实施至少两次降 ...