Commodities Report: Silver futures | 2026-04-11 00:00 UTC [BXQJ] | Mixed | rangebound

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1. https://kingworldnews.com/opaganda-aside-consumer-confidence-just-collapsed-to-an-all-time-low/ - * Consumer sentiment index falls to 47.6, the lowest ever, amid Iran war conflicts. * The fall is linked to a ceasefire announcement, easing immediate fears. * Gold and silver are expected to rise as the US Dollar Index shows weakness. * Market experts warn of potential financial storms and long-term energy crises. * Multiple reports suggest increasing gold and silver investment and a global energy shortage.
2. https://finance.yahoo.com/economy/policy/articles/might-raise-rates-fed-official-151500665.html - * Federal Reserve officials are considering raising interest rates if inflation persists above target levels, as stated by Beth Hammack of the Federal Reserve Bank of Cleveland.* *The Fed's current interest rate stands at just over 3.6%.* *Inflation was 2.4% in January 2026, above the 2% target.* *The Iran war has increased gas prices, with prices above $4 per gallon.* *OECD forecasts US inflation to reach 4.2% by the end of the year.*
3. https://bitcoinworld.co.in/gold-prices-march-cpi-fed/ - * Gold prices held within a narrow range despite a rise in March CPI, reflecting a complex interaction between inflation data and monetary policy expectations. * The Federal Reserve's cautious stance on interest rates limits gold gains, with futures markets indicating a low likelihood of rate cuts. * Global central banks continue net buying of gold, supporting prices amid geopolitical tensions and safe-haven demand. * Technical analysis shows consolidation, with key support at $2,150 and resistance at $2,250, indicating a stalemate. * The main price driver remains U.S. real yields, with expectations of sustained high rates capping gold's upside.
4. https://www.rp.pl/dane-gospodarcze/art44136301-inflacja-w-usa-osiagnela-najwyzszy-poziom-od-prawie-dwoch-lat - * US inflation increased significantly in the latest month, with a monthly rise of 0.9%, the highest since 2022, influenced by geopolitical tensions on the Middle East. * Gas prices, particularly in California, surged due to the closure of the Strait of Hormuz, raising concerns about consumer purchasing power. * US GDP growth slowed to 0.5% in Q4 2025, with revised lower investment figures indicating a modest economic slowdown. * The Federal Reserve noted inflation remains above its 2% target, primarily driven by energy prices, with indications that monetary policy may stay cautious. * Market expectations suggest the Fed might keep interest rates steady if energy prices decline and geopolitical tensions ease.
5. https://www.bloomberg.com/news/videos/2026-04-10/fragile-equilibrium-for-rates-alekseeva-video - * Yulia Alekseeva from MissionSquare discusses rate expectations on Bloomberg. * Consumer prices increased significantly, with core inflation remaining relatively stable. * Bond yields rose slightly, but market remained betting on a rate cut in 2026. * Central bank policy and inflation trends influence interest rate outlooks.
6. https://www.nationalmortgagenews.com/news/war-oil-and-inflation-what-it-means-for-rates - * The inflation caused by the Iran conflict has led economists to moderate growth and rate cut forecasts. * The Consumer Price Index rose 0.9% in March, 3.3% year-over-year, above Fed target. * The Federal Reserve’s preferred inflation metric, the Personal Consumption Expenditures index, is expected to increase due to energy-related inflation. * Economists expect a potential rate cut of 25 basis points by the end of 2026, with some now predicting a rate increase. * Expectations for the next rate move have shifted with conflict concerns, moving from cuts to possible hikes and later timing. * Oil price changes linked to Middle East conflict influence mortgage rates and inflation outlooks. * Consumer sentiment is declining amid conflicting economic signals, with inflation and geopolitical risks affecting rate expectations.
7. https://www.fxstreet.com/news/feds-daly-if-inflation-stays-elevated-we-would-hold-steady-202604102014 - * Mary Daly, President of the Federal Reserve Bank of San Francisco, states a rate cut may be possible if Iran conflict is resolved quickly and oil prices decrease. * If inflation stays elevated longer, the Fed would hold steady until inflation is controlled. * Persistently high oil prices would increase inflation and hurt growth. * US economic fundamentals are described as solid, with a steady labour market. * Risks to employment and inflation are considered balanced, with policy supporting inflation reduction without harming jobs. * The impact of the Iran conflict and oil prices on inflation is a key concern. * Daly emphasises policy is restrictive enough to lower inflation but supports a steady labour market.
8. https://bitcoinworld.co.in/fed-daly-inflation-steady-rates/ - * Federal Reserve Bank of San Francisco President Mary Daly indicates that the central bank would maintain current rates if inflation remains high. * Daly's remarks come amid ongoing economic uncertainty and shifting market expectations for 2025. * Recent economic data shows mixed signals, with some inflation measures above targets and labour market support for spending. * The Fed has raised rates from near-zero to 5.25%-5.50% since early 2022 in a tightening cycle. * Markets have adjusted expectations, with yields rising and increased volatility in equities and currencies due to potential steady rates.
9. https://thecurrencyanalytics.com/altcoins/inflation-drops-but-fed-wont-cut-rates-in-april-251935 - * US inflation slowed to 5% year-over-year in March, with energy prices dropping 3.5%. * Federal Reserve Chair Jerome Powell indicated no rate cuts in April due to geopolitical concerns and market volatility. * Financial markets reacted with Bitcoin rising 2%, gold surging to $2,050 per ounce, and bond yields falling to 3.3%. * Housing sales declined 2.4%, mortgage rates increased to 6.1%, and consumer confidence slightly dropped. * Markets remain cautious, with investors awaiting additional data amid ongoing inflation and geopolitical uncertainties.
10. https://www.crypto-insiders.nl/nieuws/overheid-en-regulatie/nieuwe-inflatiecijfers-vs-schieten-naar-hoogste-punt-in-twee-jaar-tijd/ - * The US CPI inflation rate has increased to 3.3%, the highest in two years, but is slightly below expectations. * The PCE inflation rate is 2.8%, which the Fed considers more relevant for its policy decisions. * The difference between CPI and PCE inflation is significant for the Fed's perspective on interest rate adjustments. * High inflation levels suggest that the Federal Reserve is unlikely to lower interest rates soon, impacting risk assets including cryptocurrencies. * The CPI measures price changes for a fixed basket of goods, while the PCE covers all expenditure types in the economy.
11. https://www.npr.org/2026/04/10/nx-s1-5780604/inflation-consumer-prices-economy - * Inflation in March 2024 rose 3.3% year-on-year, the highest since May 2022.* Energy prices, particularly gasoline, contributed significantly to the inflation increase.* The US conflict with Iran led to a spike in energy costs, including gasoline and jet fuel.* Core inflation, excluding volatile food and energy prices, was 2.6% in March.* Federal Reserve officials monitor inflation and the job market closely amidst concerns over persistent high inflation.
12. https://coingape.com/u-s-cpi-inflation-rises-to-3-3-amid-iran-war-pressures/ - * U.S. CPI inflation increased to 3.3% in March, the first since the U.S.-Iran war began, with energy inflation surging by almost 11%. * The data prompted expectations that the Fed will hold rates steady throughout the year. * Bitcoin traded around $72,300, reacting mildly to the inflation report. * Market experts suggest that inflation trends and energy prices will influence future Fed rate decisions. * The Fed's stance remains uncertain, balancing risks from the Iran conflict and inflation pressures.
13. https://www.actionforex.com/contributors/fundamental-analysis/636414-us-inflation-jumps-to-a-near-two-year-high-in-march/ - * Consumer Price Index (CPI) increased by 0.9% month-on-month in March, meeting forecasts. * Year-on-year CPI rose to 3.3%, the highest in nearly two years. * Energy costs, especially gasoline, contributed significantly to inflation. * Core inflation, excluding food and energy, increased by 0.2% m/m; annual core inflation was 2.6%. * Services inflation rose slightly; shelter costs increased, non-housing services had slow growth. * Prices for core goods, apparel, recreational goods, and vehicles saw mixed changes. * Higher energy prices and tariffs indicate inflation pressure may increase further. * Labour market is firm; Federal Reserve likely to hold rates steady, with slight rate cut expectations.
14. https://bitrss.com/senior-fed-official-speaks-about-interest-rate-cuts-outlines-two-possible-scenarios-for-the-fed-200124 - * Senior Federal Reserve official discusses potential interest rate cuts or stability. * The comments follow recent oil price shocks due to US-Iran conflict. * The official suggests two scenarios: quick resolution leading to rate cuts, prolonged conflict keeping rates stable. * Inflation remains a concern, with the Fed monitoring energy price developments. * The discussion impacts US monetary policy outlook and inflation management.
15. https://seekingalpha.com/article/4889874-march-cpi-energy-led-inflation-jump-complicates-fed-outlook - *The March CPI report indicates an energy-led inflation rise, influenced by external shocks related to the Middle East conflict.* *The timing of the report presents a challenge for the Federal Reserve's policy outlook.* *The report arrives during a period of gradual cooling in inflation, with recent disruptions.* *The article discusses the impact of inflation dynamics on monetary policy considerations.*
16. https://www.financialcontent.com/article/marketminute-2026-4-10-inflation-stagnates-at-24-as-middle-east-energy-shock-complicates-feds-path-to-rate-cuts - * The U.S. CPI for March 2026 reports a 2.4% inflation rate, held steady for three months. * Global energy prices surge due to Middle East conflicts, influencing US inflation. * Market reaction includes a drop in Nasdaq-100 futures and a rise in Treasury yields. * The Federal Reserve faces challenges maintaining its 2% inflation target amid geopolitical energy shocks. * Sectors affected include energy, airlines, technology, and consumer staples, with differing investor responses.
17. https://tipswatch.com/2026/04/10/march-inflation-sets-i-bonds-new-variable-rate-at-3-34/ - * U.S. all-items inflation rose 0.9% in March, leading to a new I Bond variable rate of 3.34% from May 1. * The annual inflation rate increased to 3.3%, the highest since April 2024. * Energy prices, including gasoline and fuel oil, surged significantly in March. * The report influences TIPS principal balances, which will rise 1.05% in May. * The Federal Reserve is expected to keep interest rates stable in the near term."
18. https://www.pv-magazine.com/2026/04/10/key-takeaways-from-solarex-istanbul-3/ - * The 18th edition of Solarex Istanbul showcased Turkey’s growing solar industry with over 400 exhibitors and international participation. * Turkish PV manufacturers are gaining visibility amid trade barriers for Asian suppliers, with plans for gigawatt-scale production. * The Turkish market is driven mainly by distributed and self-consumption projects, constrained by regulatory barriers. * Battery storage solutions are emerging in Turkey, with increased interest in grid flexibility and renewable integration. * Turkey aims for 120 GW of solar and wind capacity by 2050, with energy storage playing a key role in the energy transition.
19. https://www.sciencedaily.com/releases/2026/04/260409101104.htm - * Researchers at ISTA discover internal forces and domain wall networks in lead-halide perovskites that enable efficient charge separation and transport. * Findings explain how flawed, low-cost perovskites rival silicon-based solar cells in performance. * Silver ions visualised the interconnected domain walls acting as pathways for electrical charges. * The study addresses a long-standing debate and suggests new avenues for engineering more efficient, low-cost solar cells. * Published in Nature Communications, these insights could aid the real-world deployment of perovskite solar technology.
20. https://bitcoinworld.co.in/fed-daly-rate-hike-unlikely-cuts-hold/ - * Mary Daly, President of the Federal Reserve Bank of San Francisco, indicated that further interest rate increases are less probable than maintaining current levels or implementing cuts. * This guidance was provided during a discussion in San Francisco on March 12, 2025. * Market reactions included declines in Treasury yields, mixed equity responses, and modest dollar softening. * Key economic indicators, such as CPI at 2.3% and low unemployment at 3.8%, support a potential pause or easing in policy. * Futures markets price in about 50 basis points of rate cuts in 2025, with increased likelihood of beginning by mid-year.
21. https://bitcoinworld.co.in/fed-daly-inflation-cpi-warning/ - * Federal Reserve President Mary Daly warns of ongoing inflation challenges before April 2025 CPI data. * Daly discusses external shocks from oil price disruptions and geopolitical tensions influencing inflation. * Three policy pathways outlined: potential rate cuts, maintaining current rates, or possible hikes. * High oil prices and energy market volatility impact consumer behaviour and inflation dynamics. * Daly emphasises that upcoming CPI data may become less significant if geopolitical ceasefire agreements are achieved. * The Federal Reserve aims for a balanced approach between inflation control and employment preservation. * Markets reacted cautiously, with bond expectations for rate cuts reduced and mixed equity responses.
22. https://bitcoinworld.co.in/fed-daly-rate-cut-iran-oil/ - * Federal Reserve President Mary Daly indicated that interest rate reductions could occur if the Iran conflict de-escalates significantly. * Conditions for easing include resolution of geopolitical tensions and drops in oil prices. * Oil prices have fluctuated between $85 and $105 per barrel in early 2025. * Market reactions included declining treasury yields and mixed equity performance. * Monetary policy decisions are influenced by energy prices, inflation, employment, and geopolitical developments.
23. https://cryptobriefing.com/cpi-inflation-report-march-2026-rises-energy-shock-offsets-core-stability/ - * US Consumer Price Index increased 0.9% in March 2026, up from 0.3% in February. * Inflation over the past 12 months reached 3.3%, slightly below forecasts. * Energy prices surged 10.9%, driven by gasoline and fuel oil increases. * Federal Reserve signifies possibility of further tightening depending on inflation. * Bitcoin hovered around $72,000 ahead of CPI release, crypto sentiment remains cautious.
24. http://www.kakiforex.com/2026/04/xauusd-reaches-4800-israel-opens-talks.html - * Gold prices (XAU/USD) increased to $4,761, supported by geopolitical tensions and a weaker US dollar. * Israeli Prime Minister Netanyahu signalled talks with Lebanon, easing regional tensions. * US and Iran diplomatic efforts continued with preliminary talks planned in Islamabad. * US bond yields declined, boosting gold's safe-haven appeal. * US economic data showed subdued growth and mixed labour market resilience. * Market expectations anticipate Federal Reserve monetary easing by year-end.
25. https://www.fsxbusiness.com/us-inflation-poised-to-climb - * US consumer inflation forecasted to increase in March, influenced by higher energy costs following a surge in oil prices due to conflicts in the Middle East. * The US Labor Department's CPI report anticipates rising fuel prices and inflation pressures, with gasoline prices exceeding USD 4 per gallon. * Core inflation is projected to reach 2.7% annually, with the Federal Reserve monitoring related inflation metrics. * Increased energy costs are expected to impact airline fares, transport, plastics, and fertilisers, potentially affecting consumer demand and pricing strategies. * The article highlights global energy shocks and trade policies as ongoing inflation drivers in the US.
26. https://www.moneyweb.co.za/news/economy/global-rate-path-veers-higher-in-wake-of-another-trump-shock/ - * Central banks worldwide are considering rate hikes or maintaining high rates due to energy supply shocks and inflation risks, heightened by the Middle East conflict. * The US Federal Reserve is expected to lower rates slightly by 2026, but current uncertain conditions may delay this move. * The European Central Bank and Bank of Japan are planning incremental rate increases to combat rising energy prices. * The UK, Canada, and other nations are balancing inflation risks against economic growth concerns amid geopolitical tensions. * Market expectations and official forecasts reflect cautious monetary tightening in response to geopolitical developments and inflationary pressures.
27. https://newstodaynet.com/2026/04/10/gold-prices-surge-by-%E2%82%B91000-per-sovereign-in-a-single-day/ - * Gold prices in Tamil Nadu increased by ₹1000 per sovereign in a single day. * The rise followed a brief decline and is described as a strong upward movement. * Market trends show fluctuations over recent days, with prices climbing closer to new highs. * Experts cite global economic uncertainties, increased demand as a safe-haven, and geopolitical tensions as reasons for the rise. * The surge has impacted consumer purchasing plans and investor behaviour.
28. https://bitcoinworld.co.in/silver-price-forecast-xagusd-rises-2/ - * Silver spot price (XAG/USD) rises to $76.00 amid expectations of U.S. rate cuts. * Movement driven by softer inflation data and dovish Federal Reserve statements. * Technical analysis shows a bullish breakout with moving averages crossover. * Industrial demand from solar, electronics, and automotive sectors supports prices. * Supply constraints and green energy policies contribute to a positive long-term outlook.
29. https://www.dostor.org/5499685 - - Gold futures and spot trading in the Asian market decline for the fourth day due to the unresolved ceasefire between the USA and Iran, and Israel's targeting of sites in Lebanon. - On 10 April 2026, gold futures (May delivery) decreased by 0.9% to $4,776.67 per ounce. - Gold spot prices decreased by 0.2% to $4,752.29 per ounce. - The news relates to investor demand for safe-haven assets, global geopolitical tensions impacting gold prices, and market sentiment during Middle Eastern conflicts.
30. https://bitcoinworld.co.in/fed-policy-oil-shock-inflation-risks/ - * Global financial markets are closely watching the Federal Reserve’s policy response to potential oil price shocks and inflation risks in 2025. * External supply shocks from energy markets are complicating monetary policy decisions, with increased structural inflationary pressures. * An oil price shock could result from geopolitical conflicts or supply disruptions, impacting inflation and economic growth. * The Fed’s reaction will depend on whether the shock is temporary or sustained, influencing interest rate adjustments. * The US dollar may strengthen due to safe-haven demand and potential hawkish Fed stance, with global implications for emerging markets.
31. https://bitcoinworld.co.in/silver-price-forecast-xagusd-rises-2/ - * Silver (XAG/USD) rises towards $76.00 in response to shifting expectations of U.S. monetary policy. * The rally is driven by softer inflation data and dovish signals from the Federal Reserve. * Industrial demand from solar energy, electronics, and electric vehicles supports long-term prices. * Technical analysis shows bullish crossover of moving averages and increased trading volume. * Risks include potential inflation resurgence, global industrial slowdown, or USD strength reversal.
32. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-rises-to-near-7600-on-easing-rate-hike-bets-202604100604 - ['* Silver (XAG/USD) increases to around $76.00 on Friday, supported by US-Iran ceasefire and falling oil prices.', '* Gains are limited by US dollar stability and ongoing risk aversion related to US–Iran tensions.', '* Market sentiment remains cautious due to conflict in the Middle East and geopolitical uncertainty.', '* Traders focus on upcoming US CPI data and Federal Reserve policy outlook.']
33. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-rises-to-near-7600-on-easing-rate-hike-bets-202604100604 - * Silver (XAG/USD) trades around $76.00, supported by US–Iran ceasefire and lower oil prices. * US Dollar remains subdued, benefiting silver, though gains are limited amid risk aversion. * US geopolitical tensions and diplomatic talks increase market uncertainty. * Federal Reserve March Meeting Minutes suggest a wait-and-see policy approach as traders await the US CPI report. * Market sentiment remains cautious amid ongoing geopolitical and economic uncertainty.
34. http://prsync.com/marektsandmarkets/photovoltaic-industry-poised-for-robust-growth-through--5181304/ - * The global photovoltaics market is forecast to grow from USD 613.57 billion in 2025 to USD 968.32 billion in 2030, with a CAGR of 9.6%. * The flexible segment is expected to record the highest CAGR driven by demand for lightweight, portable solar solutions. * The utilities segment is projected to hold the largest market share in 2030 due to large-scale solar farm deployments. * Asia Pacific is expected to dominate the market in 2030, led by countries like China, India, Japan, South Korea, and Australia. * Key players include companies from China, Canada, the US, South Korea, Japan, Germany, and Israel, such as Jinko Solar, Canadian Solar, First Solar, and Huawei.
35. https://www.business-standard.com/markets/commodities/silver-eyes-85-in-the-short-term-analyst-suggests-buying-on-dips-126041000392_1.html - * Silver prices recovered and are now trading at $76.34, up 3 per cent on April 9, with a nearly 27 per cent increase since March 23. * ETF holdings dropped to a four-month low of 798.45 MOz, with investors dumping 36 MOz since February 28. * COMEX inventory decreased by 61.7 per cent from record peaks, with registered stock at 77.02 MOz. * The outlook suggests silver could test the $85 mark if support levels hold and oil prices remain stable amid ceasefire optimism. * Market focus includes oil, US dollar, ETF flows, and geopolitical tensions in the Middle East.
36. https://www.goodreturns.in/news/bangalore-gold-rate-today-s-wildest-3-day-ride-24k-22k-18k-akshaya-tritiya-bengaluru-silver-price-1501543.html - * Bangalore gold prices experienced wild swings over the past three days due to Iran-US war developments. * Gold rates in Bangalore increased for 24K, 22K, and 18K types, with respective rises of Rs 152, Rs 140, and Rs 114 per gram. * Silver prices in Bangalore surged by Rs 5 per gram and Rs 5,000 per kilogram, reflecting volatility. * Gold prices remain supported by cautious investor sentiment amid fragile geopolitical ceasefire discussions. * Market movements attributed to geopolitical risks and temporary ceasefire tensions in the Iran-US conflict.
37. https://www.pv-magazine.com/2026/04/10/new-tech-reduces-silver-use-in-topcon-solar-cells-by-a-factor-of-10/ - * Researchers at Fraunhofer ISE significantly lowered silver consumption in TOPCon solar cells using an electrodeposition process.* * Silver use was reduced to 1.1 mg/Wp from current levels of 10–12 mg/Wp.* * The process combines ultraviolet laser structuring with electrochemical metal deposition, using nickel, copper, and a thin silver capping layer.* * Pilot system testing showed efficiencies of 24% and fill factors around 82.1%, with modules passing IEC 61215 reliability tests.* * The technology offers supply chain advantages and aims for commercial deployment within two to three years.*
38. https://mining.com.au/silver-north-to-fine-tune-haldanes-drill-locations/ - * Silver North Resources (TSX-V:SNAG) undertakes an airborne geophysical survey at the Haldane Silver Project, Yukon, Canada. * The survey involves magnetics and electromagnetic data collection to refine drill hole locations. * SkyTEM Canada conducts the survey with 944 line-kilometres of flight lines. * The data aims to improve understanding of the geological and structural architecture for mineralisation potential. * The project is located in the Keno Hill Silver District within traditional territory of the Na-Cho Nyak Dun First Nation.
39. https://www.bostonglobe.com/2026/04/10/business/consumer-prices-report/ - * Inflation likely rose to 3.4% in March from a year earlier, the highest in nearly two years, driven by a 20% increase in gas prices. * Gas prices averaged $4.17 per gallon nationwide, up 69 cents from the previous month. * Economists estimate a 1.5% inflation increase just in March from February. * Core prices are projected to have risen 2.7% in March compared to the previous year. * The inflation surge is caused by rising energy costs, with potential impacts on broader inflation and Federal Reserve policy.
40. https://www.itmtrading.com/blog/private-credit-freezing-bank-deposits-risk/ - * Private credit market, estimated at $3 trillion, faces breakdowns due to illiquid assets and inflated valuations. * The crisis signals broader systemic stress, linked to bank exposure, derivatives risks, and the currency life cycle. * Systemic fragility threatens financial stability, prompting increased demand for tangible assets like gold and silver. * Historical patterns of monetary system instability are recapped, emphasising risks of bailouts and bail-ins. * Investors are advised to consider physical gold and silver for wealth preservation amidst rising systemic risk.
41. https://www.arkansasbusiness.com/article/more-fed-officials-see-possible-rate-hikes-this-year-minutes-show/ - * The Federal Reserve’s March meeting minutes indicated an increase in officials contemplating interest rate hikes this year. * The number of policymakers supporting a potential hike grew since January. * The Fed's key rate remained unchanged at about 3.6% after two meetings in 2026. * Inflation expected to rise further in March due to gas prices, with a forecasted 0.9% increase from February. * Fed officials noted risks of prolonged inflation and increased unemployment due to high gas prices and the Iran conflict.
42. http://www.kakiforex.com/2026/04/fed-receives-good-news-core-pce.html - * The US Commerce Department reports that core PCE inflation rose 3% year-on-year in February, meeting expectations. * Headline inflation rose 2.8%, unchanged from the previous month. * The Federal Reserve relies on PCE data for interest rate policy decisions. * The data was collected before the outbreak of major wars in the Middle East, with energy prices surging subsequently. * The Fed maintains its inflation target at 2%, and recent data provides temporary relief amid market concerns about stagflation.
43. https://www.inman.com/2026/04/09/federal-reserve-march-minutes-rates-real-estate-agents/ - * The Federal Reserve held rates steady at 3.5% to 3.75% during the March 17-18 meeting, with potential for hikes if inflation persists. * Minutes revealed discussions of upward adjustments, driven by surging oil prices and inflation concerns. * The Fed’s stance may lead to further increases in mortgage rates, which rose to 6.62% in late March. * Housing market conditions remain restrictive, with subdued home-purchase borrowing and potential affordability issues. * Future policy moves depend on incoming economic data, with the next FOMC meeting scheduled for April 28-29.
44. https://www.fxstreet.com/news/gold-declines-to-near-4-750-as-oil-driven-inflation-worries-weigh-ahead-of-us-cpi-data-202604092311 - * Gold trades with mild losses near $4,760 amid geopolitical tensions in the Middle East * Market uncertainty persists due to US-Iran ceasefire fragility and Middle East conflict * Surging oil prices heighten energy inflation fears, impacting interest rate expectations * Traders await US CPI data, expected to show a 3.3% YoY rise, influencing USD and gold prices * Geopolitical tensions and oil prices are influencing precious metals sentiment
45. https://www.thetechedvocate.org/central-banks-confront-stagflation-challenges-amidst-the-iran-wars-economic-impact/?utm_source=rss&utm_medium=rss&utm_campaign=central-banks-confront-stagflation-challenges-amidst-the-iran-wars-economic-impact - * The Iran war in February 2026 has caused global economic shockwaves, increasing inflation and affecting growth in countries like Japan, South Korea, and the US.* Japan has experienced its first significant inflation in three decades, prompting cautious interest rate hikes by the Bank of Japan.* South Korea faces import cost pressures from a weakened won and rising housing prices, with the Bank of Korea considering rate adjustments.* The US Federal Reserve is dealing with rising oil prices and inflation, debating further interest rate hikes.* Central banks are reassessing strategies amid geopolitical tensions, focusing on monetary policy adjustments and market confidence.* The ongoing Iran conflict is significantly impacting energy prices, supply chains, and consumer behaviour worldwide.
46. https://goldsilver.com/industry-news/goldsilver-news/gold-silver-swing-as-ceasefire-cracks/ - * Gold closed at $4,765.65 per ounce, up 1.1%, after volatile session. * Silver settled at $75.59, up 2.5%, following price swings. * Both metals peaked the previous day before retracing gains. * Gold is up 9.7% and silver up 4.0% for 2026 so far. * Gold remained below January highs recent trading, silver experienced significant recent declines. * Oil prices rebounded above $100 per barrel due to Iran- US conflict and Strait of Hormuz tensions. * Federal Reserve minutes indicate concern over inflation, with potential for rate hikes in 2026.
47. https://www.babypips.com/news/daily-forex-financial-market-news-recap-2026-04-09 - * Markets maintained a risk-on but cautious stance with a seven-day S&P 500 winning streak. * US core PCE data showed higher inflation, and GDP was revised lower, indicating stagflation. * Oil prices experienced significant volatility, with WTI swinging from near $95.10 to around $89.84 before closing at approximately $92.7. * Gold prices rose by about 1.07%, supported by geopolitical uncertainty. * US dollar weakened against major currencies, except the Japanese yen. * Federal Reserve tightening expectations grew amidst inflation data, with upcoming US CPI data highly anticipated.
48. https://mishtalk.com/economics/inflation-has-been-above-the-feds-target-for-5-straight-years/ - * The Fed's preferred inflation measure, PCE less food and energy, has been above 2% since March 2021, reaching 3.0%. * The Cleveland Fed forecasts hot month-over-month inflation rates for March at 0.84% (CPI) and 0.62% (PCE). * Real personal income declined in February, with decreases in personal income and real disposable income. * Inflation is expected to rise in the next two months due to war-related commodity price increases. * The article discusses Federal Reserve policy concerns amid ongoing inflation challenges.
49. https://www.realtor.com/news/real-estate-news/federal-reserve-fomc-minutes-march-2026/ - * Federal Reserve officials discussed the economic impact of the U.S. war with Iran at their last interest rate meeting. * The minutes, released on Wednesday, detail concerns about a prolonged Middle East conflict, energy prices, and inflation. * Many policymakers highlighted elevated risks to inflation and reduced employment prospects, influencing rate projections. * The meeting took place during a fragile ceasefire, amid oil price shocks and inflation signals. * The minutes show no clear consensus on future interest rate path, maintaining monitoring of geopolitical developments.
50. https://crypto.news/us-inflation-march-cpi-could-be-worst-since-2024/ - ['*The US Bureau of Labor Statistics to release March Consumer Price Index on April 10 at 8:30 AM ET.', '*Economists forecast the highest inflation since May 2022, driven mainly by energy costs due to Iran war.', '*Expected CPI increase of 0.9% month over month and 3.3% year over year, with energy prices surging.', '*Energy costs have already added approximately $8.4 billion in fuel expenses after Iran war started.', '*The report may influence Federal Reserve policy, with potential implications for interest rate decisions.']
51. https://www.canadianminingjournal.com/news/nine-workers-found-deceased-at-vizsla-silver-mine-site-in-mexico/ - * Nine employees at Vizsla Silver in Concordia, Sinaloa, Mexico, have died following an incident. * The incident occurred on or after January 23; the cause remains undisclosed. * Vizsla Silver continues working with authorities and supports the families. * The company operates the Panuco silver-gold project in Sinaloa, developed since 2019. * Mexico reports dozens of mining-related fatalities annually, with increased safety inspections.
52. https://goldsilver.com/industry-news/video/the-ounce-mindset-why-silvers-pullback-is-a-gift/ - • Silver peaked at around $121 in January 2026, then lost over 30% in less than 30 hours, now trading in the mid-$70s. • Mike Maloney views the recent pullback as an opportunity, emphasising long-term supply and demand fundamentals. • The structural supply deficit in silver has persisted for five years, with demand driven by industrial applications like solar, EVs, and semiconductors. • Silver’s volatility reflects its small market size and industrial usage, not a fundamental change in outlook. • He advises accumulating silver on price dips and measuring in ounces, not dollars.
53. https://www.gurufocus.com/news/8785343/silver-x-delivers-production-growth-during-the-first-quarter-of-2026 - * Silver X increased processed tonnage by 8% quarter-over-quarter to 44,883 MT in 1Q26. * Silver ounces processed rose by 10% to 125,195 oz, and gold ounces by 20% to 1,419 oz. * Silver equivalent ounces decreased slightly to 253,114 oz due to higher silver prices. * March 2026 marked record processing capacity of approximately 750 MT/day. * Underground development advanced significantly with a record 1,010 meters in March, supporting ongoing and future production.
54. https://www.gurufocus.com/news/8785701/first-majestic-silver-ag-reports-q1-production-decline-plans-jerritt-canyon-restart - • First Majestic Silver (AG) reports a 4% decline in silver and 6% in gold production in Q1, attributed to lower grade ores. • The La Encantada mine in Mexico experienced a 48% increase in silver output. • The company plans to restart the Jerritt Canyon mine in Nevada, with production expected in H2 2027. • The company operates four mines in Mexico and owns the Jerritt Canyon Gold Mine in Nevada. • Company focuses on silver and gold in North America, with revenues mainly from precious metals sales.
55. https://usethebitcoin.com/guides/why-did-bitcoin-drop/ - * Bitcoin fell following macroeconomic signals such as Federal Reserve interest rate hints and inflation data. * Large wallet inflows to exchanges, particularly from whale wallets, signalled potential selling pressure. * Futures market liquidations and trading activity patterns contributed to the drop. * Market sentiment, including social media and headlines, influences short-term price movements. * Data points like volume, funding rates, stablecoin supply, and Fear and Greed Index help interpret drops. * Long-term strategy suggestions include dollar-cost averaging and secure storage options.
56. https://www.fool.com/investing/2026/04/09/most-anticipated-announcement-24-hour-stock-market/ - * The US Bureau of Labor Statistics will publish the March inflation report on April 10. * Energy supply disruptions from Iran have caused crude oil prices to rise by 67% since February 27. * Gas prices in the US have increased from less than $3 to $4.09 per gallon. * The Cleveland Fed forecasts a 12-month inflation rate of 3.25%, up 85 basis points. * The inflation report could influence the Federal Reserve’s decision on interest rates, potentially ending rate easing and starting rate hikes.
57. https://www.zerohedge.com/personal-finance/dollar-collapsing-8-key-indicators-you-cant-ignore - * The article discusses eight indicators signalling a potential dollar collapse, including rising federal deficits, national debt exceeding $39 trillion, surging interest expenses, and the Federal Reserve’s expanding balance sheet. * It covers the impact of monetary policy actions, such as rate hikes and balance sheet expansion, on the US dollar and bond yields. * It highlights how these economic trends could lead to currency devaluation and increased gold prices. * The article was published on InternationalMan.com and addresses macroeconomic and monetary policy themes.
58. https://bitcoinethereumnews.com/finance/usd-dual-fed-risks-and-ceasefire-volatility-ing/?utm_source=rss&utm_medium=rss&utm_campaign=usd-dual-fed-risks-and-ceasefire-volatility-ing - * ING strategists note US Dollar stabilisation after Iran ceasefire violation. * Fed minutes reinforced two-sided risks and potential dovish repricing. * Iran's ceasefire violation influences dollar movements; uncertainties remain. * Market attention on Strait of Hormuz traffic and ceasefire sustainability. * Article discusses US dollar, Federal Reserve policy, geopolitical tensions, and market responses.
59. https://sbj.net/stories/fed-minutes-point-to-possibility-of-rate-hikes,103773 - * Federal Reserve policymakers are open to rate hikes based on March 17-18 meeting minutes. * Minutes indicate a potential for rate increases if inflation remains above target. * More policymakers were supportive of hikes in March compared to January. * The document was released by Reuters on April 9, 2026.
60. https://www.actionforex.com/contributors/fundamental-analysis/636277-week-ahead-us-ppi-data-and-ecb-meeting-minutes-on-tap/ - * US PPI figures and industrial data to be released next week, with focus on inflation and rate expectations. * The US dollar weakened after a ceasefire between the US and Iran, impacting oil prices. * Fed rate cut bets increased with the ceasefire, but minutes suggest potential rate hikes. * ECB meeting minutes and inflation data may influence euro rate expectations. * UK economic data and China’s Q1 GDP are scheduled, influencing the pound and Australian dollar. * Australian dollar surged amid risk appetite; Chinese data releases could further strengthen it.
61. https://ca.investing.com/news/economy-news/fed-to-remain-on-hold-until-september-barclays-predicts-4556955 - * Barclays predicts the Federal Reserve will keep interest rates steady until September.* * Minutes from the March FOMC revealed concerns about inflation, driven by energy prices from the Middle East conflict.* * Barclays forecasts rate cuts in September 2026 and March 2027, with expectations of inflation moderation and slowing consumer spending.* * Risks include delayed cuts if inflation persists and faster cuts if unemployment rises.*
62. https://www.irishexaminer.com/business/economy/arid-41824370.html - * Inflation increased to 3.6%, the highest in over two years, between March 2025 and March 2026. * Consumer prices rose by 1.6% in March 2026, driven by increased transport and housing costs. * Energy and unprocessed food inflation slowed, but clothing and education saw significant rises. * Analysts suggest that ongoing geopolitical tensions could influence future monetary policy decisions. * The article discusses implications for interest rate expectations amid inflation trends.
63. https://www.investing.com/news/economy-news/us-pce-inflation-picks-up-in-february-consumer-spending-solid-4605652 - * US inflation increased in February, with the PCE price index rising 0.4% and 2.8% year-on-year.* *The Federal Reserve considers potential interest rate hikes due to rising inflation.* *The war with Iran and resulting oil price surge are expected to influence inflation and consumer prices.* *Consumer spending increased 0.5% in February, supported by high prices and tax refunds.* *Federal Reserve officials indicate energy costs may lead to more persistent inflation increases.*
64. https://www.independent.co.uk/news/iran-washington-federal-reserve-b2954516.html - * A key inflation gauge monitored by the Federal Reserve rose 0.4% in February from January. * Year-over-year, prices increased by 2.8% in February. * Excluding food and energy, core inflation was 3% higher than a year earlier. * March inflation data is expected to show a significant increase due to the Iran war's impact on gas prices. * The increased inflation may influence the Federal Reserve's decision on interest rate policies.
65. https://www.scotsmanguide.com/news/middle-east-conflict-looms-large-in-fed-minutes/ - - The article discusses the influence of the Middle East conflict on the Federal Reserve's recent policy minutes, highlighting frequent mention of the region and related uncertainty. - The Fed left interest rates unchanged, citing elevated uncertainty about the economic outlook, partly due to Middle East developments. - A Fed governor called for a rate cut due to labour market concerns; most members remain cautious. - Some Fed members consider a possible rate hike in 2026 if inflation remains above target. - Market expectations suggest a 98.4% likelihood of steady rates in April.
66. https://bitcoinethereumnews.com/bitcoin/a-two-week-iran-ceasefire-crashed-oil-10-and-sent-bitcoin-past-72000-it-started-unraveling-within-hours/?utm_source=rss&utm_medium=rss&utm_campaign=a-two-week-iran-ceasefire-crashed-oil-10-and-sent-bitcoin-past-72000-it-started-unraveling-within-hours - * The ceasefire between the US and Iran led to significant market reactions, including gold and silver movements, and increased demand for safe-haven assets. * The article discusses geopolitical instability influencing capital flows into precious metals. * It covers global economic events, including oil price fluctuations driven by Middle Eastern conflicts, which impact safe-haven investment demand. * The article compares market sentiment and investment shifts in gold and silver due to geopolitical tensions. * It highlights how developments in the Iran conflict and Middle East tensions influence shifts in precious metals investment preferences.
67. https://londonlovesbusiness.com/dollar-steadies-as-fragile-ceasefire-fuels-uncertainty-ahead-of-key-data/ - * The dollar index remains broadly steady amid a fragile ceasefire between the US and Iran. * The move follows a one-month low, with ongoing tensions in the Middle East and constrained oil transit. * US Treasury yields experience volatility due to geopolitical tensions and inflation concerns. * Federal Reserve’s minutes suggest interest rates will stay unchanged with possible cuts next year, affecting dollar and yields. * Market focus shifts to upcoming macroeconomic data releases, including GDP, PCE, and personal income figures.
68. https://bitcoinethereumnews.com/finance/fed-fomc-minutes-reinforce-rate-cut-path-risks-uob/?utm_source=rss&utm_medium=rss&utm_campaign=fed-fomc-minutes-reinforce-rate-cut-path-risks-uob - * The March FOMC minutes indicate a divided Federal Reserve with a tilt toward future rate cuts. * Most officials are more concerned about US labour markets than inflation. * The Fed's forecast includes a pause through April, followed by two cuts in June and 3Q 2026. * The minutes highlight risks from the Middle East conflict, inflation, and oil prices. * UOB expects the Fed Funds Rate to reach 3.25% by the end of 2026, with potential for delays or difficulties in easing.
69. https://seekingalpha.com/article/4889438-inflation-reports-on-tap?source=feed_all_articles - * Investors anticipate February PCE and March CPI inflation reports, with detailed core and headline indices. * Reports will inform the Fed's monetary policy, amid concerns over inflation and recent market volatility. * FOMC minutes suggest slowed progress towards 2% inflation target, with cautious outlook on rate adjustments. * Market responses to inflation data and geopolitical tensions influence asset prices including gold and equities. * The article discusses inflation expectations, central bank policies, and market responses relevant to precious metals sentiment.
70. https://fd.nl/financiele-markten/1592499/de-ecb-gaat-weer-fouten-maken - * The Euro pean Central Bank (ECB) is expected to continue making policy errors, including possible interest rate hikes despite inflation concerns. * The article discusses how inflation trends and external shocks, like the Iran-oorlog, influence ECB decisions. * It argues that current inflation is temporary and criticises the ECB's communication strategy. * The article references past US inflation experiences to illustrate inflation misjudgments. * The aim is to highlight the ECB's cautious yet potentially misguided approach to monetary policy.
71. https://www.arkansasonline.com/news/2026/apr/09/more-fed-policymakers-open-to-interest-rate-hike/ - * The number of Federal Reserve policymakers considering a rate hike increased between January and March. * Rising gas prices due to the Iran conflict threaten to worsen inflation. * The Fed held the key rate at about 3.6% in March, after cutting rates three times at the end of 2022. * Officials indicated that rate increases might be necessary if inflation remains high. * March inflation report is expected to show a 0.9% month-on-month increase, with annual inflation at 3.4%.
72. https://www.standartnews.com/biznes/fed-smenya-kursa-gotvi-li-se-novo-vdigane-na-lihvite-629663.html - * The Federal Reserve signals possible interest rate increases if inflation remains above 2% target, according to the March protocol. * The document indicates a shift towards monetary tightening, influenced by high energy prices and global uncertainty. * 'Some participants' support a flexible approach, allowing for both rate hikes and cuts depending on inflation developments. * Despite reducing rates since 2024, recent risks question this course, with concerns over sustained high inflation due to rising oil prices. * The Fed maintained the main interest rate at 3.50-3.75% in March amid increased uncertainty.
73. https://www.etoday.co.kr/news/view/2574354 - * The Federal Reserve discussed the possibility of a 'two-sided policy path' for future interest rate changes, balancing rate hikes and cuts. * March FOMC minutes revealed concern over persistent inflation and energy price rises due to Middle East conflict. * The US CPI is expected to reach a 2-year high of 3.4% in the latest report. * Most participants anticipate stable unemployment but acknowledge risks of a slowdown in the labour market. * Internal divisions on future rate hikes are increasing ahead of Chair Powell's term expiry in May.
74. https://www.mercomindia.com/spin-flip-emitter-can-help-achieve-130-light-conversion-in-solar-cells - ["* A research team led by Japan's Kyushu University and Germany's JGU Mainz reported achieving approximately 130% light conversion efficiency in solar cells.", '* The high efficiency was achieved using a molybdenum-based spin-flip emitter to harvest energy from singlet fission.', '* The process involved overcoming the Shockley–Queisser limit by generating two excitons from a single photon.', '* The research aims to improve solar cell performance beyond the traditional efficiency ceiling.']
75. https://kalkinemedia.com/au/stocks/metal-and-mining/is-bhp-group-reshaping-its-future-with-strategic-moves - * BHP completed a long-term silver streaming agreement with Wheaton Precious Metals linked to the Antamina Mine, enabling upfront cash inflow and reducing future silver exposure. * The deal reflects a shift in BHP’s capital allocation, focusing on core commodities like iron ore, copper, and potash. * The company’s strategy aims to enhance liquidity and reduce dependency on volatile by-product prices. * Developments at the Mt Arthur Coal Mine involve legal disputes over wage-related issues, bringing ESG factors to prominence. * Market sentiment shows a mix of confidence and caution, balancing financial strategy against reputational risks.
76. https://nftevening.com/silver-price-volatility-us-iran-geopolitics/?utm_source=rss&utm_medium=rss&utm_campaign=silver-price-volatility-us-iran-geopolitics - * Silver prices initially rose past $77/oz after US–Iran ceasefire announcement, strengthening market sentiment.* *The rally was driven by weakening USD and declining oil prices.* *Prices reversed to around $75.3/oz following renewed geopolitical tensions at the Strait of Hormuz.* *Market sentiment shifted from relief to caution as oil prices recovered and geopolitical risks increased.* *Short-term silver outlook remains volatile, heavily influenced by geopolitical developments and USD movements.*
77. https://cointelegraph.com/news/many-officials-still-see-rate-cuts-coming-in-2026-despite-war-risks-fed-minutes?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound - * US Federal Reserve members debated the potential for interest rate cuts before 2026 amid global conflicts. * Minutes from the March FOMC meeting reveal cautious optimism about rate cuts if inflation declines. * The last rate cut occurred in December 2025, with rates at 3.5% to 3.75%. * Officials warned of upside risks to interest rates and downside risks to labour market conditions. * The likelihood of rates remaining steady at the upcoming meeting is 75.6%, with a 20.4% chance of a cut. * The next FOMC meeting is scheduled for April 28-29.
78. https://hathalyoum.net/articles/4131942 - * Gold settled as markets await US-Iran negotiations and US inflation data, influencing interest rate expectations. * Spot gold at $4,713.79 per ounce; June futures down 0.8% to $4,736.50. * Market cautious due to geopolitical and economic developments, including Middle East tensions. * US consumer spending and inflation data expected to impact Federal Reserve decisions on interest rates. * Federal Reserve's March meeting minutes show a tilt towards tightening monetary policy to combat inflation. * Precious metals other than gold declined, with silver down 0.5%, platinum down 0.6%, and palladium down 0.4%.
79. https://losangelesweeklytimes.com/feds-goolsbee-says-hes-worried-about-inflation-in-fraught-but-intense-climate/ - • Chicago Fed President Austan Goolsbee notes increased concern about inflation over unemployment. • Goolsbee highlights the difficulty of policymaking during uncertain geopolitical conflict in the Middle East. • He discusses market expectations for rate hikes and the impact of the Iran war on monetary policy. • Goolsbee emphasises the need for inflation progress before considering rate reductions by 2026. • The conflict has caused market volatility, impacting oil prices and rate forecasts.
80. https://dinarchronicles.com/2026/04/08/greg-hunter-with-bill-holter-this-is-the-rally-you-do-not-sell/ - * Bill Holter states that despite recent price declines, gold and silver are the only assets that cannot default and are the endgame of monetary collapse. * Gold and silver prices have recently Bottomed out, with gold predicted to return to previous highs and silver potentially reaching $300-$500 per ounce. * Holter emphasises that the ultimate endgame involves a complete global default, where gold and silver serve as safe havens. * The article discusses the importance of owning physical precious metals in the event of a financial system collapse, regardless of geopolitical events or peace negotiations.
81. https://goldsilver.com/industry-news/goldsilver-news/the-fed-is-stuck-heres-what-that-means-for-gold/ - * The article discusses the impact of geopolitical instability, inflation, and the Federal Reserve's policy uncertainty on gold and silver investments. * It highlights the Iran ceasefire fraying, US-Iran tensions, oil prices, and Fed policy signals as factors influencing precious metals demand. * It details recent Fed minutes, inflation forecasts, and rate-hike considerations amid current geopolitical events. * The article implies a relationship between geopolitical risk, monetary policy, and investor demand for safe-haven assets like gold.
82. https://www.telugubulletin.com/markets-set-for-big-jump-after-ceasefire-boost-230675 - * Global markets experience optimism following a US-Iran ceasefire agreement lasting around two weeks. * Crude oil prices drop nearly 12%, easing fears of supply disruptions. * Gold and silver prices rise as investors move into safe-haven assets. * Asian markets, notably Japan, rise sharply with Japan's market opening nearly 4.5% higher. * Indian markets show a positive trend, with the Gift Nifty surging over 722 points, indicating investor confidence. * Broader market sentiment remains bullish amid easing geopolitical risks and falling crude prices.
83. https://www.fxstreet.com/news/fed-later-cuts-as-inflation-re-firms-wells-fargo-202604081801 - * Wells Fargo economists predict the Federal Reserve will delay easing policies due to higher oil prices and persistent inflation. * They still expect 50 basis points of rate cuts in 2026, occurring in September and December. * The Fed’s policy stance remains cautious, with the federal funds rate in restrictive territory. * The article discusses the Fed's balanced approach amid inflation pressures and labour market conditions. * Policy trade-offs and energy prices influence future rate decision expectations.
84. https://ca.investing.com/news/economy-news/fed-still-sees-rate-cuts-if-inflation-were-to-fall-inline-with-expectations-4555350 - * The Federal Reserve’s March meeting minutes show that rate cuts are possible if inflation declines as expected. * Participants highlighted the importance of being flexible in monetary policy responses due to economic uncertainty. * Some may consider rate hikes if inflation remains above target due to concerns over oil price impacts from the Middle East conflict. * Most participants prefer to monitor how Middle East developments affect the US economy before making policy decisions. * The minutes coincide with the upcoming release of March US CPI data, which will reflect the impact of rising oil prices.
85. https://bitcoinworld.co.in/silver-price-forecast-bearish-flag/ - * Silver markets are consolidating within a bearish flag pattern on the 4-hour chart as of early 2025. * Key support is at $28.50, with a break below potentially targeting $27.00. * The technical setup is reinforced by a recent 'death cross' and momentum indicators near neutral. * Macro factors include US Federal Reserve's monetary policy and industrial demand fluctuations. * Market analysts suggest a high probability of trend continuation based on chart patterns and macroeconomic backdrop.
86. https://bitcoinworld.co.in/fed-delayed-rate-cuts-inflation-reacceleration/ - * The Federal Reserve considers postponing interest rate reductions due to ongoing inflation pressures as of March 2025 in Washington, D.C. * Economic indicators show resilience in inflation, employment, and wage growth, influencing policy expectations. * Market projections now favour a more cautious approach, with no rate cuts until Q3 or Q4 2025. * Delayed rate cuts impact borrowing costs, household budgets, and financial markets, with bond yields and equity valuations affected. * International central banks monitor Fed actions closely, emphasising global coordination amid economic uncertainties.
87. https://goldsilver.com/industry-news/video/how-does-the-federal-reserve-actually-create-money/ - * The article explains the process of money creation by the Federal Reserve through bond purchases and the banking system's lending activity. * It describes the historical context of currency backing and current fiat currency dynamics. * It discusses the impact of debt-based money creation on inflation and precious metals valuation. * The article highlights the escalation of the monetary base post-COVID-19 and the implications for gold and silver prices. * It underscores the risks of perpetual credit expansion and the relationship between currency supply and physical assets.
88. https://wkzo.com/2026/04/08/fed-rate-cut-bets-revived-a-bit-by-iran-war-ceasefire/ - * Federal Reserve policymakers may consider interest rate cuts later this year following a ceasefire in the Iran conflict, easing inflation concerns. * Traders' bets on a U.S. rate cut have decreased from 65% immediately after the ceasefire to about 25%. * Global central bank expectations, including the European Central Bank and Bank of England, have been scaled back on rate hike bets. * San Francisco Fed President Mary Daly stated it is too early to determine the war's effect on the economy, focusing instead on inflation and labour market stability. * Data expected later this week may show consumer prices increased in March, similar to post-pandemic inflation levels.
89. https://www.canadianmortgagetrends.com/2026/04/fed-minutes-show-officials-saw-two-sided-risks-from-iran-war/ - * Minutes of the Federal Open Market Committee’s March meeting showed concerns about Iran war's impact on inflation and the US economy. * Policymakers discussed the possibility of raising interest rates if inflation remains above target. * Most officials considered risks to inflation outweighing labour market concerns amid the war's fallout. * The meeting occurred shortly after Middle East conflicts increased energy prices and threatened economic growth. * Projections indicated no rate cuts in 2026, with energy prices potentially pushing inflation higher.
90. https://china.timesofnews.com/business-economy/fed-minutes-from-march-meeting-show-growing-openness-to-rate-hikes - * The March Federal Reserve minutes reveal increased support for potential interest rate hikes to combat inflation, influenced by the US-Israeli war with Iran. * Policy makers discussed the possibility that inflation could remain above target in the coming months, potentially requiring upward adjustments to interest rates. * The Fed maintained rates steady in March at 3.50-3.75%, but signalled uncertainty due to Middle East conflict and oil price fluctuations. * The minutes highlighted risks of prolonged conflict impacting inflation and economic growth, with forecasts adjusting for higher inflation this year. * Stock markets responded positively, while interest rate futures slightly reduced easing expectations, reflecting mixed economic signals.
91. https://www.mundonow.com/reserva-federal-recorte-tasas/ - * The Federal Reserve's minutes indicate a possible shift in monetary policy conditional on inflation trends and external factors such as Middle East conflicts. * The majority of FOMC members favour lowering interest rates if inflation eases. * The meeting, held on 17-18 March, kept rates at 3.5% to 3.75%, with many participants open to rate reductions if inflation aligns with expectations. * The decision occurred before the rise in oil prices from $60-70 to over $90 per barrel.
92. https://www.freemalaysiatoday.com/category/business/2026/04/09/us-fed-policymakers-flag-possible-rate-hikes-to-tackle-inflation - * The US Federal Reserve considers interest rate hikes to counter inflation caused by high oil prices, according to minutes of its March meeting. * The meeting took place in March, with concerns about inflation, oil prices, and regional conflict affecting policy outlooks. * Officials noted the risk of inflation remaining elevated due to energy costs, with some indicating rate hikes may be necessary. * The Fed has paused rate cuts and forecast a possible cut by the end of the year, but uncertainty remains due to geopolitical tensions. * The US Fed's dual mandate involves controlling inflation and ensuring maximum employment.
93. https://www.actionforex.com/contributors/fundamental-analysis/636138-fomc-members-highlight-inflation-risks-in-march/ - * The Federal Reserve held the federal funds rate at 3.50% to 3.75% in March. * The minutes showed ongoing concerns about inflation remaining above 2%, with risks heightened by energy prices and Middle East conflict. * The committee expects inflation to gradually reach 2% as tariffs and oil prices stabilise. * Upside risks to inflation and downside risks to employment increased due to Middle East developments. * Future interest rate decisions remain on a meeting-by-meeting basis, with potential for upward adjustments if inflation stays high. * Elevated energy prices and uncertainty in the Middle East could impact inflation and policy decisions.
94. https://www.actionforex.com/live-comments/636140-fed-minutes-rates-near-neutral-cuts-still-seen-but-no-longer-a-given/ - * The March FOMC minutes show policymakers shifted away from presumption of continued easing. * The decision to hold rates at 3.50–3.75% was nearly unanimous, with a dissenting vote for a cut. * The pause was influenced by uncertainties due to the Middle East conflict. * The Fed now considers rates "within a range of neutral estimate", indicating a structural shift. * Future rate moves depend on inflation and growth data amid two-sided risks.
95. https://stockhead.com.au/resources/flynn-gold-hits-2450g-t-silver-in-first-hole-at-silver-king-in-tassie/ - * Flynn Gold's maiden diamond drill hole at Silver King in Tasmania produces a result of 0.4m at 2450g/t silver, along with lead, zinc, copper, antimony, and gold assays. * Three holes drilled along the 1.6km Silver King mine trend, with a fourth hole underway. * Drilling is ongoing at Silver King and South King-Zeehan Bell mines, with assays pending for all holes. * The programme is part of Flynn's Henty silver-lead-zinc project, with future exploration including further drilling and surface sampling. * Once complete, drilling will move to the Grieves Siding prospect at Henth South.
96. https://stockhead.com.au/resources/belararox-targets-silver-sweet-spots-at-toro-central/ - * Belararox continues diamond drilling at Toro Central within its TMT project in Argentina. * Recent drilling uncovered a new high-grade silver zone with assay result of 47m grading 172g/t silver. * Current exploration targets extensions and new zones of mineralisation associated with the dacite intrusion. * The copper porphyry target at Tambo South remains inadequately tested, with indications of potential peripheral high-grade copper zones. * Further drilling and analysis are planned for December 2026 and early 2027.
97. https://themarketonline.com.au/the-ai-boom-needs-more-silver-and-investors-are-taking-notice-2026-04-09/ - * Artificial intelligence and data centre expansion fuel long-term demand for industrial silver, with projections of 100 GW new data centres between 2026-2030. * Silver is critical for power systems, electronics, and cooling in data centres, with demand set to increase as global electricity consumption from data centres doubles by 2030. * Industrial demand accounts for 59% of global silver use, notably in solar photovoltaics, electric vehicles, and electronics. * Silver supply is struggling to meet demand, with a 15% shortfall in 2026, production from primary mines declining, and a supply deficit persisting. * Investors view silver as a growth asset and safe haven, increasing interest in silver mining companies such as Silvercorp for value and growth potential.
98. https://goldsilver.com/industry-news/article/silver-in-ai-infrastructure-the-hidden-metal-behind-every-ai-model/ - * AI data centres significantly increase power and thermal management needs, utilising silver in power systems, connectors, and cooling. * Silver demand in electronics and electrical applications reached a record 465.6 million ounces in 2024, with overall industrial demand over 1.2 billion ounces. * The silver market has experienced a sustained supply deficit since 2021, with a cumulative shortfall of about 820 million ounces from 2021 to 2025. * Supply response is slow due to silver's byproduct nature and lengthy mine development cycles, exacerbating market deficits. * Growing digital infrastructure, including AI, solar, EVs, and 5G, drives persistent demand, potentially affecting silver prices long-term.
99. https://stockhead.com.au/resources/upcoming-precious-metal-drill-results-in-nsw-could-be-growth-catalysts-for-these-stocks/ - * Argent Minerals awaits assays from diamond drilling at Kempfield project, supporting high-grade potential in silver and gold deposits. * Godolphin Resources is conducting a drill program at Lewis Ponds to test for resource expansion, with results expected by May 2026. * Adavale Resources expanded drilling at Parkes to accelerate resource growth, with assay results anticipated in April. * Legacy Minerals' drill at Mt Carrington returned significant gold and silver grades, with ongoing assay results. * Tarrina Resources' drilling at Christmas Gift confirmed mineralisation potential along strike, with assays imminent.
100. https://www.deccanchronicle.com/business/commodities-reverse-trends-on-ceasefire-movement-still-uncertain-interview-1949313 - * The announcement of a ceasefire in Iran led to reversals in commodity and currency markets. * Gold, silver, platinum and copper increased, while crude oil and natural gas declined. * Gold and silver rallied 2–4%, platinum 5%, copper 2–3%; crude oil fell about 15%. * US dollar remained range-bound; the rupee appreciated 0.5% following the ceasefire. * Prices are volatile and depend on the progression of ceasefire talks. * Gold, silver, and crude prices are influenced by geopolitical tensions, inflation concerns, and inflation expectations. * Federal Reserve policy and US debt concerns influence gold's outlook; a potential rate cut could support prices.
101. https://www.goldstackers.com.au/blog/latest-news/silver-industrial-demand-why-silver-is-so-tied-to-industry-headlines/ - * Silver is now primarily a critical industrial resource, especially in solar panels, electronics, and advanced manufacturing. * The growth of renewable energy, electric vehicles, and electronics increases silver consumption. * Industry strategies such as 'thrifting' aim to reduce silver use, influencing market perceptions. * Developments in manufacturing, technology, and supply chains affect silver market headlines. * Silver's dual role as a monetary and industrial metal continues to shape market dynamics.
102. https://cryptonews.net/news/finance/32676800/ - * Franklin Templeton's chief strategist, Stephen Dover, forecasts only one interest rate cut by the Federal Reserve this year. * The forecast was adjusted from two to one due to rising inflation and oil prices influenced by US-Iran tensions. * Dover states US inflation could reach 3% to 4%, with risks of stagflation if rates are raised. * Uncertainty about Middle East events and oil prices is contributing to inflationary pressures. * The article discusses monetary policy outlook and inflation expectations in the US economy.
103. https://www.foxbusiness.com/economy/fed-official-says-interest-rate-hike-possible-gas-prices-inflation-remain-elevated - * A Federal Reserve policymaker warns of potential rate increases if inflation remains above 2% due to rising gas prices and oil shocks. * Cleveland Fed President Beth Hammack predicts inflation could reach 3.5% in April, the highest since 2024. * The article discusses the impact of the Iran war on energy prices and inflation, and potential effects on economic growth and employment. * The Fed’s next policy meeting is scheduled for April 28-29, with decisions on interest rates expected. * Policymakers are monitoring inflation data and energy price developments closely.
104. https://coingape.com/trending/fomc-meeting-april-2026-date-and-schedule/ - ['* The Federal Open Market Committee (FOMC) is set to meet on April 28 and 29, 2026, in Washington, D.C.', '* The meeting will conclude with an official policy announcement on interest rates and a press briefing by the Federal Reserve Chair.', '* Market expectations indicate a 94% chance of interest rates remaining unchanged based on CME FedWatch, amidst global uncertainties and inflation concerns.', '* The crypto market increased by 4.03% amid a US-brokered ceasefire between Iran and the US, reducing geopolitical risks.', '* The event is significant for financial markets as it influences future monetary policy, inflation, and growth expectations.']
105. https://investinglive.com/centralbank/fomc-minutes-showed-a-growing-openness-to-rate-hikes-from-some-participants-20260408/ - * The March FOMC Minutes show some participants considered rate increases if inflation remains above target. * Risks discussed include elevated inflation, fragile labour markets, and oil shocks. * Market expects about a 40% chance of a rate cut by December, with some members contemplating hikes. * Concerns noted over private credit fund redemptions and AI sector loan exposure. * The minutes reflect a cautious stance amid geopolitical tension and oil price fluctuations.
106. https://www.pv-tech.org/pv-capex-spending-set-for-rebound-in-2026/ - • PV capital expenditure (capex) in 2026 is projected to significantly increase from 2025, reaching over US$29 billion. • Investment growth is driven by an increase in cell production, rising from US$6.4 billion in 2025 to US$9.9 billion in 2026. • Main drivers include a domestic PV production ramp-up in the US and India, shortages of upstream manufacturing outside China, and new manufacturing hubs in the Middle East. • Future investments aim to diversify supply chains outside China, focusing on wafers and polysilicon, with government support shaping these trends.
107. https://www.pv-tech.org/fraunhofer-scientists-reduce-topcon-silver-consumption-by-factor-of-10/ - * Fraunhofer researchers developed an electroplating-based metallisation process for TOPCon solar cells, aiming to reduce silver usage. * The process was tested on pilot systems with an efficiency of 24% for M10-sized cells. * Electroplated copper contacts could almost entirely replace silver in TOPCon cells, using nickel as a diffusion barrier. * The research demonstrated that electroplating is feasible at industrial scale and achieved comparable efficiencies to conventional processes. * The work suggests nickel/copper electroplating could be established in the market within two to three years, offering supply chain advantages.
108. https://www.fxstreet.com/news/fed-minutes-to-offer-insights-into-march-hold-decision-amid-hawkish-outlook-202604081315 - * The Federal Reserve will publish its March 18 meeting minutes on Wednesday. * The minutes are expected to focus on the 'no rush to cut' narrative and hawkish views. * Economic data shows healthy growth, a cooling labour market, and persistent inflation, with energy prices rising due to Middle East tensions. * The Summary of Economic Projections indicates higher inflation through 2026 and a longer restrictive policy outlook. * The dot plot reveals a split among officials on rate reductions and potential hikes in 2027. * Chair Jerome Powell indicated no immediate plans to ease, stressing the need for disinflation confirmation. * Key areas of focus include inflation fears, confidence in disinflation, and risk perceptions within the Committee. * The FOMC will release the minutes at 18:00 GMT, with limited impact expected unless tone is unexpectedly hawkish. * A hawkish tone would likely support the US Dollar, while worries about growth could weaken it.
109. https://ca.investing.com/news/economy-news/bets-rise-on-fed-rate-cut-by-yearend-after-iran-truce-deal-4554199 - * Investors increased bets on Federal Reserve interest rate cuts following a US-Iran cease-fire. * Probability of at least one rate cut by December rose to 43% from 14%. * Market expectations shifted from anticipated cuts to a potential rate increase. * Uncertainty remains due to high energy prices and ongoing Iran conflict. * Oil prices fell below $100 per barrel, but remain above pre-war levels, impacting inflation expectations.
110. https://economictimes.indiatimes.com/news/international/us/why-is-silver-price-up-by-5-7-and-gold-price-by-2-and-will-precious-metals-reach-dream-levels-or-fall-again-analysts-insights-market-outlook-and-what-should-investors-do-now/articleshow/130110711.cms - * Precious metals, including gold and silver, surged after US-Iran ceasefire announcement. * Gold increased 2% to $4,795.99 per ounce; silver jumped 5.7% to $77.06 per ounce. * Falling oil prices and a weakening US dollar supported gains. * Investors increased bets on interest rate cuts, with expectations rising from 14% to 43%. * Analysts forecast continued demand due to geopolitical tensions, lower real interest rates, and diversification needs.
111. https://www.defenseworld.net/2026/04/08/sg-americas-securities-llc-raises-stock-position-in-global-x-silver-miners-etf-sil.html - * SG Americas Securities LLC raised its holdings in Global X Silver Miners ETF (SIL) by 465.8% in the 4th quarter. * The firm owned 14,320 shares worth $1,196,000 after acquiring 11,789 additional shares. * Several other institutional investors also increased or purchased stakes in SIL during Q3. * SIL opened at $92.84, with a market cap of $5.32 billion and a PE ratio of 32.07. * The ETF tracks a market-cap-weighted index of silver mining companies, launched in April 2010.
112. https://londonlovesbusiness.com/the-future-of-silver-where-are-prices-heading/ - * Silver is reasserting itself as an asset with both hedging and industrial growth potential, especially near the $75.00 level. * Rising industrial demand, driven by the transition to clean energy, is expected to support silver prices over the medium to long term. * Global monetary policies, interest rates, and the US dollar significantly influence silver’s trajectory. * Geopolitical risks support demand for silver as a safe-haven, though less so than gold. * Market uncertainty reflects a consolidation range, with a positive outlook balanced by potential corrections.
113. https://dinarchronicles.com/2026/04/08/freedom-fighter-currency-war-means-global-revaluation/ - * The article discusses currency revaluation connected to disruptions in the petrodollar system caused by tensions in the Strait of Hormuz. * It highlights potential shifts in global monetary policy and demands for currency revaluation. * The article mentions a US-backed war on Iran and regional geopolitical tensions impacting currency movements. * It references discussions around weakening the dollar and global monetary system implications. * The focus is on investor demand for safe-haven assets including gold and silver in the context of geopolitical instability.
114. https://www.investing.com/news/economy-news/fed-minutes-of-march-meeting-could-flesh-out-how-policymakers-view-war-risks-to-economy-4602472 - * Fed minutes from March discuss the potential impact of the Ukraine-Russia conflict and oil shocks on inflation and economic growth. * The meeting considered alternative scenarios with higher oil prices due to ongoing conflict, which could raise US inflation by up to 1.47 percentage points. * Policymakers maintained the current interest rate, indicating no imminent rate hikes amid inflation concerns. * The US inflation forecast for 2026 was raised to 2.7%, with energy prices as a key factor. * The article assesses the economic implications of geopolitical risks and commodity shocks on US monetary policy and inflation expectations.
115. https://www.xtb.com/cy/market-analysis/news-and-research/ny-fed-survey-signals-inflation-spike-in-the-us-eurusd-at-1-157 - * The New York Fed survey shows short-term inflation expectations rose to 3.4% in March, driven mainly by energy shocks. * Longer-term inflation expectations remain stable at around 3.0%. * Energy prices, especially gasoline, increased significantly, influencing inflation forecasts. * Fed officials suggest policy remains "well positioned", with no immediate rate changes anticipated. * The survey indicates rising inflation expectations amid geopolitical tensions and energy costs, but no signs of demand overheating. * Consumer sentiment softened, with increased unemployment expectations, though the labour market remains stable. * The report supports the higher-for-longer interest rate narrative, with inflation still above target but not yet alarming.
116. https://www.ndtv.com/world-news/gold-silver-rates-trumps-iran-ceasefire-everyones-relaxed-except-gold-what-does-it-know-11326635#publisher=newsstand - * Markets increased after the US-Iran ceasefire, but gold prices rose independently of other markets. * Gold futures climbed approximately 4%, silver increased over 6%, despite equities and oil rallying. * Investors see short-term relief from geopolitical risk but have long-term concerns over inflation and supply chains. * Heavy AI spending and inflation pressures support gold amidst geopolitical stability. * Market indicates relief in the short term but caution over long-term risks.
117. https://renewablewatch.in/2026/04/08/aroma-solar-commences-operations-at-1-2-gw-solar-module-manufacturing-facility-in-haryana/ - ['* Aroma Solar, a subsidiary of Aroma Agrotech, operates a fully automated, AI-driven solar module plant in Karnal, Haryana.', '* The facility has a capacity of 1.2 GW and uses TOPCon technology.', '* The plant produces modules of 620 W to 635 W with 23.51% efficiency and employs AI-based quality verification.', '* Aroma Solar is exploring entry into solar cell and wafer production to enhance supply chain control.']
118. https://www.energytrend.com/news/20260408-51198.html - ['*On April 3, CECEP Solar Energy raised RMB 2.95 billion through a public issuance of convertible bonds.*', '*Funds are allocated for constructing six photovoltaic and energy storage projects, with a total investment of RMB 4.566 billion.*', '*Key projects include a 250MW/1,000MWh energy storage system in Xinjiang and several photovoltaic power stations across China.*', '*The company announced personnel changes, including a new General Manager, with no adverse operational impact.*', '*The fundraising aims to expand PV capacity, enhance energy storage, and strengthen market position in China’s renewable sector.*']
119. https://plo.vn/gia-vang-tang-manh-nho-ky-vong-ha-nhiet-xung-dot-trung-dong-post903132.html - - Gold prices increase significantly in both domestic and international markets on 8 April 2026, driven by optimism over ceasefire prospects in the Middle East. - Domestic gold prices rose by up to 4.5 million VND per lượng, marking the strongest increase since early February. - International gold prices reached 4,810 USD/ounce, the highest since recent declines, narrowing the gap with domestic prices. - Market sentiment improved with the potential for a two-week ceasefire, boosting gold and silver prices and reducing risk aversion. - Experts suggest further positive movement toward 5,000 USD/ounce, with silver exceeding 76 USD/ounce. - However, risks remain from previous declines, inflation, energy prices, and uncertain geopolitical developments.
120. https://www.fxstreet.com/news/34-in-12-months-what-are-us-consumers-bracing-for-202604071532 - * The Federal Reserve's Survey of Consumer Expectations for March shows one-year inflation expectations at 3.4%, up from 3.0% in February. * Consumers cite gas and food prices, alongside Middle East conflict, as key inflation drivers. * Short-term expectations increased sharply, while three- and five-year expectations remained steady. * Market anticipates the Fed will maintain rates through 2026, with little chance of rate cuts this year. * Upcoming FOMC Minutes are expected to indicate hawkish policy discussions.
121. https://www.investing.com/news/stock-market-news/fomc-minutes-and-crude-oil-inventories-highlight-wednesdays-data-93CH-4601203 - * The Federal Reserve will release minutes from its most recent meeting, providing insights into monetary policy and interest rate decisions. * The Energy Information Administration will publish its weekly crude oil inventories report. * Several other economic indicators such as Cushing oil inventories, treasury yields, and mortgage activity are scheduled for release. * August 8, 2026, is set to see key data impacting inflation, energy prices, and monetary policy outlook.
122. https://news.robotfx.org/2026/04/update-silver-holds-losses-currency-news.html - * Silver declined about 2% on Tuesday, dropping below $71.60 per ounce. * Investors adopted a defensive stance before the US deadline related to the Strait of Hormuz. * The US conducted strikes on military targets in Iran and increased tensions in the Middle East. * Silver’s decline tied to a strengthening US dollar and shift in Federal Reserve expectations from rate cuts to hikes. * Elevated oil prices and market forced liquidations contributed to the metal’s performance decline.
123. https://en.sedaily.com/international/2026/04/08/ny-feds-williams-core-inflation-largely-unchanged-by-iran - * John Williams, president of the Federal Reserve Bank of New York, predicts no significant rise in core inflation due to Iran war. * He states current interest rates of 3.50–3.75% remain appropriate. * Williams has lowered the US economic growth forecast from 2.50–2.75% to 2.00–2.50%. * He indicates monetary policy position is suitable to observe Middle East conflict fallout. * Labour market remains stable, with no signs of weakening.
124. https://mishtalk.com/economics/cleveland-fed-projects-highest-month-over-month-inflation-levels-since-june-2022/ - * Cleveland Fed data predicts rising month-over-month inflation, reaching levels not seen since June 2022. * Inflation outlook is mixed with short-term inflation pressures from war, tariffs, and energy prices. * Federal Reserve's interest rate outlook remains uncertain, with increased probabilities of rate cuts by June 2027. * Market sentiment suggests potential long-term demand destruction and stagflation risks. * The article discusses the implications of inflation trends and monetary policy on financial markets.
125. https://investinglive.com/centralbank/feds-jefferson-flags-inflation-risks-labour-market-vulnerability-amid-oil-shock-20260407/ - * Federal Reserve Vice Chair Philip Jefferson warned of rising inflation risks and labour market fragility on April 7. * He indicated the current policy rate of 3.50%–3.75% is broadly appropriate, maintaining a wait-and-see approach. * Jefferson described the labour market as "roughly in balance" but vulnerable to downside shocks, with a current unemployment rate of around 4.3%. * Inflation remains above the 2% target, with recent energy price increases linked to geopolitical tensions expected to push inflation higher in the near term. * External geopolitical and trade uncertainties add further upside risks to inflation, potentially impacting consumption and investment.
126. https://www.aa.com.tr/en/economy/fed-vice-chair-says-rates-well-positioned-despite-heightened-iran-war-uncertainty/3896843 - * US Federal Reserve Vice Chair Philip Jefferson said the current interest rate stance remains appropriate despite heightened geopolitical and energy market uncertainty. * Jefferson cited the Iran war, trade policy risks, and higher energy prices as factors elevating inflation risks in the near term. * He highlighted that the Fed’s policy is supporting employment and inflation targets amid these uncertainties. * Jefferson warned about the potential impact on job growth if uncertainty persists. * His remarks followed the Fed’s decision to keep interest rates unchanged at its March meeting.
127. https://www.americanbanker.com/news/feds-jefferson-cautious-about-labor-market-gains - * Federal Reserve Vice Chair Philip Jefferson expressed concern over the fragility of the labour market and the potential impact of economic shocks. * Jefferson highlighted that recent employment data may mask ongoing vulnerabilities and warned of negative shocks delaying job growth. * He noted inflation remains above the Fed’s 2% target, mainly due to tariffs, with energy prices and geopolitical tensions posing upward risks. * Comments come amid a shift in Fed focus towards inflation driven by geopolitical tensions, especially the Iran war, affecting energy prices. * Powell warned inflation expectations could rise if supply shocks persist, influencing monetary policy outlook.
128. https://stockhead.com.au/resources/west-coast-silver-eyes-high-grade-shoots-beneath-elizabeth-hill/ - * West Coast Silver prepares to commence a 1500m diamond drilling program at Elizabeth Hill in the Pilbara, WA, targeting high-grade silver extensions. * The drill program will involve six holes, testing mineralisation below and along strike from the former underground mine, starting in early April. * Past drilling confirmed mineralisation extends to surface and along the Munni Munni Fault, with notable intercepts including 63m at 762g/t silver. * The campaign aims to evaluate depth potential and the 'Pearls of String' concept, which suggests high-grade shoots may repeat along the fault. * Results are expected in the current quarter, with implications for resource scale expansion.
129. https://mining.com.au/silver-enters-into-spotlight-q1-2026/ - * Silver's price briefly reached US$119 an ounce in January 2026, then sat at US$72, down 16.9% in a month, but up 144.34% YoY. * Investment demand for silver expected to rise 20% in 2026, with global ETP holdings reaching 1.31 billion ounces. * Industrial demand accounts for approximately 60% of total silver demand, driven by solar energy, electronics, and AI data centres. * Silver supply projected to increase by 1.5% to 1.05 billion ounces in 2026, with notable growth from primary silver mines in Mexico, China, Canada, and Morocco. * Exploration activities are expanding, with projects like Tinka Resources' Ayawilca and Silver North Resources' Haldane aimed at revealing new silver deposits. * Market drivers include geopolitical uncertainty, US policy uncertainty, and a volatile energy transition landscape.
130. https://johnlothiannews.com/goldman-citadel-clash-with-brokers-over-options-clearing/?utm_source=rss&utm_medium=rss&utm_campaign=goldman-citadel-clash-with-brokers-over-options-clearing - * The article reports on various financial market developments, including ETF activities targeting indices like the Nasdaq 100, and investor sentiment indicators reaching levels beyond the 2008 financial crisis. * It discusses inflows and outflows in ETF markets, regulatory updates affecting trading activities, and changes in market liquidity for financial instruments involving precious metals. * The article also covers market participants' behaviour, such as institutional shifts in investment strategies and geopolitical risks impacting market costs, notably in Indian banks. * The content is relevant given its focus on investment flows, fund activity, and market liquidity implications related to ETFs and precious metals sectors.
131. https://bitcoinworld.co.in/oil-shock-federal-reserve-policy-mufg/ - * A sustained surge in global oil prices complicates the Federal Reserve's inflation fight, according to MUFG. * Factors include geopolitical instability, OPEC+ decisions, global demand, and limited new production capacity. * Oil shocks threaten price stability and impact inflation measures like CPI and PCE. * The Fed must decide whether rising inflation is temporary or persistent, impacting interest rate policies. * MUFG predicts a cautious, 'higher-for-longer' stance, with global implications for markets and currency valuation.
132. https://www.xtb.com/en/market-analysis/fed-goolsbee-warns-on-the-stagflation-risk-in-the-us - * Austan Goolsbee of the Chicago Federal Reserve highlights concerns about a potential return of inflationary pressures amid rising oil prices in the US. * Goolsbee compares current conditions to a stagflationary shock with energy costs and economic slowdown risks, including a potential stagflationary recession. * Rising fuel prices toward $5 per gallon could disrupt supply chains and increase broad cost pressures. * The Fed faces high uncertainty regarding future policy responses, with concerns over entrenched inflation and limited room for quick action. * The US dollar index could increase but depends on global economic resilience and consumer response to higher prices.
133. https://www.financialcontent.com/article/marketminute-2026-4-7-the-warsh-shock-fed-hawkishness-triggers-a-liquidity-rupture-in-gold-and-silver - - The "Warsh Shock" refers to a market reaction following Kevin Warsh's nomination as Federal Reserve Chair, signalling a hawkish monetary regime. - Hotter-than-expected inflation data and a surge in the US dollar index prompted a liquidity crisis in April 2026. - Institutional investors liquidated gold and silver holdings, causing notable price declines across ETFs and mining stocks. - Major market players like VanEck GDXJ, GLD, and SLV experienced significant drops on April 2, 2026. - The event marks a shift from the post-2008 monetary policy consensus towards a disciplined, scarcer dollar regime, impacting precious metals and broader markets.
134. https://bitcoinethereumnews.com/finance/ecb-front-loaded-hikes-on-the-horizon/?utm_source=rss&utm_medium=rss&utm_campaign=ecb-front-loaded-hikes-on-the-horizon - * Nordea analysts expect the European Central Bank (ECB) to prioritise inflation over growth due to the Middle East conflict and price pressures. * Forecasts four 25 basis point rate hikes starting in June, reaching 3% by October, maintaining until 2027. * Hikes could begin as early as April or involve larger increments if inflation worsens. * The decision depends on energy prices, economic performance, and broader price pressures. * The article discusses ECB monetary policy expectations amid inflation concerns.
135. https://www.actionforex.com/live-comments/635956-feds-williams-sees-no-policy-shift-despite-oil-driven-inflation-risks/ - * New York Fed President John Williams indicates the Fed may remain on pause despite rising energy prices from the Iran conflict. * Williams states underlying inflation remains stable, despite oil-driven headline inflation increases. * He downgrades his 2026 growth outlook slightly, maintains confidence in the labour market. * Williams emphasises no urgency to change monetary policy, and the Fed will monitor oil shock impacts.
136. https://www.americanbankingnews.com/2026/04/07/sowell-financial-services-llc-sells-26038-shares-of-abrdn-physical-silver-shares-etf-sivr.html - * Sowell Financial Services LLC reduced its stake in abrdn Physical Silver Shares ETF by 38.9% in the 4th quarter. * The firm owned 40,843 shares worth $2,763,000 after the sale. * Several institutional investors acquired new stakes or increased their holdings during the same period. * The ETF's stock opened at $69.42 and ranged between $28.23 and $115.26 over the past year. * The ETF tracks silver bullion price performance, managed by ETF Securities USA LLC.
137. https://www.ad-hoc-news.de/boerse/news/ueberblick/silver-price-hits-multi-month-high-amid-industrial-demand-surge-and-dollar/69096945 - * Silver prices exceeded $32 per ounce, reaching a multi-month high in early 2026.* * Surge driven by rising industrial demand, notably from solar panel manufacturing.* * Supply deficits persisted, with market imbalance widening in 2026.* * Weakening of the U.S. dollar provided additional market support.* * U.S. solar policy and green energy investments contributed to increased silver consumption.*
138. https://www.financialcontent.com/article/marketminute-2026-4-7-silvers-fragile-recovery-navigating-the-70-floor-amidst-the-ai-industrial-revolution - ['*The global silver market experienced a sharp correction after reaching an all-time high of $121.67 in January 2026, with prices stabilising between $70 and $72.', "*The market's current price forms a 'fragile recovery' supported by a persistent structural deficit of nearly 900 million ounces since 2021 and demand from AI and green energy sectors.", "*China's recent export restrictions as a 'dual-use strategic material' have limited supply, adding geopolitical complexity.", '*Major silver producers like First Majestic Silver, Hecla Mining, and Pan American Silver are navigating rising costs and supply constraints, with industry-wide All-In Sustaining Costs increasing by 25%.', '*Silver’s critical role in AI hardware, where high silver content in servers enhances performance, has driven increased industrial demand, especially in data centres and chip manufacturing.']
139. https://www.pv-tech.org/waaree-energies-subsidiary-commissions-3gw-pv-module-plant-in-gujarat/ - * Waaree Energies' subsidiary launches a 3GW photovoltaic module plant in Gujarat. * The development is part of Waaree's 'Waaree 2.0' strategy for an integrated solar value chain. * Waaree operates 22.3GW of solar module capacity globally and 5.4GW of solar cells. * Recently, Waaree started construction of a 10GW solar ingot and wafer plant in Nagpur, Maharashtra. * The company invested approximately INR62 billion (US$671 million) in the Nagpur facility, expected to create over 8,000 jobs. * In October 2025, Waaree secured solar module contracts totaling 692MW, including orders in India and from a US subsidiary.
140. https://www.ad-hoc-news.de/boerse/news/ueberblick/spot-silver-holds-above-70-amid-iran-war-volatility-and-technical-support/69097166 - * Spot silver prices stabilised around $70.50 per ounce on Tuesday, down nearly 3% but 50% above all-time highs.* * Prices reflect ongoing Iran War tensions and inflationary pressures from surging oil prices.* * Silver's role as an industrial metal and inflation hedge remains significant for U.S. portfolios.* * Technical support levels include the 200-day moving average near $67.38.* * Industrial demand, especially in solar and electronics, underpins supply deficits and price resilience.*
141. https://ca.investing.com/news/economy-news/williams-expects-2026-inflation-at-275-cites-war-impact-93CH-4552148 - * John Williams, New York Federal Reserve President, expects inflation to reach approximately 2.75% in 2026.* He noted ongoing war impacts may add a tenth or two to core inflation.* Williams forecasted the US economy growth rate at 2%-2.5% for 2026.* He described the current labour market as low hire, low fire, and low unemployment.* Williams stated that the labour market is not pushing inflation higher.* The article also discussed Federal Reserve leadership and policy stance.
142. https://londonlovesbusiness.com/silver-consolidates-as-geopolitical-deadline-keeps-markets-on-edge/ - * Silver prices traded sideways amid geopolitical uncertainty, with markets cautious ahead of US-imposed Iran deadline. * The geopolitical developments kept oil prices elevated, reinforcing inflation concerns. * Federal Reserve officials' remarks support expectations of unchanged interest rates and limited upside for silver. * The market's structural backdrop remains constructive, with a sixth consecutive annual supply deficit forecast. * Market attention turns to Federal Reserve minutes and inflation data to gauge monetary policy impact.
143. https://www.ad-hoc-news.de/boerse/news/ueberblick/oil-prices-hover-near-111-as-strait-of-hormuz-tensions-persist-amid/69096828 - * Oil prices remain near $111 due to US-Iran tensions and disruptions in the Strait of Hormuz, a key global supply route. * Disruptions have slashed flows to less than 10% of pre-conflict levels, causing supply concerns and geopolitical risk premiums. * WTI crude pulled back from intraday highs of $115.50 to around $111; Brent remained near $110-111. * The US market is influenced by Iran-related tensions, with crude prices impacting gasoline costs and inflation expectations. * Ongoing geopolitical risks threaten to increase inflation pressures and challenge Federal Reserve rate-cut prospects.
144. https://www.finance-monthly.com/fed-interest-rates-rise-gas-prices-inflation/ - * A senior Federal Reserve official signals rates could increase despite growth slowdown risks. * Energy-driven inflation linked to the Iran war is pushing prices higher while weakening demand. * The Fed faces conflicting signals: inflation suggests rate hikes, but slowing growth calls for cuts. * Economic uncertainty arises from external shocks, complicating policy responses. * Rising gas prices and potential rate increases may impact mortgages, business loans, and household spending.
145. https://chemindigest.com/aroma-solar-commences-production-at-ai-driven-solar-module-facility-in-haryana/ - * Aroma Solar, a division of Aroma Agrotech Pvt. Ltd., commenced operations at a 1.2 GW fully automated, AI-driven solar manufacturing plant in Karnal, Haryana. * The plant uses TOPCon technology and robotic automation to produce high-efficiency solar modules in the 620 W to 635 W range, with efficiencies up to 23.51%. * AI-powered inspection systems monitor quality in real time, ensuring high standards and long-term durability. * The facility focuses on quality-driven manufacturing for utility-scale solar projects, using Tier-1 raw materials. * Future expansion plans include solar cell and wafer production, supporting India’s domestic solar manufacturing growth.
146. https://www.vtmarkets.com/live-updates/amid-middle-east-ceasefire-hopes-silver-rebounds-holding-gains-near-73-30-73-50-per-troy-ounce-during-european-hours/ - * Silver traded near $73.30–$73.50 per troy ounce during European hours, rebounding from earlier losses. * Market support emerged as expectations for a hawkish Federal Reserve stance decreased, amid reports of Middle East ceasefire talks. * US and Iran received a proposal for a two-step ceasefire; regional diplomatic contacts are ongoing. * Traders anticipate delayed Fed rate cuts, with recent US inflation cooling to 2.9% year-over-year. * Industrial demand from green energy initiatives, especially solar installations, supports silver prices amidst geopolitical easing.
147. https://www.newswire.com/news/silver-storm-expands-senior-leadership-and-technical-team - * Silver Storm Mining Ltd. announces addition of four senior professionals to its leadership team. * The new team aims to facilitate the restart of the La Parrilla Silver Mine by Q2 2026. * The company holds advanced-stage silver projects in Durango, Mexico, including La Parrilla and San Diego. * Stock options granted to officers, employees, and consultants, subject to TSX Venture Exchange acceptance. * The company’s focus is on advancing its silver projects and potentially restarting operations in Mexico.
148. https://blockonomi.com/trumps-iran-ultimatum-sends-bitcoin-oil-and-stock-markets-into-uncertainty/ - * President Trump issued a Tuesday midnight ultimatum to Iran, warning of infrastructure destruction if negotiations fail, impacting markets. * Bitcoin retreated to $68,589 after brief rally; oil prices increased beyond $112 per barrel amidst geopolitical tensions. * Equity index futures declined Tuesday morning, despite previous gains, amid concerns over diplomatic deadlines. * Crude oil prices rose to over $112 per barrel; Brent approached $115.66, reflecting rising energy costs. * The article discusses how geopolitical instability influenced investor demand for safe-haven assets.
149. https://www.arkansasonline.com/news/2026/apr/07/fed-official-predicts-hikes-to-interest-amid-iran/ - * A Federal Reserve official indicated that a rate hike could be appropriate if inflation remains above the 2% target, especially after rising gas prices due to the Iran war. * The official, Beth Hammack, suggested keeping rates unchanged or potentially cutting them if economic conditions worsen. * The US government is set to release inflation data, including the impact of higher gas prices, with economists forecasting inflation to rise to 3.1% in March. * Rising gas prices have increased consumer concerns and could slow economic growth, impacting the Fed’s inflation and employment mandates. * Hammack highlighted rising fuel costs as the primary concern from her district in Ohio and surrounding states.
150. https://www.fxstreet.com/news/dxy-bracing-for-deadline-risk-ing-202604070813 - • ING's Chris Turner reports the US Dollar Index (DXY) remains supported as markets await a White House deadline linked to US-Iran conflict and rising energy prices. • Geopolitical tensions and strong US economic data could lead to Federal Reserve rate hikes. • Market expects DXY to stay within 100.00-100.50 as traders prepare for upcoming deadlines and data releases. • Expectation of an inflation increase to 3.4% and potential Fed interest rate hikes if energy prices rise further.
151. https://bitcoinethereumnews.com/finance/it-is-too-early-to-say-if-a-rate-hike-is-needed-for-april-meeting/?utm_source=rss&utm_medium=rss&utm_campaign=it-is-too-early-to-say-if-a-rate-hike-is-needed-for-april-meeting - * European Central Bank (ECB) policymaker Dimitar Radev stated it is too early to determine if a rate hike is needed at April's meeting. * Radev mentioned that the likelihood of adverse inflation is increasing and inflation expectations may shift faster due to recent price surges. * The ECB must be prepared to act if inflation persistence signs emerge. * Inflation expectations are currently anchored, with second-round impacts not yet visible. * Market reaction saw the EUR/USD pair slightly down at 1.1537.
152. https://solarquarter.com/2026/04/07/aroma-solar-launch-fully-automated-12-gw-solar-module-facility-begins-production-in-karnal/ - * Aroma Solar begins production at its automated solar module manufacturing plant in Karnal, India. * The facility features AI-enabled production lines to improve efficiency and quality. * It aims to produce high-efficiency solar modules of 620–635 W with ~23.51% efficiency. * The plant supports India's domestic solar manufacturing expansion and aligns with Make in India initiatives. * Reflects India's broader push for high-efficiency module production amid rising renewable targets and supply chain considerations.
153. https://www.canadianmortgagetrends.com/2026/04/u-s-inflation-seen-spiking-in-first-snapshot-since-iran-war/ - • U.S. consumer price index (CPI) for March expected to rise by 1% due to gas price increase following Iran war. • Core CPI, excluding energy and food, projected to increase by 0.3%. • Oil prices have surged to nearly $120 a barrel amidst Middle East conflict and Strait of Hormuz disruptions. • The Federal Reserve’s core PCE index is seen rising by 0.4% in February, indicating persistent inflation pressures. • Inflation risks linked to Middle East conflict are affecting Fed's interest rate policy outlook.
154. https://smallcaps.com.au/article/broken-hill-mines-reports-increased-silver-lead-zinc-production-during-ramp-up-of-rasp-mine - - Broken Hill Mines (ASX: BHM) reports production growth at its Rasp silver-lead-zinc mine in New South Wales during March quarter. - Total ore processed: 115,653 tonnes, up 3.6% from December quarter. - Silver production: 78,649 ounces, up 51.7%. - Lead and zinc produced: 2,473 tonnes (+48.5%) and 3,113 tonnes (+7.9%), respectively. - The company is ramping up operations at Main Lode, Pinnacles open pit, and underground mine. - Mining lease extensions confirmed; leases extended to 2047. - Exploration licences granted; collaboration with Kingfisher Mining to process ore at Rasp plant.
155. https://cmi-gold-silver.com/gold-silver-prices-geopolitical-risk/ - * Recent rise in gold and silver was influenced by pre-existing geopolitical tensions, not just new events. * Metals market did not react dramatically upon unfolding geopolitical events due to prior pricing in risks. * Market consolidation indicates pausing after a strong rally, not necessarily trend reversal. * Short-term targets like $4,850 for gold are volatile and subject to rapid change. * The relationship between gold and petroleum, as well as interest rates, is complex and not directly controlled. * Gold and silver are viewed as attractive long-term and short-term investments amid ongoing uncertainty. * Market behaviour is influenced by geopolitical tension, economic uncertainty, and broader financial concerns.
156. https://www.latimes.com/business/story/2026-04-06/key-fed-official-sees-possible-rate-hike-amid-higher-gas-prices-inflation-concerns - * A Federal Reserve official indicated that an interest rate hike could be appropriate if inflation remains above 2%. * Beth Hammack, Fed Bank of Cleveland president, discussed scenarios for rate increases or cuts based on inflation and economic conditions. * Rising gas prices, currently at $4.12 per gallon, and inflation forecasts are influencing policy considerations. * The March inflation report is expected to show a significant increase due to higher energy prices. * The Fed's inflation estimates suggest inflation could reach 3.5% in April, moving away from the 2% target.
157. https://www.fox7austin.com/news/inflation-fears-could-push-fed-raise-interest-rates-key-official-says - * A Federal Reserve official indicated the possibility of interest rate hikes due to high inflation. * The consumer price index increased by 2.4% in February, with energy prices influencing inflation. * The Fed may raise rates later this week or lower them if economic conditions worsen, according to the official. * The inflation rate could jump to 3.1% or 3.5% in March and April respectively, influenced by energy prices. * President Trump has urged for lower interest rates, which the Fed is expected to decide on late this month.
158. https://investinglive.com/centralbank/icymi-feds-goolsbee-hammack-warn-inflation-risks-rising-as-energy-shock-bites-20260406/ - * Federal Reserve officials Goolsbee and Hammack warn that inflation risks are increasing, driven by energy shocks and tariffs. * They characterise inflation as 'orange' or worse, indicating elevated concern. * Goolsbee warns of inflation drifting toward 'red', suggesting stagflationary risks. * Hammack notes inflation has remained above target for about five years and has shown little progress. * Both officials signal a bias towards maintaining tighter monetary policy amid persistent inflation and resilient growth. * Labour market conditions are seen as near full employment, with mixed hiring momentum. * Financial stability is maintained, although asset valuations raise concerns. * The policy outlook suggests rates may stay elevated longer due to inflation pressures.
159. https://finance.yahoo.com/economy/policy/articles/jpmorgan-stark-message-next-fed-180300978.html - * JPMorgan's chief economist forecasts zero rate cuts through 2026, with a potential 25 basis point increase in Q3 2027, raising the federal funds rate to 4.00%.* * The forecast contrasts with the Federal Reserve and Wall Street projections amid persistent inflation and elevated energy prices caused by the Iran conflict.* * Michael Feroli cited a resilient labour market and above-target inflation as reasons for maintaining high rates.* * The Iran war has increased energy prices, adding upward inflation pressure; the Fed acknowledged economic uncertainty.* * Market expectations align more with JPMorgan’s outlook, with low probabilities of rate cuts or hikes in 2026.*
160. https://metalsandminers.substack.com/p/from-oil-shocks-to-solar-booms-the - * Middle Eastern conflict, particularly involving Iran, sharpens focus on energy security and renewable energy investments. * Increased demand for solar energy, which relies on silver, driven by concerns over fossil fuel supply shocks. * Solar power consumes over 25% of annual global silver supply, making it a key industrial user. * Silver has maintained a price floor between $70 and $75 despite market pullbacks. * Silver miners are generating high free cash flow and operating with tech-like margins.
161. https://neworleanscitybusiness.com/blog/2026/04/06/wells-fargo-federal-reserve-rate-cuts-2026/ - * Wells Fargo Investment Institute reverses its forecast of two Fed rate cuts in 2026, citing inflation and Middle East conflict risks. * Citigroup delays its rate-cut timeline, now expecting cuts starting in September 2023. * Strong US job gains in March influence the outlook for rate hikes. * Both institutions cite geopolitical and inflation risks as reasons for the delay.
162. https://www.altitudesmagazine.com/fed-pauses-rate-cuts-after-new-tariffs-push-consumer-prices-highest/ - * The Federal Reserve held the federal funds rate at 4.25-4.50% on April 2, 2026, citing inflation data and tariff effects. * March 2026 Consumer Price Index data showed headline CPI at 4.1%, with increased prices in import-sensitive goods. * Tariffs enacted since October 2025 have contributed to rising consumer prices, especially in electronics, apparel, and household goods. * Economists regard tariffs as a primary driver of inflation, with some expecting inflation to moderate over 12-18 months. * Financial markets responded negatively following the inflation report, with the S&P 500 declining 2.1% and Treasury yields rising. * Market expectations suggest likely rate stability at the upcoming Federal Reserve meeting in June 2026.
163. https://www.zerohedge.com/markets/key-events-week-cpi-pce-durable-fomc-minutes-and-more - * The week features US economic data releases including CPI, PCE, durable goods, and GDP, with focus on inflation trends. * The March CPI is expected to show significant energy price impact, with gasoline prices rising 25%, pushing headline inflation higher. * February PCE and income data may signal persistent inflation pressures, with core PCE expected to remain elevated. * Federal Reserve officials' speeches and FOMC minutes will inform monetary policy outlook amidst recent strong jobs data and geopolitical risks. * Markets await the March CPI report to assess inflation's trajectory and implications for Fed policy, especially amid rising energy costs.
164. https://news.ssbcrack.com/federal-reserve-considers-interest-rate-hike-as-inflation-concerns-rise/ - * The Federal Reserve hints at potential interest rate increases if inflation remains above 2%. * Beth Hammack from the Cleveland Fed discusses the possibility of rate adjustments due to gas prices and economic slowdown. * Other Fed officials, including Austan Goolsbee, suggest rate hikes could be considered. * Rising gas prices and inflation forecasts indicate an increase to 3.1% or higher in 2023. * Ongoing geopolitical tensions and gas price surges are key factors influencing monetary policy considerations.
165. https://parameter.io/fed-chiefs-signal-no-interest-rate-relief-inflation-warnings-intensify-for-2026/ - * Federal Reserve regional presidents describe inflation as 'orange' or higher, with warnings intensifying for 2026. * Policymakers cite trade tariffs and Middle East conflict as drivers of rising inflation, with energy prices affected by Iran war. * March unemployment fell to 4.3%, mainly due to labour force exits rather than job creation. * Central bank officials prefer maintaining restrictive policies over rate reductions. * Economic assessment indicates cautious stance on financial stability and ongoing inflation pressures.
166. https://cryptonaute.fr/kevin-warsh-senat-audition-bitcoin-crypto/ - * Kevin Warsh's confirmation hearing scheduled for 16 April 2026 before the Senate Banking Committee. * Markets focus on potential shifts in US interest rate policy and Federal Reserve balance sheet management. * Warsh's stance on reducing the Fed's balance sheet versus rate cuts could impact cryptocurrency market sentiment. * US macroeconomic environment characterised by inflation, geopolitical tensions, and institutional uncertainties. * Policy signals from Warsh may influence the trajectory of crypto assets, especially Bitcoin and altcoins, via US dollar liquidity conditions.
167. https://www.ad-hoc-news.de/boerse/news/ueberblick/spot-silver-wobbles-near-72-50-as-trump-iran-ultimatum-fuels-geopolitical/69088891 - * Spot silver prices hover around $72.50 in early Asian trading, reflecting geopolitical tensions and macroeconomic headwinds. * President Trump's Iran ultimatum fuels safe-haven volatility, impacting silver as both industrial metal and store of value. * Oil-driven inflation fears and hawkish Federal Reserve expectations contribute to a monthly decline in silver prices. * US dollar strength and rising Treasury yields limit gains, challenging silver's appeal as an inflation hedge. * Industrial demand remains bullish, but macro factors dominate short-term price dynamics.
168. https://www.thehindubusinessline.com/markets/commodities/gold-rises-over-1-to-151-lakh10g-in-futures-trade/article70829976.ece - * Gold prices increased over 1% to ₹1.51 lakh per 10 grams in futures trading on Monday, driven by escalating geopolitical tensions in West Asia. * The June futures climbed ₹1,621 (1.08%) on the Multi Commodity Exchange, despite recent declines since the conflict started. * Overseas, June gold futures gained $47.55 (1.02%) to $4,727.25 per ounce amid volatile market sentiment. * Analysts cited geopolitical tensions, rising energy prices, inflation concerns, and expectations of interest rate hikes as factors affecting gold prices. * Investors are monitoring US macroeconomic data and Federal Reserve policy signals for further market direction.
169. http://www.kakiforex.com/2026/04/hot-us-data-week-inflation-consumer.html - * US economic data in April 2026 highlights inflation and consumer spending trends. * Key indicators include ISM Services PMI, Durable Goods Orders, Personal Income, Consumer Price Index, and Factory Orders. * Data suggests resilience in the US economy, with possible implications for interest rates and USD strength. * Inflation figures, especially Core PCE and CPI, are central to Fed policy outlooks. * Market response will depend on whether inflation and spending stay above or fall below expectations.
170. https://bitcoinethereumnews.com/crypto/the-feds-next-move-hangs-on-four-numbers-this-week-what-crypto-traders-must-watch/?utm_source=rss&utm_medium=rss&utm_campaign=the-feds-next-move-hangs-on-four-numbers-this-week-what-crypto-traders-must-watch - * Four U.S. economic reports, including FOMC minutes, PCE inflation, Q4 GDP, and CPI, will impact Bitcoin's price movement. * Market expectations focus on inflation data and Federal Reserve interest rate outlooks. * Bitcoin has shown strong correlation with the S&P 500, indicating macroeconomic influences. * Positive inflation surprises could tighten financial conditions, pushing Bitcoin lower; softer readings may boost prices. * Institutional bitcoin demand remains high amid macro headwinds, with key data points likely influencing April's market trajectory.
171. https://realeconomy.rsmus.com/market-minute-dont-ignore-short-term-inflation-expectations/ - - The article analyses the impact of recent oil shocks and geopolitical tensions on inflation expectations, emphasising the risk of underestimating short-term inflation. - It highlights that inflation expectations for the year ahead have spiked to 5%, exceeding the Federal Reserve’s 2% target. - The article discusses the potential policy response of the Federal Reserve, noting the likelihood of near-term inflation reaching 4-5% over the next three months. - It warns of the importance for monetary authorities to factor short-term expectations into their decisions, especially amid ongoing energy shocks and geopolitical unrest. - The article is based on market data, Federal Reserve comments, and economic forecasts, focusing on inflation trends and central bank policy considerations.
172. https://www.haber3.com/guncel/unlu-ekonomist-doc-dr-filiz-eryilmazdan-borsa-altin-ve-gumus-icin-kritik-uyari-haberi-6251990 - * Economists Filiz Eryılmaz issues warnings about gold, silver, and Borsa İstanbul amid geopolitical tensions and US-Iran developments. * She highlights key technical levels for gold, silver, and Borsa, advising careful trading and situational awareness. * The active trading zones for gold, silver, and Borsa are specified, with caution urged due to geopolitical uncertainties. * The analysis is based on the timing of US sanctions expiry and market reactions amidst international tensions. * The report emphasises cautious, stepwise investment strategies during ongoing geopolitical instability.
173. https://bitcoinworld.co.in/us-dollar-index-forecast-dxy-support/ - * The US Dollar Index (DXY) stays above the 100.00 psychological level and its nine-day EMA, indicating technical resilience. * The index's position suggests sustained short-term bullish momentum amid macroeconomic factors. * Relative monetary policy divergence, particularly higher US interest rates, underpins dollar strength. * Global risk sentiment, safe-haven demand, and weak Eurozone economic data support the dollar. * The index's outlook depends on upcoming Federal Reserve data and global economic developments.
174. https://www.thehindubusinessline.com/markets/gold/gold-silver-may-remain-range-bound-on-west-asia-tensions-us-data-in-focus-analysts/article70828779.ece - * Gold and silver are expected to remain range-bound with a positive bias next week due to geopolitical developments in West Asia and global macro data. * US macroeconomic indicators such as durable goods, GDP, PCE index, and CPI inflation are being monitored. * Gold futures on the COMEX increased 3.43%, silver increased 4.5%, and prices held gains despite US data. * Geopolitical tensions involving Iran and US remarks on Iran impacted the market. * Investors also observe US unemployment and jobless claims for market cues.
175. https://www.thehindubusinessline.com/markets/gold/gold-falls-as-iran-war-robust-us-jobs-data-dim-fed-rate-cut-hopes/article70829002.ece - * Gold prices decreased 0.5% to $4,652.89 per ounce amid a stronger dollar and geopolitical tensions involving Iran. * US nonfarm payrolls increased by 178,000 jobs in March, with the unemployment rate falling to 4.3%. * Oil prices rose due to the U.S.-Israeli conflict with Iran, impacting inflation fears. * Traders have almost fully priced out any Federal Reserve rate cuts for the year. * Silver declined 0.9% to $72.34 per ounce; platinum and palladium showed minor changes.
176. https://www.vtmarkets.com/live-updates/amid-hawkish-fed-expectations-silver-extends-a-three-day-slide-trading-near-72-20-per-troy-ounce/ - * Silver (XAG/USD) remained lower for a third day, trading near $72.20 in Asian markets. * Increased Middle East tensions and US-Iran conflict heightened market volatility. * Market expects the Federal Reserve to delay rate cuts, with inflation driven by energy prices. * Central banks, including the Bank of England and European Central Bank, maintain restrictive policies. * Investors consider gold a safer asset as silver faces pressure from energy inflation and interest rate constraints.
177. https://cryptobriefing.com/central-banks-to-raise-rates-amid-inflation-from-irans-oil-supply-cuts-ft/ - * Central banks plan to raise rates due to inflation caused by Iran’s oil supply cuts. * Market odds for a Fed rate cut at June 18 are lower, with inflation forecasts rising to 3.1-4.2%. * Brent crude prices have exceeded $107/bbl amid supply shocks, influencing rate expectations. * The situation complicates central banks’ ability to justify rate cuts and increases stagflation risks. * Market hesitation is evident despite the size of the Fed rate decision market, with low trade volume indicating uncertainty. * Supply losses from Iran are more challenging to mitigate than past sanctions, shifting expectations.
178. https://finance.yahoo.com/economy/policy/articles/us-inflation-seen-spiking-first-200000098.html - * US consumer price index (CPI) forecasted to rise by 1% in March, the sharpest since 2022, driven by higher gasoline prices following Iran war. * Oil prices near $120 per barrel as conflict impacts Middle East energy assets and Strait of Hormuz closure. * Core CPI excluding energy and food likely increased by 0.3%, with inflation pressures stalling before conflict escalation. * Federal Reserve’s preferred PCE inflation measure expected to rise by 0.4% in February, indicating persistent inflation. * Upcoming reports include core PCE, personal spending, incomes, and consumer sentiment data.
179. https://cryptonews.net/news/finance/32656784/ - * Markets have fully priced out Federal Reserve rate cuts for 2026 due to increased geopolitical tensions between the US and Iran, with oil prices surpassing $110 per barrel. * The CME Fedwatch Tool indicates a 99.5% probability the Fed will keep rates at 3.50%-3.75% at the April 29 FOMC meeting. * The war escalation and oil supply disruptions have influenced market expectations and inflation forecasts. * Prediction markets like Polymarket and Kalshi show increased conviction that the Fed will not cut rates in 2026. * The upcoming inflation data and geopolitical developments are likely to influence future Fed policy decisions.
180. https://finance.yahoo.com/news/morning-brief-stocks-roar-back-plus-our-giant-action-packed-q1-roundup-100033568.html?.tsrc=rss - * Gold tracked its worst months since 2008, but remains bullish according to Wall Street. * Iran's president signals willingness to end the conflict, affecting oil prices. * Stocks surged following Iran conflict optimism, with market gains and geopolitical tensions influencing capital flows. * Investors monitor geopolitics, economic data, and commodity prices, including gold, silver, and oil. * Precious metals and safe-haven assets are highlighted in market movements.
181. https://skillings.net/silvers-volatility-trap-lessons-from-the-120-to-78-correction/ - * Silver's price declined from $121.64 to approximately $76 in early 2026, a 37.5% correction. * The fall was driven by macro policy shifts, liquidity squeeze, and supply constraints. * The correction was amplified by market structure, supply deficits, and momentum trading. * Silver's behaviour is highly sensitive to Federal Reserve policy and macroeconomic factors. * Analysts remain bullish due to ongoing structural deficits and industrial demand growth despite recent volatility.
182. https://www.thetechedvocate.org/navigating-market-waves-u-s-inflation-and-fomc-insights-on-april-5-2026/?utm_source=rss&utm_medium=rss&utm_campaign=navigating-market-waves-u-s-inflation-and-fomc-insights-on-april-5-2026 - ['* The U.S. aims to release inflation data and FOMC minutes on April 5, 2026, affecting investor sentiment', "* Inflation figures, including CPI and PPI, may influence Federal Reserve's monetary policy stance", '* FOMC minutes will provide insights into future interest rate adjustments and economic outlook', '* Earnings reports will focus on sectors like transportation, consumer goods, industrials, technology, and energy', '* Market volatility is expected as investors react to macroeconomic indicators and corporate earnings']
183. https://news.bitcoin.com/federal-reserve-set-to-hold-rates-as-markets-fully-price-out-2026-cuts/ - * Fed funds futures on CME show a 99.5% probability the Fed will hold rates at 3.50%-3.75% at the April 29 FOMC meeting. * Markets responded to US political tensions and oil supply disruptions, pushing WTI crude above $110 per barrel. * The March 18 economic projections increased 2026 inflation estimates to 2.7%, supporting a pause in rate cuts. * Prediction markets assign high probabilities to no rate cuts in 2026, with traders expecting stable monetary policy. * The Fed signals it needs more data, including upcoming inflation and employment reports, before altering rates.
184. https://www.ad-hoc-news.de/boerse/news/ueberblick/silver-s-dual-headwinds-a-challenging-environment-for-precious-metal/69077129 - * Silver's price has declined since reaching a record high near $121 per ounce in January 2026. * The US dollar's strength and changing expectations of Fed rate cuts have dampened demand for silver. * Outflows from silver exchange-traded products (ETPs), including WisdomTree Physical Silver EUR, reflect investor sentiment. * Silver ETPs have experienced consistent capital outflows, while gold-related funds have seen inflows. * The future of silver's market performance depends on the US dollar trajectory and US economic data, especially labour market reports.
185. https://www.ad-hoc-news.de/boerse/news/ueberblick/silver-s-dual-headwinds-a-challenging-environment-for-precious-metal/69077129 - * Silver's price correction is due to a strong US dollar and changing expectations of Federal Reserve rate cuts, with prices trading 36% below January peaks.* * Investor outflows from silver exchange-traded products (ETPs) are evident, particularly in WisdomTree Physical Silver EUR, which has €2.87 billion in assets.* * The performance of silver depends on US dollar movement and upcoming US economic data, including labour market and wage reports.* * Broader sector weakness is reflected in the price decline and investor sentiment.*
186. https://www.ad-hoc-news.de/boerse/news/ueberblick/silver-s-dual-headwinds-a-challenging-environment-for-precious-metal/69077129 - * Silver's price declined from a record high near $121 per ounce in January 2026.* * The US dollar's strength and changing Fed rate cut expectations are exerting downward pressure on silver.* * Investor capital has moved out of silver ETPs, notably WisdomTree Physical Silver EUR, which is trading 36% below its January peak.* * The outlook depends on US dollar trends and incoming economic data, especially labour market reports.* * The macroeconomic environment presents challenges for silver demand amid monetary tightening and currency strength.
187. https://www.ndtvprofit.com/economy/us-inflation-seen-spiking-in-first-snapshot-since-iran-war-11312798 - * US consumer price index for March is forecasted to increase by 1%, the sharpest since 2022, driven by rising gas prices following Iran war. * Core CPI, excluding energy and food, likely rose 0.3%, with the Federal Reserve's PCE index expected to increase 0.4%, indicating persistent inflation pressures. * The Federal Reserve's ability to lower interest rates may be hindered by inflation risks and geopolitical tensions. * Central banks across Asia and Europe are expected to keep rates steady amidst Middle East conflict impacts. * Latin American economies anticipate rising inflation, with Colombia, Mexico, and Peru all facing significant consumer price pressures.
188. https://ekonomi.republika.co.id/berita/tcr163522/produksi-freeport-turun-hingga-50-persen-pada-2025 - * PT Freeport Indonesia’s production declined significantly in 2025, approaching 50% reduction compared to 2024.* Production volumes of copper, gold, and silver decreased, with gold dropping nearly 50%.* Operational disruptions, including underground mine incidents and transition to underground mining, caused the decline.* Impacted downstream sectors, including smelting and refining, due to limited concentrate supply.* Freeport is implementing recovery efforts and expects future production increases with stabilisation of underground mining.* Development of underground mines and downstream facilities are key to future growth.
189. https://www.americanbankingnews.com/2026/04/04/hecla-mining-conference-hl-sharpens-silver-focus-cuts-debt-eyes-keno-hill-ramp-up-and-nevada-restart.html - * Hecla Mining outlined its strategy to strengthen its identity as a silver-focused producer during a webcast. * The company highlighted its operation in North America, with plans to restart Nevada projects and expand Keno Hill. * Hecla noted its sale of Casa Berardi gold mine to Orezone and its focus on internal project development. * The company reported meeting its 2025 guidance and a significant reduction in debt. * Hecla is emphasising low costs and industrial demand drivers, especially in solar, EVs, and data centres.
190. https://maseconomics.com/inflation-reports-explained-what-the-cpi-pce-and-ppi-really-mean/ - * The US Bureau of Labor Statistics released the February 2026 Consumer Price Index, showing a 2.4% increase year-over-year. * Inflation remains above the US Federal Reserve's 2% target, with core PCE at 3.06%. * The article explains differences between CPI, PCE, and PPI, highlighting their measurement approaches and significance. * Major components driving inflation include shelter costs, food prices, and energy prices, which could spike due to geopolitical conflicts. * The upcoming inflation reports will influence US monetary policy, especially the Federal Reserve’s interest rate decisions.
191. https://ceoworld.biz/2026/04/04/gold-and-silver-just-crashed-which-precious-metal-has-the-stronger-rebound-case-in-2026/ - * Gold surged to over 5,500 dollars per ounce in January driven by geopolitical tensions, weaker dollar, and safe-haven flows.* Silver peaked above 120 dollars in the same period, then declined sharply below 75 dollars, erasing much of its gains.* ETF inflows amplified the move, with SLV up over 100% and GLD up around 45% over the past year.* The recent correction indicates a recalibration of market expectations for 2026, influenced by macroeconomic and geopolitical factors.* The gold‑silver ratio is in the low‑60s, suggesting gold's stronger position in crisis scenarios.
192. https://www.ad-hoc-news.de/boerse/news/ueberblick/china-s-export-policy-emerges-as-a-key-support-for-silver-prices/69075240 - * Chinese export restrictions create artificial scarcity in silver market, with only 44 Chinese firms authorised to export in 2026 and 2027. * Aims to tighten global supply coinciding with soaring industrial demand from AI and solar sectors. * Silver price has steadied around $73 after retreating from above $121 in January 2026. * Market faces a projected global supply shortfall of 67 million ounces in 2026, marking sixth consecutive annual deficit. * Primary mine production is unable to rapidly respond, as most silver is a by-product of base metal mining. * Market analysts predict ongoing volatility with prices sustained by structural deficits and industrial growth.
193. https://www.ad-hoc-news.de/boerse/news/ueberblick/china-s-export-policy-emerges-as-a-key-support-for-silver-prices/69075240 - * Chinese export restrictions create artificial scarcity in the silver market, with only 44 firms authorised to export in 2026 and 2027. * The global silver price has steadied around $73 after retreating from above $121 in January 2026. * Structural supply deficit driven by increased industrial demand from AI and solar sectors and limited primary mine response. * Over 60% of annual demand is for industrial use, notably in solar panels and AI infrastructure. * Analysts project a global supply shortfall of 67 million ounces in 2026, with prices likely to remain elevated due to industrial needs.*
194. https://www.cnbc.com/2026/03/30/powell-sees-inflation-outlook-in-check-no-wider-crisis-yet-in-private-credit.html - * Federal Reserve Chair Jerome Powell described inflation expectations as grounded despite rising energy prices. * He indicated no immediate need to hike interest rates, citing focus on stable prices and low unemployment. * Powell mentioned current rate target of 3.5%-3.75% as appropriate, considering ongoing economic events such as Iran conflict and tariffs. * He avoided comments on long-term rate trajectory and successor's views, emphasising prudence amid energy market gyrations. * The speech was held at Harvard University, highlighting Fed policy stance amid current inflation pressures.
195. https://www.cnbc.com/2026/03/30/fed-governor-miran-still-backs-cuts-says-interest-rates-could-be-about-a-point-lower-this-year.html - - Federal Reserve Governor Stephen Miran reiterates support for lower interest rates on CNBC. - He states that policymakers should ignore the current energy price spike unless it impacts inflation expectations. - Miran indicates inflation expectations remain anchored despite rising oil prices and fuel costs. - He believes monetary policy rates won't affect inflation significantly in the short term. - The remarks imply continued monetary easing and concern about inflation outlook.
196. https://www.analyticsinsight.net/news/us-jobs-beat-forecasts-treasury-yields-climb-as-crypto-prices-ease - * US Treasury bonds declined following a stronger-than-expected March jobs report. * The 10-year Treasury yield increased to 4.34%, and the two-year yield climbed to 3.84%. * Nonfarm payrolls rose by 178,000 in March, surpassing the forecast of 60,000. * The unemployment rate decreased to 4.3% from 4.4%. * Traders reduced expectations for near-term Federal Reserve rate cuts. * Market responses and labour data influenced bond yields and interest rate outlooks.
197. https://bitcoinethereumnews.com/tech/kevin-warsh-fed-chair-nomination-hearing-set-for-april-16/?utm_source=rss&utm_medium=rss&utm_campaign=kevin-warsh-fed-chair-nomination-hearing-set-for-april-16 - * Kevin Warsh will face a Senate Banking Committee hearing on April 16, despite resistance and ongoing investigations. * A federal probe involving Jerome Powell continues, with some legal challenges and political tensions. * Market expectations for Federal Reserve rate cuts are decreasing through 2026, influenced by inflation risks and geopolitical factors. * Traders' confidence in near-term easing has declined due to rising energy costs linked to Iran war. * Political pressure from President Trump persists, calling for lower interest rates, while central bank independence is reaffirmed.
198. https://coingape.com/fed-rate-cut-bets-collapse-as-jobs-data-shocks-markets-10-year-treasury-yield-hits-critical-level/ - * The U.S. jobs data for March showed 178,000 new jobs and a fall in the unemployment rate, reversing previous fears of slowdown.* Market expectations for Fed rate cuts in 2023 and 2027 were reduced as traders reassessed growth risks.* Treasury yields increased, and risk assets like Bitcoin declined, indicating a shift in risk sentiment.* Oil prices surged above $111 amid Middle East tensions, adding inflation uncertainty.* The data and geopolitical tensions influenced market expectations on monetary policy direction.
199. https://metalsandminers.substack.com/p/michael-oliver-i-recently-bought - * Michael Oliver states his precious metals thesis remains intact despite Iran war and oil spike. * He reports buying more silver and miners during recent dips. * Emphasises central bank money printing as the main driver for gold and silver appreciation. * Predicts silver will undergo a 'tantrum' to $300–$500. * Expects miners to outperform gold in the upcoming months. * States geopolitical factors like war do not cause gold to rise, monetary degradation does. * Highlights historical correlation between oil bull markets and metals rallies. * Shows personal increased holdings in silver miners after recent lows.
200. https://bitrss.com/chief-economist-says-the-fed-may-raise-interest-rates-due-to-a-serious-risk-of-stagflation-in-the-u-s-what-is-stagflation-198530 - * Diane Swonk of KPMG states that rising geopolitical tensions and energy prices threaten to induce stagflation in the US economy. * Swonk highlights the disruption caused by the Iran war and Strait of Hormuz closure impacting oil and logistics costs. * Risks include high inflation, economic slowdown, and the potential for a deep recession if not addressed. * Swonk forecasts the Fed may raise interest rates in the second half of the year, with other central banks possibly tightening policies. * The article discusses the implications of stagflation and monetary policy measures to mitigate economic risks.
201. https://economictimes.indiatimes.com/mf/analysis/silver-drags-commodity-etfs-down-up-to-15-in-march-what-next-for-investors/slideshow/130014822.cms - *In mid-March, Fed Chair Jerome Powell indicated that energy-driven inflation required maintaining higher interest rates.* *The dollar strengthened, creating headwinds for gold and silver.* *Precious metals, including gold and silver, declined sharply in March; gold fell over 10%, silver over 15%.* *Central banks slowed gold purchases after two years of accumulation, with gold-backed ETFs experiencing net outflows.*
202. https://www.defenseworld.net/2026/04/04/arvest-investments-inc-sells-38822-shares-of-ishares-silver-trust-slv.html - *Arvest Investments Inc. sold 38,822 shares of iShares Silver Trust in the 4th quarter, reducing its holdings by 63.9%.* *Other institutional investors increased their holdings in iShares Silver Trust during the third quarter.* *iShares Silver Trust stock opened at $65.79, with a 12-month low of $26.57 and a high of $109.83.* *The fund's market capitalisation is $36.22 billion; its price-to-earnings ratio is -8.51.* *The Trust owns silver transferred in exchange for shares and deals with silver in its activities.*
203. https://dinarchronicles.com/2026/04/04/jon-dowling-how-fast-will-silver-rise-in-2026/ - * The episode features Micah Haince analysing current trends in precious metals, with a focus on gold and silver. * Predictions include silver reaching $180-$200 per ounce between June and September 2026. * Market speculation on high future prices for gold and silver and the impact of geopolitical risks are discussed. * Insights into market manipulation, investor sentiment, and diversification in precious metals are provided. * The discussion highlights a potential breakout in silver prices and strategic investment advice. * The episode covers influence of political events, market speculation, and market mechanisms on precious metals. * Varies investor perceptions between US and international markets are noted.
204. https://www.aol.com/articles/markets-starting-price-fed-rate-161939555.html - * Investors are increasingly pricing in a potential Fed rate hike. * Goldman Sachs disputes market expectations of rate hikes, stating they are overblown. * The firm cites four reasons: oil shocks are less significant, labour market is softening, current rates align with baseline levels, and the Fed seldom reacts to oil shocks. * Goldman expects two rate cuts in 2026, differing from market expectations. * The article discusses market perception, inflation, and monetary policy outlook.
205. https://skillings.net/hycroft-mining-vortex-project-update-timeline-and-key-risks/ - * Hycroft Mining announced drill results on April 3, 2026, at the Hycroft Mine, Nevada, highlighting high-grade silver and gold intercepts. * Notably, a 0.9-meter interval graded 2,890 g/t silver and 33.70 g/t gold, suggesting potential for high-grade underground or open-pit mining. * The results stem from the 2025-2026 exploration drill programme aiming to characterise the Vortex system's mineralisation. * Hycroft has $189 million in cash, zero debt, and plans to expand drilling with additional rigs and metallurgical testing in 2026. * The project exhibits a distinct silver-to-gold ratio (~3000:1) and faces exploration risks such as mineralisation continuity and structural complexity.
206. https://www.thesouthafrican.com/business/sarb-keeps-interest-rates-on-hold-but-south-africans-may-face-hikes-in-late-2026/ - * The South African Reserve Bank (SARB) maintained interest rates at 6.75% due to global financial uncertainty stemming from Middle East conflicts. * The decision was expected, but signals were given for potential rate hikes if geopolitical tensions worsen. * South African inflation was steady at 3.0%, aligning with the central bank's target. * Ongoing geopolitical tensions involving the US, Israel, and Iran threaten to raise fuel prices and disrupt markets. * SARB Governor Kganyago warned of inflation risks from supply shocks and outlined scenarios for possible future rate increases.
207. https://bulliontradingllc.com/blog/the-wallstreetbets-silver-squeeze-of-2021-when-reddit-tried-to-break-the-silver-market/ - * In January 2021, retail traders on Reddit's r/WallStreetBets forum prompted record inflows into the iShares Silver Trust ETF, leading to a short-term rise in silver prices. * The episode followed the GameStop short squeeze, where Reddit users drove GameStop's stock from under $20 to nearly $500. * The silver squeeze was driven by beliefs of market manipulation by banks and the potential for a similar short squeeze. * Physical silver demand surged, with delays and premiums rising as retail investors bought coins and bars. * The silver market's size and structure prevented a full squeeze, with prices peaking above $30 then falling back. * The episode highlighted structural market differences and past manipulation allegations, reflecting concerns over price suppression in precious metals.
208. https://mpost.io/binance-research-btc-amid-stagflation-and-peak-easing-cryptos-next-market-challenge/ - * Binance Research notes rising oil prices and weak economic data heighten fears of stagflation, impacting rate expectations. * The report discusses recent shifts in central bank policies, including the US Federal Reserve and European Central Bank. * Bitcoin experienced a sharp decline from late 2021 to 2022 but showed resilience, potentially influenced by macroeconomic trends. * Market expectations for monetary policy pivots, including potential rate easing, are analysed in relation to Bitcoin and broader markets. * Upcoming economic and policy events, such as US inflation data, are highlighted as influential for markets and Bitcoin.
209. https://www.sondakika.com/guncel/haber-dev-banka-altinda-beklenen-patlama-icin-tarih-19713244/ - * UBS forecasts gold to hit $5,600 a year-end, despite recent lows. * The bank cites geopolitical risks and ETF outflows in the US and Europe as influencing prices. * UBS considers a decline to $4,000 a buying opportunity amid market clearing and a market floor. * Contrastingly, strong Chinese demand supports gold inflows. * UBS expects silver to outperform gold, with increased volatility due to industrial demand and supply issues.
210. https://cryptobriefing.com/gold-and-silver-futures-surge-on-binance-as-geopolitical-tensions-rise/ - • Gold and silver futures are among the most actively traded non-crypto contracts on Binance. • Increased demand for safe-haven assets is linked to rising geopolitical tensions. • US trade tariffs, West Asian tensions, and Russia-Ukraine talks are driving traders towards precious metals. • Bitcoin’s likelihood of reaching $100,000 is under pressure, with no active speculation. • Market caution is evident as investors hedge against potential escalation impacting Bitcoin.
211. https://www.energytrend.com/news/20260403-51186.html - * Companies such as Jinko Solar, Tongwei, Astronergy, and Golden Solar secured PV module orders in Italy, Japan, Algeria, and Germany. * Jinko Solar signed a 117.18MW supply agreement for an Italian PV project featuring high-efficiency Tiger Neo 3.0 modules. * Tongwei partnered with GBP Corporation in Japan to explore high-efficiency PV applications amid climate challenges. * Astronergy supplies modules for a 780MW PV project in Algeria, with operations expected to complete by October 2026. * Golden Solar connected a 132MW German PV project, using high-efficiency HJT bifacial modules with advanced technologies.
212. https://www.energytrend.com/news/20260403-51190.html - * Golden Sun New Energy announced its 2025 annual results, with revenue decreasing by 38.8% to approximately RMB 155 million. * The company's focus shifted from module manufacturing to high-efficiency HBC cell technology, achieving over 27.5% cell efficiency. * HBC technology development included silver-copper paste and insulating ink, with samples delivered to partners. * The company partnered with LONGi, JA Solar, Tongwei Solar, and Fujian Golden Stone Energy in 2025 and 2026. * It expects to develop 20GW of production capacity for HBC technology in 2026 and plans to establish a subsidiary for supply and licensing services.
213. https://www.energytrend.com/news/20260403-51188.html - * JinkoSolar announced the cancellation of the PV export tax rebate policy for 249 products, effective April 1, 2026, affecting silicon materials, wafers, and solar cells. * JinkoSolar maintained an optimistic outlook on global PV demand despite policy changes and expects long-term growth driven by economic viability and safety of solar-plus-storage solutions. * Hengdian DMEGC achieved 21.70% revenue growth in 2025, with PV business revenue reaching 14.3 billion yuan and 45% increase in module shipments. * The company shifted solar cell capacity from U.S. to non-U.S. markets due to trade policies and plans to expand high-power TOPCon modules by mid-2026. * Hengdian Group DMEGC is investing in data centres and 'New Energy + Computing Power' projects for diversification and growth.
214. https://ekonomi.haber7.com/ekonomi/haber/3617017-ubsten-piyasalari-sarsan-rekor-tahmin-yatirimciya-alim-firsati-mesaji - * UBS forecasts new all-time high for gold and silver prices by the end of 2023. * The prediction follows a four-month low in gold prices amid global uncertainties. * UBS analyst highlights increased investor interest in long-term gold holdings. * The bank expects gold to reach $5,600 per ounce, driven by geopolitical and economic risks. * Silver is also expected to outperform gold, with potential new peaks despite industrial demand concerns.
215. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-falls-to-near-7300-on-central-banks-hawkish-policy-odds-202604030420 - * Silver (XAG/USD) trades around $73.10 amid volatility during Asian hours on Friday. * The dollar strengthens due to safe-haven demand, pressuring silver. * Rising energy prices linked to Middle East tensions reinforce inflation worries. * US President Trump warns of military action over Strait of Hormuz, affecting geopolitical risk. * Federal Reserve officials express concerns over inflation and interest rate stability. * Market activity remains subdued due to the Good Friday holiday.
216. https://ekonomi.haber7.com/ekonomi/haber/3617017-ubsten-piyasalari-sarsan-rekor-tahmin-yatirimciya-alim-firsati-mesaji - * UBS forecasts new record highs for gold and silver by the end of the year. * Gold reached all-time highs in January, then fell to a four-month low. * UBS analyst says the recent decline is temporary and opportunities for buying exist. * Geopolitical tensions and energy supply uncertainties influence precious metals markets. * UBS maintains bullish targets, with gold reaching $5,600 per ounce and silver outperforming gold. * Market declines linked to ETF outflows in the US and Europe, but strong Asian demand persists.
217. https://pakobserver.net/gold-prices-in-pakistan-today-03-april-2026/ - * Gold prices in Pakistan fell by Rs7,100 to Rs486,962 per tola amid global fluctuations on 03 April 2026. * International gold price decreased by $71 to $4,642 per ounce due to profit-taking after reaching all-time highs. * Geopolitical tensions between Iran and the US, including US pressure on Iran for negotiations, influence market outlook. * Gold is considered a safe haven, especially during economic uncertainty and geopolitical tensions. * Silver prices in Pakistan also decreased, with 10-gram silver at Rs6,844. * The article discusses factors affecting gold price movements globally and locally.
218. https://skillings.net/wheatons-4-3b-power-play-bhp-silver-stream-secures-long-term-production-pivot/ - * Wheaton Precious Metals finalised a $4.3 billion deal with BHP for a silver stream from the Antamina mine in Peru, announced on April 2, 2026. * The agreement grants Wheaton 33.75% of BHP’s silver production from Antamina, consolidating approximately 67.5% of the mine’s silver output. * Wheaton also entered the Australian market via a $275 million partnership with KGL Resources for the Jervois Copper-Silver Project. * The transaction was financed through cash, revolving credit, and a $2 billion loan, increasing net debt to ~$2.4 billion. * The deal supports Wheaton’s long-term growth amid rising industrial demand for silver, especially for photovoltaic and EV applications.
219. https://goldco.com/gold-price-falling-inflation-rising/ - * Gold prices have recently experienced significant drops, despite being considered an inflation hedge.* * The article discusses how gold's historical performance as an inflation hedge contrasts with short-term market movements.* * It explains the influence of US Federal Reserve monetary policy and inflation data on gold prices.* * The article suggests falling gold prices might be temporary and highlights gold’s liquidity and long-term growth potential.* * It recommends buying gold now, citing analyst predictions and current lower prices.*
220. https://markets.financialcontent.com/stocks/article/marketminute-2026-4-2-higher-for-ever-market-expectations-pivot-to-zero-fed-rate-cuts-in-2026 - * The Federal Reserve remains hawkish in early 2026, with no expected rate cuts for the year. * Interest rates are held steady at 3.50%–3.75%, with market expectations shifting to zero cuts. * Energy prices surged due to geopolitical instability, pushing inflation projections above the 2% target. * US GDP growth in Q1 2026 is around 2.0%, supported by fiscal stimulus and resilient consumer demand. * Energy sector stocks, like Exxon Mobil and Chevron, benefit from high oil prices, while technology stocks decline. * The Fed signals a focus on price stability, with potential rate hikes causing market volatility. * The broader context includes historical parallels to late 1970s inflation and global currency dynamics.
221. https://investinglive.com/centralbank/feds-goolsbee-warns-oil-surge-risks-lifting-inflation-expectations-20260402/ - * Chicago Fed President Austan Goolsbee warned that the recent oil price surge presents a significant complication for inflation outlook and economic trajectory. * He described the rise in oil prices as “pretty serious” and noted the impact depends on the duration of elevated energy costs. * Goolsbee highlighted that sharp gasoline price increases can influence household inflation expectations, potentially making inflation more persistent. * He commented that the timing of the shock was “unfortunate” as inflation was expected to ease. * Goolsbee noted the cautious labour market environment and the risk of prolonged oil shocks complicating Fed policy decisions.
222. https://www.vtmarkets.com/live-updates/xag-usd-remains-bearish-with-silver-pressured-below-75-as-us-israel-conflict-with-iran-undermines-sentiment/ - * Silver (XAG/USD) fell to near $72.82, down almost 3.0% on Thursday, and briefly dipped below $70 during the European session. * US–Israel conflict with Iran and a stronger US dollar have undermined sentiment and supported inflation fears. * Expectations of tighter monetary policy from the Federal Reserve have pressured silver, with resistance around $75.60 and support near $70–$68. * Persistent inflation and geopolitical tensions in the Middle East continue to support a strong US dollar, keeping silver prices suppressed. * Industrial demand, especially from solar panel manufacturing, has increased silver's fundamental support, potentially preventing larger declines.
223. https://news.futunn.com/en/post/71064378/the-interest-rate-cut-dream-has-been-shattered-the-fed - * New York Fed President John Williams supports holding interest rates steady due to balanced risks from rising energy prices and inflation. * Williams states that private credit sector losses should not trigger systemic risks. * The Fed is assessing the impact of energy prices and the Iran conflict on inflation and economic growth. * Dallas Fed President Lorie Logan warns about increased inflation and labour market risks due to US-Iran war. * Williams believes the current monetary policy stance can balance employment and inflation objectives.
224. https://www.corpmagazine.com/industry/business/powell-fed-can-wait-on-rates-to-see-impact-of-iran-war/ - ['*Federal Reserve Chair Jerome Powell stated the Fed can wait and see how the Iran conflict affects the economy and inflation before deciding on interest rate changes.', '*Powell indicated the policy stance is in a good place for patience amid ongoing tensions in Iran, which has increased oil prices.', '*The Iran war has entered its fifth week, with U.S. gasoline prices surpassing $4 a gallon for the first time in four years.', '*Inflation has remained above the Fed’s 2% target for five years, influenced by demand-supply shocks and tariffs.', '*The Fed left its interest rate steady in the 3.50%-3.75% range after its latest policy meeting.']
225. https://www.itmtrading.com/blog/foreign-central-banks-not-funding-us-treasuries/ - * Foreign central banks are decreasing U.S. Treasury holdings as dollar dominance wanes. * The decline in dollar’s share of global reserves may lead to higher inflation and increased market volatility. * Central banks are diversifying reserves, notably increasing gold purchases. * Investors and savers are advised to consider gold and silver as hedges against currency devaluation. * The article discusses long-term risks for dollar-based assets and the importance of tangible assets during monetary stress.
226. https://www.ad-hoc-news.de/boerse/news/ueberblick/regulatory-milestones-loom-for-minco-silver-s-chinese-projects/69060022 - * Minco Silver depends on renewing the Fuwan exploration permit and obtaining final EIA approval in China. * The Fuwan permit expired in March; formal renewal is pending. * The Changkeng project’s exploration permit is valid until November 2027. * The EIA has cleared technical review and awaits final approval; the Mine Development Plan is under registration. * Final regulatory approvals are crucial for applying for a mining licence, amid a favourable silver market backdrop with high industrial demand.
227. https://www.etftrends.com/etf-strategist-content-hub/big-number-43/ - * The real yield on the 10-year Treasury note increased by 43 basis points since February, reflecting the market’s expectations of Fed policy. * This rise in real yield indicates inflation concerns but does not suggest economic growth risks. * The real yield reflects expected Fed policy, a term premium, and inflation expectations, and has remained stable despite bond yield shifts. * A fall in the real yield could signal investor concern about future economic growth. * The article discusses the implications of real yield movements for market outlooks and Fed policy expectations.
228. https://www.independent.co.uk/news/iran-americans-washington-federal-reserve-wall-street-b2944876.html - * The Iran war has increased gas prices, impacting interest rate expectations in the US. * Longer-term interest rates, including the 10-year Treasury, have risen since February. * The prospect of Federal Reserve rate cuts this year is fading; investors see higher odds of rate hikes. * Wall Street futures price a nearly 25% chance of a rate hike by October. * Federal Reserve officials indicate uncertainty over the future rate path due to inflation and energy shocks.
229. https://www.fxstreet.com/news/silver-price-forecast-bearish-bias-holds-as-xag-usd-struggles-below-75-202604021904 - * Silver (XAG/USD) trades with a downside bias, falling nearly 3.0% to around $72.82. * The decline is driven by macro headwinds from the US–Israel war with Iran, supporting the US dollar. * Rising Oil prices fuel inflation concerns and reinforce expectations for the Federal Reserve to keep interest rates higher for longer. * Technical analysis shows bearish trends in the near term, with resistance at the 100-day SMA and support at the $70-$68 zone. * Broader uptrend remains intact despite recent weakness, with key levels around $75.63 (resistance) and $61.01 (support).
230. https://theceoviews.com/silver-price-what-business-leaders-and-investors-need-to-know-in-2026/ - * Silver's price increased from $30 in early 2025 to over $121 in late January 2026, marking a historic rally. * The market has experienced a supply deficit for five consecutive years, with 2025's shortfall at 63.4 million ounces. * Industrial demand, particularly from solar energy, AI infrastructure, and electric vehicle sectors, drives long-term consumption. * US Federal Reserve rate cuts in late 2025 support silver's price outlook, with forecasts averaging around $81 for 2026. * Business leaders are advised to manage procurement strategies due to changing supply and demand dynamics.
231. https://www.northernminer.com/news/pdac-video-sierra-madre-eyes-quicker-del-toro-restart/1003889665/ - * Sierra Madre Gold & Silver plans to restart the Del Toro operation within about a year if silver prices remain firm. * The company is purchasing Del Toro from First Majestic Silver for up to $60 million. * Sierra Madre is expanding La Guitarra, with capacity increases planned at the site. * The Del Toro property is larger than La Guitarra and would serve as a second production base in Mexico. * The company is budgeting approximately $10 million for the Del Toro restart, including drilling activities.
232. https://www.indiatoday.in/business/commodities/story/gold-slips-over-rs-5000-silver-plunges-rs-15000-whats-behind-the-sudden-fall-2890712-2026-04-02?utm_source=rss - * Gold and silver prices dropped sharply on April 2, with gold down Rs 5,168 and silver falling Rs 15,701 amid global tensions and market caution. * The fall was influenced by a stronger US dollar, driven by US President Donald Trump's remarks on the Iran conflict, affecting interest rate expectations. * Market data indicates an increase in short positions, signalling a bearish outlook. * Silver's larger decline is due to its dependence on industrial demand and sensitivity to global growth concerns. * Analysts suggest technical resistance and macroeconomic factors are driving short-term price biases.
233. https://economictimes.indiatimes.com/news/international/us/why-is-gold-price-down-by-2-7-and-silver-price-by-4-9-and-will-precious-metals-continue-to-drop-or-rise-again-to-dream-levels-gold-and-silver-fall-analysts-insights-market-outlook-and-what-should-investors-do-now/articleshow/129976977.cms - * Gold dropped 2.7% to $4,622.59 per ounce and silver declined 4.9% to $71.44 after oil prices surged following US comments on Iran. * The rise in oil prices increased inflation fears and changed US interest rate expectations, leading to a stronger dollar and higher bond yields. * The decline was driven by short-term market reactions, though long-term demand drivers for gold remain intact. * Analysts note global uncertainty, inflation risks, and economic slowdown continue to influence prices, but structural demand persists. * Short-term volatility may continue, with some investors viewing recent drops as purchase opportunities for long-term holdings.
234. https://investinglive.com/commodities/silver-dragged-back-down-as-trump-address-dims-market-optimism-20260402/ - * Silver declined over 5% following market reaction to Trump's address. * The decline is linked to shifting interest rate expectations and central bank rhetoric. * Technical levels, including the 100-day moving average, currently support the sell-off. * Market sentiment turned negative with the return of profit-taking and liquidations by traders. * Despite declines, silver remains up over 93% since July last year and down less than 1% year-to-date.
235. https://investinglive.com/centralbank/ecbs-simkus-too-early-to-say-what-well-need-to-do-in-april-20260402/ - * ECB's Simkus emphasises cautious stance on interest rates and future policy decisions in April. * Remarks highlight the uncertainty caused by US-Iran war, inflation expectations, and energy prices. * The ECB recently held interest rates steady, with balanced odds of a cut or hike. * Market prices in a 61% chance of a rate hike in April, with 72 bps of tightening expected by year-end. * Simkus stresses a flexible, data-dependent approach amid complex inflation and growth risks.
236. https://www.businesstoday.in/personal-finance/investment/story/gold-silver-crash-drags-etfs-down-heres-how-gold-silver-etf-prices-work-523815-2026-04-02?utm_source=rssfeed - * Gold and silver prices fell following geopolitical tensions involving the US and Iran, causing declines in related ETFs. * Silver ETFs dropped up to 4%, gold ETFs declined up to 3% during the session. * The decline was linked to movements in underlying bullion prices and investor sentiment. * ETF prices are primarily based on Net Asset Value (NAV), reflecting actual metal holdings and adjusted for minimal expenses. * Market deviations from NAV are limited due to arbitrage, with a shift towards domestic spot price benchmarking in 2026 enhancing transparency. * Experts advise focusing on ETF efficiency metrics like tracking error and liquidity beyond just price movements. * Recent corrections are seen as sentiment-driven, not fundamental, offering tactical buying opportunities for investors.
237. https://www.pv-tech.org/t1-energy-produced-2-8gw-solar-modules-in-2025-forecasts-up-to-4-2gw-in-2026/ - * T1 Energy produced 2.8GW of solar modules in 2025, with forecasts reaching 4.2GW in 2026. * The company reduced its net loss to US$190 million in Q4 2025 from US$367 million in Q4 2024. * Full-year net loss for 2025 was US$380.8 million, decreased from US$450.2 million in 2024. * Secured a US$160 million sale of Section 45X tax credits in late December 2025. * Constructing a Texas solar cell plant, G2_Austin, scheduled to start production in Q4 2026 with 2.1GW capacity. * The company targets 3.1GW to 4.2GW module production in 2026, with 3GW already contracted.
238. https://news.robotfx.org/2026/04/latest-us-10-year-yield-advances-forex.html - * The yield on the US 10-year Treasury note increased to 4.37% on Thursday. * Fears of prolonged energy shocks and inflation heightened due to Middle East conflict developments. * President Trump addressed the possibility of ending the war but warned of continued military operations against Iran. * Strong US economic data, including retail sales and private payrolls, offset easing expectations. * Markets price in no interest rate cuts from the Federal Reserve for the rest of the year. * The article discusses macroeconomic signals and Federal Reserve policy outlooks.
239. https://www.channelnewsasia.com/business/global-central-banks-mostly-hold-war-muddies-economic-outlook-6033031 - * Major central banks in developed economies mostly kept interest rates steady in March due to geopolitical uncertainty and inflation concerns. * Australia raised rates by 25 basis points; other developed markets maintained status quo. * Emerging markets showed a cautious approach, with some rate cuts and one country (Colombia) tightening policy aggressively. * Central banks cited Middle East conflict and energy market risks as reasons for delaying or limiting rate adjustments. * The year so far indicates a net easing of 175 basis points across emerging markets, with varying policy moves reflecting differing inflation and growth conditions.
240. https://kalkinemedia.com/au/stocks/metal-and-mining/are-gold-stocks-gaining-amid-iran-us-tensions-as-simberi-moves-into-focus - * The final investment decision for the New Simberi Gold Project has been approved, transitioning from planning to active development. * The project involves expansion to process sulphide ore, with construction expected to begin after regulatory approvals. * A transaction with Lingbao Gold Group has strengthened St Barbara’s financial position and created a joint venture structure for project development. * The project aims to expand mining capacity, involving infrastructure upgrades and a shift to higher-grade ore sources. * Regulatory approval processes in Papua New Guinea are ongoing, with project development contingent on clearance.
241. https://www.fxstreet.com/news/us-10-year-yield-steadies-as-strong-data-backs-steady-fed-rate-outlook-202604012037 - * US Treasury yields recover across the curve on Wednesday, with the 10-year note erasing earlier losses after strong US economic data. * Key economic indicators such as ADP employment, retail sales, and manufacturing activity exceeded forecasts in March. * Federal Reserve officials emphasised the need to push inflation towards 2%, with some warning of risks if inflation expectations rise. * The US Dollar Index fell slightly, supporting gold prices. * Market focus shifts to upcoming US employment reports, including Nonfarm Payrolls.
242. https://bitcoinworld.co.in/ecb-makhlouf-war-effects-data/ - * European Central Bank Governing Council member Gabriel Makhlouf states the ECB is prepared to adjust monetary policy as clearer data on war effects becomes available. * Makhlouf notes reliance on multiple indicators, including energy prices, supply chains, and economic confidence, to assess the impact of geopolitical conflicts. * The ECB's decision-making faces challenges due to divergent impacts across Eurozone regions and ongoing inflation concerns. * Market expectations include maintaining current rates through the next meeting with possible easing in late 2025. * The ECB's approach balances inflation control with growth preservation amid heightened geopolitical uncertainty.
243. https://www.whalesbook.com/news/English/commodities/Gold-Silver-Jump-as-Dollar-Falls-Inflation-Worries-Trump-Geopolitics/69cdd22469ec081354dbd0ad - * Precious metals, gold reaching $4,796.42 per ounce and silver hitting $75.58, surged on April 2, 2026, driven by weaker U.S. dollar and inflation worries. * The rally defied geopolitical tensions, including Middle East conflicts and comments from President Trump. * Market focus shifted from geopolitical risks to economic conditions and potential Federal Reserve rate cuts. * Analysts forecast continued support for gold, with predictions up to $11,400 per ounce long-term. * Risks include possible escalation in geopolitical tensions and sustained inflation, which could impact prices.
244. https://www.altitudesmagazine.com/federal-reserve-holds-benchmark-rate-steady-economy-faces-mixed/ - * The Federal Reserve maintained the federal funds rate at 4.25%-4.50% during the March 2026 FOMC meeting. * Decision reflects concerns about inflation remaining above the 2% target and a softening labour market. * Markets expect rate cuts to occur no earlier than June or September 2026. * Current mortgage rates average 6.8%, and credit card APRs are near record highs, impacting borrowing costs. * Inflation measures such as CPI and PCE remain above targets; the labour market shows signs of slowing but remains resilient.
245. https://pakobserver.net/gold-prices-in-pakistan-today-02-april-2026/ - * Gold in Pakistan increased to Rs494,062 per tola, up Rs15,300, on 02 April 2026. * International gold price reached $4,713 per ounce, up $153. * Experts attribute fluctuations to profit-taking after all-time highs and geopolitical tensions. * Tensions between Iran and the US influence global gold market prospects. * Gold remains a safe haven asset during economic uncertainty and geopolitical instability.
246. https://goldco.com/u-s-adds-silver-critical-minerals-list/ - * The United States added silver to its federal Critical Minerals List, emphasising its strategic importance in industry. * Silver's inclusion reflects its vital role in sectors like solar panels, semiconductors, and electronics. * Global silver demand has exceeded supply for five consecutive years, driven by renewable energy and high-tech expansion. * China controls roughly 70% of the world's refined silver supply and implemented export controls from January 2026. * Goldco has introduced new silver coins to market, promoting diversification and hedging against economic volatility.
247. https://goldsilver.com/industry-news/article/silver-demand-by-sector-industry-jewelry-investment/ - ['* Industrial and technology applications accounted for approximately 61% of total global silver demand in 2025, up from 53% a decade earlier.', '* Silver industrial demand hit a record 680.5 million ounces in 2024, driven by photovoltaics, electronics, and automotive applications.', '* Solar photovoltaic panels consumed 29% of all silver industrial demand in 2024, with demand driven by newer high-efficiency cell designs.', '* Silver supply remains constrained as 70–80% is produced as a by-product of base metals, contributing to ongoing supply deficits.', '* Investment demand comprises only 18% of total demand but can significantly influence prices during periods of volatility.']
248. https://www.fool.com/investing/2026/04/01/is-gold-going-to-10000-heres-what-the-charts/ - * Gold reached an all-time high of about $5,600 per ounce in January, down to approximately $4,800. * Analysts including JPMorgan CEO Jamie Dimon believe gold could nearly double to $10,000 per ounce. * Gold's value was affected by Federal Reserve interest rate hikes in 2022 and 2023, and rate cuts in 2024 and 2025. * Geopolitical conflicts, trade wars, tariffs, and inflation have driven safe-haven investments in gold. * Investor demand increased after market rattles caused by the Iran War and US government insolvency declaration. * Jamie Dimon predicts gold could reach $10,000 if global economic conditions deteriorate significantly.
249. https://www.solarpowerworldonline.com/2026/04/us-modules-opens-solar-panel-assembly-plant-in-east-central-texas/ - * US Modules, a solar panel assembly plant in College Station, Texas, is now operational. * The plant's first line produces 400 MW annually, with a second line expected to be commissioned soon. * The facility can scale up to 1.4 GW of annual production. * US Modules is supported by Carey International Group, which has over 3.5 GW of solar in active development. * The company makes 545-W PERC panels and supplies panels to larger projects in Texas.
250. https://resourceworld.com/nord-precious-metals-mining-closes-acquisition-of-gowganda-silver-camp-claims-ontario/?utm_source=rss&utm_medium=rss&utm_campaign=nord-precious-metals-mining-closes-acquisition-of-gowganda-silver-camp-claims-ontario - * Nord Precious Metals Mining acquires four mining leases in the Gowganda Silver Camp, Ontario, for $1 million cash and shares. * The transaction involves a 3% net smelter return royalty and deferred consideration of up to $3.75 million. * Completion is subject to TSXV final approval. * The company operates TTL Laboratories and has explored the Castle property, with a historical resource estimate of 7.56 million ounces of silver. * Nord’s processing strategy enables recovery of silver, cobalt, nickel, and other battery metals, supporting Ontario’s critical minerals supply chain.
251. https://www.fxstreet.com/news/silver-stabilizes-as-iran-de-escalation-hopes-temper-safe-haven-flows-202604011341 - * Silver (XAG/USD) trades around $75, slightly lower after a three-day recovery. * Market sentiment improves following US President Donald Trump's comments on Iran and potential ceasefire negotiations. * Trump indicated the US could exit the conflict within two to three weeks. * June 7, 2023, the US Dollar weakens due to geopolitical easing, supporting commodities in USD. * Lower oil prices and expectations of less restrictive monetary policy support precious metals outlook. * Traders focus on geopolitical developments and central bank signals for future movements.
252. https://www.fxstreet.com/news/ecb-pre-emptive-hikes-flagged-on-inflation-risks-abn-amro-202604011409 - * ABN AMRO's Senior Economist predicts the ECB will raise rates at April and June meetings, reaching 2.50% to prevent inflation expectation de-anchoring. * The April hike is expected to be stronger, with potential pause in June if energy prices normalise. * Policy tightening aims to prevent second-round effects from energy shocks affecting the labour market. * The article discusses ECB's potential monetary policy actions in response to inflation and energy prices, and implications for inflation expectations.
253. https://ca.investing.com/news/economy-news/markets-are-too-aggressive-on-fed-hikes-goldman-says-4544868 - * Goldman Sachs disputes market expectations of Federal Reserve rate hikes, citing four reasons for caution. * The argument follows increased market pricing due to oil price shocks since the start of the Iran war. * Goldman believes the supply shock is smaller and more contained than past inflation triggers. * Key economic indicators, including labour market softness and anchored inflation expectations, support a dovish stance. * Goldman’s forecast is more dovish than current market pricing, suggesting a potential slowdown in rate hikes.
254. https://ca.investing.com/news/economy-news/feds-musalem-current-rates-will-remain-appropriate-for-some-time-4545317 - * Federal Reserve Bank of St. Louis President Alberto Musalem stated that current interest rates will remain appropriate for some time, depending on economic developments. * He supports holding rates steady but is prepared to adjust depending on inflation and employment data. * Musalem's base case involves stable unemployment and gradual inflation decline toward 2%, with potential rate hikes or cuts based on inflation and labour market conditions. * Rising oil prices and energy shocks related to US-Israeli strikes on Iran are influencing inflation assessments. * Fed officials held rates steady last month, with market expectations of no change for the rest of the year.
255. https://www.ft.com/content/9ed954dc-2ddc-4fc7-8639-458945a4a13b - * As the war in the Middle East extends, fears of inflationary spillovers increase, driven by oil supply worries. * Short-term rates have risen in the US, Europe, and the UK, with a significant increase in 10-year break-even inflation since late February. * Market expectations have shifted from rate cuts to possible tightening, despite central banks' cautious stance. * Investors are more hawkish than central banks, raising questions about the outlook for monetary policy. * The article discusses implications for interest rate expectations and inflation, relevant to precious metals sentiment.
256. https://www.newsghana.com.gh/gold-slips-below-us4700-as-fed-rate-signal-and-oil-shock-weigh-on-metal/ - * Gold prices declined for six consecutive sessions, trading at US$4,667.42 per ounce. * The decline follows a hawkish Federal Reserve stance and surging oil prices linked to the Iran war. * The Federal Reserve voted to hold interest rates at 3.5–3.75%, with no rate cuts expected soon. * Increased energy prices have raised inflation expectations, impacting gold's appeal. * Central bank buying remains strong, with projections of significant future price targets by JP Morgan and Deutsche Bank.
257. https://www.capitalstreetfx.com/forex-daily-market-analysis-1-april-2026/ - - The Federal Reserve held its rate unchanged at 3.50%-3.75% at its March meeting. - Growth remains solid, with a gradual labour market cooling. - Inflation projections for 2026 were revised upward due to energy prices from Middle East conflicts. - Markets have priced out earlier expectations of rate cuts for H1 2026, impacting USD strength. - US rate differentials support USD dominance against EUR and CHF until further signals from Fed or European banks.
258. https://www.cnbc.com/2026/03/20/fed-gov-waller-urges-caution-for-now-cuts-possible-later-in-the-year.html - * Federal Reserve Governor Christopher Waller advises caution on rate cuts for the remainder of the year due to inflation and war uncertainties. * Markets have almost eliminated expectations of rate reductions through 2026 and into 2027, a change from earlier predictions. * Waller noted that weak labour market data and ongoing geopolitical tensions influence the Fed's policy stance. * He highlighted inflation concerns, especially if tariffs' effects persist into the second half of the year. * Federal Reserve Governor Michelle Bowman suggests three rate cuts could occur in 2023, supported by expected economic growth.
259. https://investinglive.com/centralbank/feds-musalem-us-monetary-policy-well-positioned-and-should-hold-for-some-time-20260401/ - * Fed's Musalem states US monetary policy is 'well positioned' and should remain unchanged for some time. * Comments made amid increased economic and inflation risks from war shocks. * He discusses potential scenarios of rate hikes and cuts. * Current monetary policy at the low end of neutral range. * Addresses inflation risks from supply shocks and tariffs, but expects them to wane. * Advocates cautious outlook on energy shocks. * Baseline view is for good growth, moderating inflation, and stable employment. * Notes unfavourable risks for employment and inflation, but no stress from private credit. * Market pricing indicates about a 30% chance of a rate cut, reflecting uncertainty amidst war impacts.
260. https://www.pv-tech.org/japans-toyo-hits-solar-cell-and-module-shipment-targets-posts-142-revenue-increase/ - * Toyo exceeded its solar cell shipment target of 4.2-4.4 GW, driven by its Ethiopian manufacturing plant reaching capacity in October 2025. * The company reported a revenue increase, with gross profit reaching US$96.3 million and margins expanding to 22.5%. * Toyo set new shipment targets of 5.5-5.8 GW for 2026 and forecasted net income of US$90-100 million. * The firm is expanding its onshore supply chain in the US, including plans to onshore cell manufacturing and secure domestic polysilicon sourcing. * Toyo benefits from a transparent supply chain amid US trade and policy restrictions on non-domestic solar hardware.
261. https://finance.yahoo.com/news/morning-brief-stocks-roar-back-plus-our-giant-action-packed-q1-roundup-100033568.html - * Gold experienced a rally but tracked its worst months since 2008, despite bullish sentiments on Wall Street. * Geopolitical instability related to Iran and OPEC concerns drove safe-haven demand. * Capital flows into precious metals increased due to global economic concerns. * Movements in gold prices are linked to geopolitical instability, economic events, and investor demand for safe-haven assets. * Silver market sentiment is not explicitly analysed but is implied as part of precious metals movements.
262. https://www.actionforex.com/contributors/fundamental-analysis/635404-us-private-payrolls-to-signal-march-hiring-trends-ahead-of-fridays-nfp/ - * US private sector employment data for March indicates a potential slowdown in job growth. * US-Iran tensions and geopolitical developments influence market sentiment, with expectations of de-escalation. * Gold and precious metals prices are influenced by the Iran conflict and inflation expectations. * Market focus on safe-haven assets such as gold and silver amid geopolitical risk and economic uncertainty. * Global equities rose largely due to optimism over de-escalation of US-Iran tensions and positive economic data.
263. https://www.fxstreet.com/news/eurozone-inflation-sparks-ecb-rate-repricing-dbs-202604010858 - * Eurozone inflation rose to 2.5% year-on-year in March 2026, driven mainly by higher energy costs. * Energy inflation increased 4.9% yoy in March, with pump prices up around 15%. * Food and core inflation pressures remained moderate. * Markets now price in potential ECB rate hikes within the year, possibly in late-2Q or early-3Q. * Risks of ECB tightening increase with persistent energy inflation and geopolitical tensions.
264. https://www.cnbc.com/2026/03/27/markets-see-the-feds-next-move-as-a-potential-hike-as-oil-prices-inflation-fears-rise.html - * Markets see the Fed's next move as a potential rate hike due to mounting inflation fears. * Traders increased the probability of a rate rise by 2026 to 52%. * Surging energy prices, import costs, and stagflation concerns contribute to inflation pressures. * Crude prices exceeded $110 amid ongoing geopolitical tensions and tariffs. * U.S. inflation forecast raised by OECD to 4.2%, above Fed expectations.
265. https://www.ad-hoc-news.de/boerse/news/ueberblick/silver-price-recovery-signals-after-20-percent-march-plunge-spot-hits/69046521 - * Spot silver recovered to $73.03 per ounce after a 20.10% decline in March due to Fed hawkishness and a surging USD. * The sharp correction was triggered by Federal Reserve's hawkish pivot, increased yields, and a dollar rally, spilling over into ETF and futures markets. * A significant sell-off event on March 19, with $38 billion in sell orders, caused a 12% drop in one day, reflecting macro pressure and crowded positioning. * Short-term outlook remains bearish amid high rates and dollar strength, but long-term demand, supply deficits, and green tech growth offer upside potential.
266. https://www.elfinanciero.com.mx/opinion/alejandra-marcos/2026/03/20/la-leccion-que-banxico-no-deberia-ignorar/ - * La Reserva Federal de Estados Unidos decide mantener la tasa de fondos federales en 3.50 a 3.75%.
267. https://www.businesstoday.in/markets/story/gold-silver-behave-differently-amid-west-asia-conflict-arun-kejriwal-explains-why-523521-2026-04-01?utm_source=rssfeed - * Arun Kejriwal notes that gold and silver prices have behaved differently during the West Asia conflict. * Typically, precious metals surge during geopolitical tensions, but prices moved downwards this time. * Kejriwal suggests a shift in global investment preferences, including reluctance to invest in US T-Bills. * He mentions recent gold sales by countries including Russia. * Investors can allocate around Rs 10 out of Rs 100 to gold and silver for 12–24 months, expecting returns 1.5 times those from equities.
268. https://mangish.net/%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D8%B0%D9%87%D8%A8-%D8%AA%D8%B4%D9%87%D8%AF-%D8%AA%D8%B0%D8%A8%D8%B0%D8%A8%D9%8B%D8%A7-%D8%A7%D9%84%D9%8A%D9%88%D9%85-%D8%A7%D9%84%D8%A3%D8%B1%D8%A8%D8%B9/ - • Gold prices in Egypt increased on Wednesday, with notable rise in 21-carat gold at 7230 pounds. • The rise was driven by international tensions and uncertainties affecting economic and political stability. • Experts predict ongoing volatility based on global developments, with potential for further increases or corrections. • Investor demand for gold strengthens as a safe haven amid regional unrest and US economic policy uncertainty. • Price levels and market movements depend on geopolitical and economic factors, including conflict and currency strength.
269. https://themarketonline.com.au/sun-silver-kicks-off-four-rig-maverick-campaign-2026-04-01/ - - Sun Silver (ASX: SS1) has commenced resource upgrade and growth drilling at the Maverick silver project in Nevada, USA. - Four diamond core drill rigs are being used for infill and step-out drilling to improve geological confidence and extend mineralisation. - The program aims to support resource classification, metallurgical testing, and development studies, with results leading to potential resource upgrade and development readiness. - The project hosts a JORC inferred mineral resource of 237 million tonnes grading 45.5 g/t silver, located near the Carlin Trend. - The company targets release of a maiden scoping study in Q4 2026 and a pre-feasibility study in Q2 2027.
270. https://www.business-standard.com/markets/commodities/gold-price-climbs-10-to-1-49-520-silver-up-100-trades-at-2-50-100-126040100166_1.html - * Gold prices in India rose by ₹10 per ten grams, with variations across cities, and silver increased by ₹100 per kilogram. * US gold prices reached their highest in nearly two weeks, supported by geopolitical tensions and a weaker dollar. * US President Donald Trump suggested potential easing of tensions with Iran. * Spot gold in the US rose 0.4% to $4,685.79 per ounce, while spot silver fell 0.8% to $74.53 per ounce. * Silver and gold prices movements reflect safe-haven investment behaviour amid geopolitical instability.
271. https://www.business-standard.com/world-news/iran-conflict-threatens-to-wreck-trump-s-dream-of-lower-interest-rates-126040100260_1.html - * US Treasury 10-year yields are set for their biggest monthly fall since Trump returned to office, amid concerns over Iran war and energy crisis. * Federal Reserve signals patience on interest rate moves despite market expectations of rate cuts, with inflation risks linked to higher energy costs. * The closure of the Hormuz Strait due to Iran’s control presents ongoing oil supply disruptions, impacting inflation and economic outlook. * Rising energy prices and inflation expectations are influencing Treasury yields and mortgage rates, reducing economic growth prospects. * The US government’s debt burden and geopolitical tensions threaten future economic stability and monetary policy adjustments.
272. https://nypost.com/2026/03/19/business/gold-and-silver-plummet-heres-why-iran-war-is-hammering-prices/ - * Gold and silver futures fell to one-month lows amid Iran conflict and geopolitical tensions. * Gold declined to $4,588.70 per ounce, and silver to $70.39, from recent highs. * The Iran war impacted energy prices, with oil reaching as high as $119 per barrel, and increased inflation concerns. * The Federal Reserve maintained interest rates at 3.5% to 3.75%, with no rate cuts expected soon. * The US dollar strengthened, reducing gold's appeal, and oil prices remained elevated, influencing metals markets.
273. https://bitcoinworld.co.in/federal-reserve-balance-sheet-rate-cuts-2025/ - * The Federal Reserve plans to manage both its balance sheet reduction and interest rate trajectory in 2025. * It operates a quantitative tightening programme decreasing assets from $9 trillion to $7.2 trillion, via maturity without reinvestment. * Rates are held at 4.50-4.75%, with forecasts of potential rate cuts beginning in mid-2025. * The strategy reflects a complex dual-track approach aimed at normalising monetary policy amidst inflation and economic conditions. * International implications include currency strength and capital flows; risk management involves liquidity tools and clear communication.
274. https://www.mk.co.kr/en/world/12004482 - - Jerome Powell, chairman of the U.S. Federal Reserve, states the impact of the war in Iran on inflation will be 'wait and see'. - Powell indicates the Fed will maintain a freeze on interest rates rather than an immediate hike. - Remarks were made at Harvard University, referencing recent geopolitical risks, oil prices, and inflation pressures. - Powell discusses supply shocks, inflation risks, and the potential economic impact of the war. - The Fed emphasises its independence and current policy stance amid market concerns.
275. https://americanbazaaronline.com/2026/03/31/powell-reassures-interest-rates-are-in-good-place-amid-the-oil-price-shock-477969/ - * Federal Reserve Chair Jerome Powell states that interest rates are in a good position to respond to the oil price shock stemming from Middle East conflict. * Powell describes current market turbulence as a market correction, not a systemic crisis. * He discusses inflation pressures caused by pandemic, tariffs, and oil prices, with tariffs adding 0.5%-1% to inflation. * New York Fed President John Williams expects oil prices to have a temporary near-term inflation impact, with growth forecast at 2.5% in 2026. * The article covers US Federal Reserve monetary policy and inflation outlooks amid geopolitical tensions.
276. http://www.kakiforex.com/2026/04/european-inflation-surges-above-2-ecb.html - * Eurozone inflation increased to 2.5% in March, driven by a rise in energy costs due to Middle East conflict. * Core inflation fell to 2.3%, complicating ECB's judgment on inflation sustainability. * Geopolitical tensions caused oil prices to nearly double, affecting economic forecasts. * Markets anticipate three ECB interest rate hikes in 2026, possibly starting as early as April. * ECB meeting scheduled for April 30 amidst concerns of stagflation and economic slowdown.
277. https://schiffgoldprod.wpenginepowered.com/exploring-finance/money-supply-grows-at-fastest-pace-since-2021 - * The seasonally adjusted money supply has increased for 28 consecutive months since November 2023, with February showing a significant rise of $198B. * The 13-week trailing growth rate of money supply remains around 6%, contrasting with averages of about 4.9% over the past year. * The article links recent increases in money supply to the Federal Reserve restarting quantitative easing (QE). * It discusses the correlation between money supply trends, inflation, and Federal Reserve interest rate policies, noting inflation remains above 2%. * The potential for upcoming inflation increase and the Fed’s challenges in policy decisions are highlighted, with mention of the impact on the US dollar and markets.
278. https://www.hawaiitribune-herald.com/2026/03/19/nation-world-news/fed-leaves-interest-rates-unchanged-expects-inflation-to-rise/ - * The Federal Reserve held interest rates steady at 3.50%-3.75% and projected higher inflation for 2023. * The Fed expects to cut rates by a quarter of a percentage point by the end of 2023, with some policymakers considering less easing. * Higher energy prices and oil shock due to conflict in Iran have contributed to inflation forecasts increasing to 2.7%. * The Fed’s projections show no rate hikes expected in 2023, but one official anticipates a hike in 2027. * Economic growth forecasts for 2026 were marginally increased to 2.4%, with unemployment steady at 4.4%.
279. https://www.chinadaily.com.cn/a/202604/01/WS69cc70d9a310d6866eb410c0.html - * US Federal Reserve Chair Jerome Powell indicated the possibility of maintaining steady interest rates in the short term. * The remarks coincided with ongoing US-Israeli war with Iran and rising oil prices. * Oil prices increased to over 116 USD per barrel amid threats from US President Trump. * Experts predict high inflation due to sustained high oil prices, potentially influencing rate decisions. * Consumer sentiment and inflation expectations have worsened amid the conflict and rising prices.
280. https://www.seattletimes.com/business/european-central-bank-holds-rates-unchanged-as-energy-shock-from-iran-war-causes-massive-uncertainty/?utm_source=RSS&utm_medium=Referral&utm_campaign=RSS_all - * The European Central Bank left its key interest rates unchanged at 2%. * The decision was influenced by the energy shock from the Iran war, causing inflation uncertainty. * The bank warned that the war increases short-term inflation risks and creates economic growth downside risks. * The ECB stated that long-term inflation expectations remain anchored. * The move follows similar decisions by the Bank of England and U.S. Federal Reserve to maintain interest rates amid inflation concerns.
281. https://www.bloomberg.com/news/articles/2026-03-19/bnp-paribas-predicts-fed-next-month-will-flag-possible-rate-hike - * BNP Paribas expects the Federal Reserve may signal a rate hike at its next meeting in April if energy prices stay high and unemployment remains stable. * The Fed held rates steady on Wednesday amid uncertainty caused by the Middle East war and oil price surge. * The article discusses potential monetary policy changes influenced by inflation and energy costs. * Sector: finance, theme: monetary policy, location: United States.
282. https://www.pv-magazine-australia.com/2026/04/01/tongwei-moves-into-hybrid-hjt-back-contact-solar-cell-technology/ - * Chinese manufacturer Tongwei signs a strategic cooperation agreement with Gold Stone (Fujian) Energy (GS-Solar) and Golden Solar (Quanzhou) to develop mass-production of hybrid HBC solar cells. * The collaboration involves technology development, manufacturing, and process optimisation, aiming for large-scale commercialisation. * GS-Solar will contribute its hybrid HBC cell design, equipment, and process solutions; Golden Solar will provide patents and process support. * The partnership focuses on improving conversion efficiency and reducing manufacturing costs. * GS-Solar’s hybrid HBC technology reported laboratory efficiencies of 27.08% in March 2023 and 27.62% in November 2024. * The collaboration expands Tongwei’s technology portfolio and accelerates transition to industrial production of hybrid HBC solar cells. * Previous GS-Solar partnerships include collaborations with Longi and JA Solar to upgrade production lines to HBC technology.
283. https://bitcoinethereumnews.com/tech/xag-usd-soars-past-100-day-sma-and-75-milestone/?utm_source=rss&utm_medium=rss&utm_campaign=xag-usd-soars-past-100-day-sma-and-75-milestone - * Silver price (XAG/USD) breaks above the 100-day SMA and $75 level, signalling a potential bullish trend. * The breakout occurs with increased trading volume, suggesting momentum. * The move aligns with a weakening dollar index and rising industrial demand, especially from solar panel applications. * Technical levels to watch include support at $75 and resistance near $78.50. * Analysts note historical precedents and warn of risks such as dollar strength or false breakouts.
284. https://www.prnewswire.com/news-releases/america-just-classified-silver-as-a-critical-mineral-the-company-sitting-on-36-million-ounces-in-nevada-is-about-to-start-drilling-302730705.html - * In November 2025, the US Geological Survey added silver to the Critical Minerals List. * China imposed a ban on silver exports in January 2026. * Silver prices increased from under $30 to over $121 per ounce during this period. * Silver's industrial demand, especially in solar panels, is rising amid a global supply deficit. * Americore Resources plans to drill its Trinity Silver Project in Nevada, aiming to upgrade its resource estimate in 2026.
285. https://www.prnewswire.com/news-releases/america-just-classified-silver-as-a-critical-mineral-the-company-sitting-on-36-million-ounces-in-nevada-is-about-to-start-drilling-302730705.html - *The US Geological Survey added silver to the Critical Minerals List in November 2025.* *China imposed a complete ban on silver exports in January 2026.* *Silver prices surged from under $30 to over $121 per ounce in early 2026.* *Americore Resources is advancing the Trinity Silver Project in Pershing County, Nevada, with a drill campaign planned for Q2 2026.* *The company expanded historic silver resources to over 36 million ounces of Silver Equivalent.*
286. https://www.etftrends.com/gold-silver-investing-content-hub/silver-structural-deficit-navigate-volatility-dual-asset-approach/ - ['* Silver enters its sixth consecutive year of a structural supply deficit due to global production lagging behind demand for clean energy and AI infrastructure.', "* The metal's role in solar panels and EV electronics sustains its fundamental support despite short-term volatility.", '* Investors can use the Sprott Silver Miners & Physical Silver ETF (SLVR), which combines physical bullion and mining equities, to navigate markets.', "* Silver's price has increased just over 4% this year, remaining resilient despite market fluctuations.", "* Supply and demand dynamics, alongside ongoing global electrification, underpin silver's enduring appeal."]
287. https://gestion.pe/economia/empresas/volcan-mas-alla-de-romina-minera-impulsa-otro-proyecto-por-us-2419-millones-en-minas-polimetalicas-en-junin-noticia/ - • Volcan Compañía Minera presentó un Estudio de Impacto Ambiental en Perú para integrar minas existentes. • La inversión total es de US$ 241.9 millones y el proyecto tiene una vida útil estimada de 21 años. • La iniciativa incluye profundización de labores subterráneas, construcción de chimeneas de ventilación, y ampliación de depósitos de relaves. • Se prevén mejoras en tratamiento de aguas industriales, residuales y potables. • El proyecto se ejecutará en fases durante aproximadamente 12 años, sin aumentar la capacidad de producción diaria de 5,200 TMD.
288. https://www.fxstreet.com/news/gold-correlation-with-oil-turns-supportive-commerzbank-202603311317 - * Commerzbank analyst Carsten Fritsch reports a 13% decline in gold this month, its steepest since 2008, linked to rising oil prices andFed rate expectations. * Rising oil prices due to Middle East tensions have changed the traditional negative correlation between gold and oil. * Recent developments show both gold and oil prices rising as markets no longer expect Fed rate cuts or hikes. * Higher oil prices are seen to lower real yields and support gold, given market speculation on Fed policy stances. * The shift in correlation is driven by inflation expectations and interest rate outlooks influenced by oil price movements.
289. https://www.cnbc.com/2026/03/18/views-for-next-fed-rate-cut-pushed-back-after-hot-inflation-report.html - * A February wholesale inflation report showed the biggest gain in a year, affecting traders' expectations of rate cuts. * The report increased the likelihood that the Federal Reserve will hold rates through 2023. * Traders now see a low chance of rate cuts in June, July, and September, with some probability for December. * Futures markets project a fed funds rate of 3.43% by 2026. * Central bank signals suggest a focus on rate stability, with some officials advocating for cuts, while others prefer to hold.
290. https://www.washingtonpost.com/business/2026/03/18/fed-interest-rates-iran-inflation/ - - The Federal Reserve left interest rates unchanged, citing inflation and economic uncertainty amid the Iran war. - Key officials expect at least one rate cut later this year, with some signalling no additional cuts. - Rising oil prices due to the Iran conflict could rekindle inflation and impact economic growth. - The Fed's decision influences borrowing costs and market sentiment, with political pressure from the Trump administration. - The conflict poses a dilemma for the Fed: fighting inflation versus supporting economic growth.
291. https://www.eqmagpro.com/cosmic-pv-power-moves-ahead-with-%E2%82%B9640-crore-ipo-plans-%E2%82%B9540-crore-fresh-issue-eq/ - ['* Cosmic PV Power has initiated a ₹640 crore IPO, including a ₹540 crore fresh issue, to support expansion in solar manufacturing.', '* The proceeds will be used for capacity expansion, working capital, and debt reduction.', '* The IPO aims to strengthen manufacturing footprint amid rising demand for domestic photovoltaic modules in India.', '* The move reflects increasing investor interest in renewable energy manufacturing sector.', '* The IPO is timed with India’s growing solar deployment and policy support for domestic production.']
292. https://www.cnbc.com/2026/03/31/euro-zone-inflation-smashes-through-ecb-target-to-2point5percent-.html - * Euro zone inflation rose to 2.5% in March, up from 1.9% in February. * The increase is linked to a sharp rise in energy prices following regional military tensions. * Energy component inflation expected to be 4.9% in March, compared to -3.1% in February. * ECB President Christine Lagarde indicated potential interest rate hikes if necessary. * ECB revised its growth forecast for 2026 to 0.9%, with inflation expected to be 2.6%.
293. https://www.cnbc.com/2026/03/31/us10y-treasury-yields-iran-war-jolts-jobs-data-economy-fed-rate-cut.html - * US Treasury yields decline following Powell’s comments on inflation and interest rates. * Investors reassess Fed rate hike expectations amid geopolitical tensions and rising oil prices. * Money markets price in zero rate cuts for the rest of 2026, with a recent probability of a rate increase at 52%. * The US-Iran conflict and rising oil prices influence inflation concerns and monetary policy outlook. * Traders await February JOLTs jobs data scheduled for release.
294. https://www.independent.co.uk/news/labor-department-washington-iran-federal-reserve-commerce-department-b2940989.html - * US producer price index increased 0.7% from January and 3.4% year-over-year in February 2025. * Inflation gains exceeded forecasts and occurred before the Iran conflict increased energy prices. * The Federal Reserve is considering interest rate policy in response to inflation data. * Consumer inflation remained above the 2% target prior to the US and Israel's attack on Iran. * The report indicates inflationary pressures and energy prices are influencing monetary policy decisions.
295. https://thedailytearsheet.com/2026/03/31/morning-report-powell-comments-soothe-the-bond-market/ - * Non-QM delinquencies have increased since summer 2022, with performance deterioration in February 2024. * The trend mirrors weaker credit FHA and VA markets; overall mortgage performance remains strong. * Rising home insurance premiums contribute to higher delinquencies and relocations. * Hedging strategies for non-QM loans include using SOFR swap futures and discounted cash flow models. * Federal Reserve comments and rate expectations influence treasury yields and market outlooks.
296. https://www.okaz.com.sa/economy/na/2240627 - * Gold prices fell as the US dollar rose slightly ahead of the Federal Reserve's decision. * The decline affected April futures and spot prices for gold, platinum, and palladium. * Silver futures and spot prices also decreased. * The US dollar index increased marginally to 99.65. * The Federal Reserve is expected to keep interest rates unchanged but investors await guidance on energy prices and the labour market.
297. https://www.fxstreet.com/news/ecbs-muller-cant-rule-out-rate-hike-in-april-202603311052 - - European Central Bank (ECB) Governing Council member Madis Müller indicated the possibility of an interest rate hike in April during an interview in Tallinn, reported by Bloomberg. - He noted that changes to interest rates cannot be ruled out in April if energy prices stay high. - Müller mentioned that the economic state by the end of April is uncertain and wages would need to increase to maintain purchasing power. - The market reaction was marginally down for EUR/USD, which traded near 1.1460.
298. https://www.americanbankingnews.com/2026/03/31/spire-wealth-management-boosts-position-in-ishares-silver-trust-slv.html - * Spire Wealth Management increased its holdings in iShares Silver Trust by 92.2% in the 4th quarter, owning 23,949 shares worth $1,543,000. * Multiple hedge funds, including Quadrature Capital Ltd, Guggenheim Capital LLC, Mainstay Capital Management LLC ADV, 1832 Asset Management L.P., and Briaud Financial Planning Inc, increased their holdings in SLV. * SLV stock opened at $63.52, with a market cap of $34.97 billion, PE ratio of -8.51, and a beta of 0.38. * The ETF’s 50-day moving average is $76.20; its 200-day moving average is $60.69. * One-year low of $26.57 and high of $109.83 for SLV.
299. https://www.actionforex.com/live-comments/635306-silver-price-gains-oxygen-from-yield-pullback-break-above-74-52-to-confirm-momentum/ - * Silver price strengthens as US Treasury yields pull back, providing support for precious metals. * Markets reprice Federal Reserve policy following comments from Chair Jerome Powell. * The US 10-year yield declined from a spike last Friday, reflecting a shift in inflation and rate hike expectations. * Technically, a firm break above 74.52 could signal the end of a corrective fall from 121.83, suggesting bullish momentum. * Ongoing support depends on further yield declines or de-escalation of Iran War risks, with potential volatility if these drivers fade.
300. https://www.investing.com/news/economic-indicators/eurozone-inflation-jumps-to-25-in-march-amid-iran-warlinked-energy-price-surge-4589561 - * Eurozone consumer inflation rose to 2.5% in March, driven by higher energy costs due to Iran war escalation. * The energy price spike was 4.9% for the month, influenced by the closure of the Strait of Hormuz and reliance on Persian Gulf gas. * The European Central Bank’s 2% inflation target is exceeded; officials consider interest rate hikes. * ECB President Christine Lagarde indicated readiness to respond to inflation, with rate increases expected in 2023. * Energy shocks linked to the Middle East conflict raise risks of broader inflation effects, impacting food and goods prices.
301. https://www.eldia.com/nota/2026-3-31-1-26-17-wall-street-cierra-mixto-con-el-petroleo-en-alza-el-mundo - * Wall Street closed with mixed results amid caution, influenced by escalating Middle East tensions. * Oil prices surpassed $100 per barrel for the first time since 2022, driven by tensions around the Strait of Hormuz and attacks on energy infrastructure. * The Dow Jones increased 0.11%, S&P 500 decreased 0.39%, and Nasdaq fell 0.73%. * Gold rose 0.32%, and silver increased 0.69%, reflecting safe-haven demand. * European markets showed moderate movements, impacted by oil price rise and geopolitical uncertainty.
302. https://www.investing.com/news/commodities-news/morning-bid-fed-plot-unfolds-4567943 - * The Federal Reserve's upcoming interest rate decision will consider inflation pressures influenced by the oil shock, with a possible signal of future policy caution. * Oil prices rose over 3% amid Iranian attacks and geopolitical tensions in the Middle East, remaining above $100 per barrel. * U.S. and Asian stocks gained, with the dollar easing slightly, reflecting risk-on sentiment. * Central banks including the Fed, Bank of Canada, and Bank of Japan are scheduled to announce or discuss monetary policy decisions today. * The focus remains on how Iran war impacts inflation outlooks and monetary policy strategies.
303. https://mishtalk.com/economics/powell-warns-the-markets-and-trump-that-his-patience-with-inflation-has-limits/ - * Powell’s speech to Harvard students emphasised the Fed’s cautious stance on inflation and supply shocks. * He highlighted concerns that prolonged above-target inflation could shift public expectations. * The Fed is likely to keep interest rates stable until economic deterioration or inflation decline. * Market expects rates to remain on hold, with slight probability of hikes or cuts. * Rising gasoline prices and crude oil above $100 support inflation concerns.
304. https://www.analyticsinsight.net/business/gold-price-today-mcx-gold-edges-higher-as-crude-pullback-supports-prices-key-levels-in-focus - • US gold prices traded higher on 31 March 2026, supported by a weaker dollar. • Gold rose 0.8% to $4,544.19 per ounce; futures for April increased 0.3%. • Silver, platinum, and palladium also saw price gains, but upside remains capped. • Market expectations of higher US interest rates and tighter monetary policy impact precious metals. • Crude oil prices pulled back, aiding gold's support; US dollar poised for worst month in over 17 years.
305. https://www.arkansasonline.com/news/2026/mar/31/powell-fed-eyeing-energy-prices/ - * Federal Reserve Chair Jerome Powell stated the importance of monitoring inflation due to rising energy prices from the Iran war. * Powell noted the limited ability of the Fed to respond to energy shocks, which are short-term. * He discussed the challenging job market and the impact of artificial intelligence on employment for young people. * Powell expressed optimism about long-term economic prospects despite current difficulties. * The article covers US monetary policy, inflation risks, energy prices, and central bank independence.
306. https://theboar.org/2026/03/hawk-or-dove-trumps-fed-chair-dilemma/ - * President Trump aims to influence the Federal Reserve's monetary policy by appointing Kevin Warsh as new Fed Chair. * Warsh's history includes supporting inflation control, contrasting with Trump’s preference for low interest rates. * The Federal Reserve's independence means decisions on interest rates are made by the FOMC, not the President. * Market reactions included an 8% plunge in gold and a 25% crash in silver, with the US dollar rallying following the nomination. * The outcome depends on Warsh’s alignment with Trump’s policy aims and the FOMC's prevailing stance on rates.
307. https://bitcoinworld.co.in/ecb-lags-fed-inflation-response-commerzbank/ - * The European Central Bank maintains a more cautious inflation response compared to the Federal Reserve. * The divergence impacts EUR currency markets, with the euro potentially under pressure due to rate differentials. * The Fed has implemented a rapid rate-hiking cycle since 2022, raising rates by 525 basis points. * Structural differences, including regional economic diversity and institutional frameworks, explain policy divergence. * Commerzbank projects continued policy divergence through 2025, with potential convergence in 2026.
308. https://kibrisgazetesi.com/altin-fed-ve-trumpin-aciklamalariyla-yukseliste/ - * Gold continues its upward trend, reaching approximately 4,585 USD per ounce after a 1.8% increase due to geopolitical and economic developments. * Reports suggest the US is ready to cease military operations against Iran, despite ongoing tensions. * Fed Chair Jerome Powell comments on inflation, maintaining a cautious policy stance amid rising oil prices. * Geopolitical tensions escalate as Iran approves new maritime laws and threats, and attacks a Kuwaiti oil tanker. * Silver, platinum, and palladium also gain in value, with gold and silver showing notable increases. * Bloomberg dollar index remains largely flat after a slight rise.
309. https://www.mercomindia.com/global-pv-equipment-market-to-reach-43-8-billion-by-2035-report - * The global solar PV manufacturing equipment market is expected to grow from $16.6 billion in 2025 to $43.8 billion in 2035.* Investment in PV equipment is projected to total $250–$300 billion over the decade.* Growth is driven by decreasing solar costs, expanding deployment, and technology transitions.* Europe remains a technological leader but lacks scale, with limited manufacturing capacity.* The report highlights cyclical investment patterns in the sector and significant technological shifts, including replacement of PERC technology.* European equipment has higher costs and operational complexity, impacting competitiveness.* The study underscores China’s dominance in PV manufacturing across the silicon-based value chain.
310. https://www.gazetaprawna.pl/wiadomosci/kraj/artykuly/11215776,tania-fotowoltaika-odejdzie-w-zapomnienie-chinczycy-szykuja-wielki-pr.html - * China's industrial policy changes include elimination of export tax preferences by April 2026. * This policy change is expected to increase the cost of photovoltaic modules by around 10%. * Rising costs of raw materials like polycrystalline silicon, glass, and silver are increasing production costs. * The price of silver, crucial for manufacturing components like busbars, has risen due to Chinese overproduction cutbacks. * These factors are likely to lead to higher prices for solar panels in Europe and impact the photovoltaic industry.
311. https://dinarchronicles.com/2026/03/31/rla-radio-economic-forecast-2026-recession-inflation-and-markets/ - * In an interview on RLA Radio, Ed Dowd discussed the US economy and its challenges. * Dowd forecasted a recession with housing corrections and deflation, followed by inflationary recovery. * He highlighted the migration of wealthy taxpayers from high-tax states to low-tax states. * Dowd recommended investing in precious metals like gold and silver as safe havens. * The discussion covered risks of CBDCs, systemic instability, and parallels with Zimbabwe’s hyperinflation.
312. https://www.darnews.com/world/federal-reserve-could-signal-no-interest-rate-cuts-this-year-in-wake-of-iran-war-ad004ac4 - * The Federal Reserve kept its key interest rate unchanged amid uncertain economic outlook, influenced by Iran war and inflation concerns. * Powell suggested the Fed may remain on hold until inflation shows significant decline, despite a forecast for a rate cut this year. * Inflation was 2.8% in January, above the Fed's 2% target, and the rate was 3.6% after pausing its rate hikes. * Powell expressed no intention to leave his role until an investigation into his congressional testimony is resolved. * Powell maintained an optimistic outlook for the economy despite recent shocks, avoiding recession.
313. https://www.businesstoday.com.my/2026/03/31/surging-inflation-in-germany-puts-ecb-in-challenging-spot/?utm_source=rss&utm_medium=rss&utm_campaign=surging-inflation-in-germany-puts-ecb-in-challenging-spot - * German inflation increased to +2.7% year-on-year in March, highest since early January 2024, driven by energy price spikes. * EU-harmonised inflation rose to +2.8% year-on-year, a 14-month high, with monthly inflation surging to +1.2%. * Both headline and core inflation overshoot ECB’s +2% mandate, strengthening the case for rate hikes. * Markets price in an April 2026 rate increase, with three hikes expected in 2026. * Rising energy costs and consumer inflation expectations pose challenges for ECB policy.
314. https://www.bostonglobe.com/2026/03/18/business/federal-reserve-interest-rates/ - * The Federal Reserve kept short-term interest rates unchanged at about 3.6%. * Forecasts indicate inflation will reach 2.7% in 2023 and fall back to 2% by 2028. * Fed officials expect Iran war to increase inflation but have a neutral growth outlook. * Policymakers anticipate a rate cut in 2026, subject to economic performance. * Gas prices surged to an average of $3.84 per gallon, influencing near-term inflation. * Stock markets declined following the Fed’s decision, with S&P 500 down 1.4% and Dow Jones down 1.6%.
315. https://unn.ua/news/zoloto-stabilizuvalosia-pislia-zaiavy-frs-pro-kontrol-infliatsii-popry-napruzhennia-na-blyzkomu-skhodi - * Gold prices have stabilised after rising over two days, reaching approximately 4515 USD per ounce, following US Federal Reserve Chair Jerome Powell’s statement on inflation control. * The Fed indicated monetary policy is in a position to wait and see despite inflation pressures from rising oil prices. * Investors increased gold purchases after previous declines due to escalation in the Middle East. * Oil prices are rising amid tensions around Iran and the Strait of Hormuz. * Silver, palladium, and platinum prices also increased or remained stable, with silver exceeding 70 USD per ounce.
316. https://www.ajunews.com/view/20260331113720868 - * Bank of Japan (BOJ) signals potential for rate increase exceeding 0.25% based on March policy discussions. * Policy makers highlight inflation risks from Middle East instability and yen depreciation. * March meeting showed strong hawkish stance among policymakers, some considering larger rate hikes. * BOJ prepares market for rate hikes with data on inflation nearing 2% and risk warnings. * Market reacts with volatility, stock indices falling due to concerns over tightening and geopolitical risks. * Changes in BOJ policy board composition could influence April decision, with debate over rate hike timing ongoing.
317. https://thanhnien.vn/gia-vang-hom-nay-3132026-duy-tri-da-tang-len-175-trieu-dong-luong-185260331084443496.htm - * Gold prices in Vietnam increased, with SJC gold reaching 175 million VND per lượng, marking a 2.2 million VND rise in two days. * Global gold prices rose to 4,607 USD per ounce, driven by geopolitical tensions in the Middle East. * Prices of government bonds increased worldwide due to fears of disruptions from the Middle East conflict and rising oil prices. * Investors sought safe-haven assets amid concerns over global economic growth and fuel shortages.
318. https://www.babypips.com/analysis/headline-powell-says-look-through-oil-shock-what-it-means-markets-2026-03-31 - * Jerome Powell announced the Fed will not raise interest rates despite high oil prices, citing supply-side inflation. * The Fed's decision is based on oil shocks being temporary, having long and variable lags, and anchored inflation expectations. * Market response included a drop in Treasury yields, a softer dollar, and supportive gold prices. * The policy stance indicates a dovish outlook with potential implications for currency and bond markets. * The outlook remains dependent on inflation expectations and geopolitical developments.
319. https://stockhead.com.au/resources/red-metal-to-reward-shareholders-with-direct-ownership-of-silver-developer-maronan/ - * Red Metal intends to distribute 73.1 million Maronan Metals shares to its shareholders by mid-May. * The move targets enhancing liquidity and providing direct participation in Maronan’s development. * Maronan owns a silver project near Cloncurry in Queensland, with a planned underground development. * The distribution will not change Maronan’s issued capital or cause dilution. * Red Metal will retain 15.4 million MMA shares, maintaining its exposure. * The companies aim to value each on its own growth prospects, with Maronan focusing on silver, copper, and gold.
320. https://www.mpamag.com/us/mortgage-industry/industry-trends/feds-powell-suggests-rate-hikes-unlikely-in-the-short-term/570260 - • Powell discussed monetary policy and inflation expectations during a Q&A. • He suggested that rate hikes are unlikely in the short term due to well-anchored inflation expectations. • Powell mentioned the Fed is monitoring ongoing economic impacts from global events such as the Iran war and energy prices. • The current federal funds rate is between 3.5%–3.75%, with a cautious approach to future adjustments. • The speech signals a pause or slowdown in rate increases, influencing financial markets and gold, potentially including silver.
321. https://www.vtmarkets.com/live-updates/miran-said-oil-price-rises-havent-shifted-inflation-expectations-he-expects-target-inflation-within-a-year-despite-labour-worries/ - * Stephen Miran, a Federal Reserve member, states inflation expectations remain unchanged despite higher oil prices. * Miran expects inflation to return to target within a year, highlighting no evidence of inflation shocks or wage-price spirals. * He indicates that the Fed may ease policy more than markets currently expect, with potential for a full percentage point cut in interest rates in 2026. * Labour market data shows wage growth slowing, supporting a dovish outlook. * Despite stable Brent crude prices around $95 per barrel, broader inflation remains subdued with a February 2026 CPI of 2.8%.
322. https://coloradobiz.com/fed-monitors-rising-inflation-expectations-oil-price-surge/ - * Federal Reserve officials observe increasing household inflation expectations alongside rising oil prices, with oil exceeding $110 a barrel. * The surge in oil prices is linked to the US-Israeli war impact and global energy shocks. * Policy makers express concern about fragile long-term inflation expectations amidst recent volatility and global conflicts. * Market responses include higher bond yields and expectations of interest rate hikes, influenced by inflation fears. * Fed officials emphasise commitment to maintaining 2% inflation target despite economic and geopolitical challenges.
323. http://www.kakiforex.com/2026/03/fed-remains-on-wait-and-see-approach.html - * Federal Reserve Chairman Jerome Powell indicated the US central bank is undecided on interest rate changes during a speech at Harvard University * The Fed is committed to reaching its 2% inflation target, which has not been achieved since 2021 * Interest rate decisions depend on the real economic impact of the Iran war and geopolitical tensions in the Middle East * Powell highlighted that import tariffs could add 0.5% to 1% to inflation, and unrest in the Middle East has pressured gasoline prices * Powell's term at the Fed ends on May 15, emphasising a cautious ‘wait and see’ monetary policy approach
324. https://www.channelnewsasia.com/world/powell-says-fed-can-wait-and-see-how-war-affects-inflation-6026721 - • Federal Reserve Chair Jerome Powell indicated the Fed can wait to assess how Iran war affects the economy and inflation. • Remarks were made during a Harvard macroeconomics class. • US gasoline prices have risen to around US$4 per gallon. • Powell noted tension between the Fed's dual mandates of employment and price stability. • The Fed maintained interest rates at 3.50%-3.75% after its latest policy meeting.
325. https://www.vtmarkets.com/live-updates/new-york-fed-president-john-williams-told-reuters-policy-was-prepared-for-unusual-conditions-amid-mixed-job-market-signals/ - * John Williams, President of the Federal Reserve Bank of New York, states policy is prepared for unusual conditions. * The US economy remains resilient despite mixed job-market signals and high uncertainty. * Inflation is expected to reach 2.75% by year-end and return to 2% in 2027, with CPI at 3.1% in February 2026. * Market turbulence may be hedged through options on VIX, SOFR futures, commodities, and energy ETFs. * The Federal Reserve remains flexible with interest rate policies. * Recent tariffs and geopolitical tensions continue to influence inflation and supply chains.
326. https://kalkinemedia.com/au/stocks/metal-and-mining/atlas-project-momentum-drives-image-resources-forward - ["* Image Resources' Atlas project in Western Australia moves from construction to operational status, supporting long-term growth.", '* The transition involved relocating equipment from Boonanarring and overcoming environmental and technical setbacks.', '* The company maintains operational momentum through adaptive responses and cost-efficient strategies.', '* Financial stability supported project development via structured offtake partner funding.', '* The company plans to expand beyond a single project, assessing new mineral sands assets and diversifying into gold.']
327. https://www.etftrends.com/etf-strategist-content-hub/big-number-3-73/ - * Investors now expect the federal funds rate to finish 2026 at 3.73%, up from 3.05% a month ago. * Fears of rising inflation related to the war with Iran and oil supply disruptions drive this shift. * Yields on 2-year and 10-year Treasuries have increased significantly since late February. * Central banks in England, Europe, and Japan have also reflected this inflation-linked sentiment. * The Fed's projections suggest only one rate cut in 2026, but market expectations indicate more tightening.
328. https://nairametrics.com/2026/03/30/naira-faces-acid-test-as-us-dollar-index-hits-10-month-high/ - * The Nigerian Naira trades around N1,383/$, with potential for a move above N1,400/$ depending on upcoming MPC meeting. * The US dollar index hits a 10-month high, supported by safe-haven demand amid Middle East conflict. * Federal Reserve’s monetary policy expectations shift towards potential rate hikes, influenced by rising oil prices and US economic data. * US, Iran, and geopolitical developments impact oil prices and currency movements globally. * The Nigerian banking sector undergoes consolidation to strengthen forex market resilience.
329. https://losangelesweeklytimes.com/powell-sees-inflation-outlook-in-check-no-need-to-hike-rates-because-of-oil-shock/ - * Federal Reserve Chair Jerome Powell stated that inflation expectations remain grounded despite rising energy prices. * Powell suggested no immediate need for higher interest rates, citing the current rate target range of 3.5%-3.75%. * Markets responded by reducing the probability of a rate hike this year, with odds falling to 2.2% for December. * Powell highlighted that rate increases now could negatively impact the economy due to lagged effects. * He avoided discussing long-term interest rate direction and focused on current economic conditions.
330. https://bitcoinworld.co.in/powell-speech-fed-policy-wait/ - * Federal Reserve Chair Jerome Powell delivered a speech on November 12, 2025, in Washington D.C., signalling a patient approach to monetary policy. * Powell stated that current policy settings are 'in a good place' to wait and see, implying no immediate interest rate adjustments. * Economic indicators show moderate growth (GDP 2.1%), slight rise in unemployment (4.1%), and inflation at 2.4% as measured by core PCE. * Financial markets responded positively with modest gains; expectations are for rates to remain stable through early 2026. * Powell highlighted ongoing global considerations but focused on domestic economic data as the primary policy driver.
331. https://www.fool.com/investing/2026/03/30/federal-reserve-chair-jerome-powell-just-gave-inve/ - * Jerome Powell, Federal Reserve Chair, indicated the current federal funds rate range of 3.50%-3.75% is appropriate. * He stated recent oil price increases haven't significantly impacted inflation outlook. * Powell suggested that the Fed is unlikely to hike rates soon, with a possible cut forecasted for late 2027. * Investors responded positively, reducing chances of rate hikes this year. * Powell also addressed private credit stability, ruling out imminent systemic risks.
332. https://www.northernminer.com/news/americas-gold-silver-sees-30-output-rise-this-year/1003889496/ - * Americas Gold & Silver predicts about 30% rise in silver production in 2026, reaching 3.2-3.6 million oz. * The increase stems from output from Galena complex in Idaho and Cosalá in Mexico * The company reported a widened loss of $35.2 million (2025) due to higher operating costs * Measured and indicated silver resources increased by 10%, inferred resources rose by 15% * A new high-grade silver, copper, and antimony discovery was announced at the Coeur mine. * Crescent mine in Idaho is planned for a mid-2026 restart, adding to production capacity * Capital expenditure ranges from $90 million to $120 million, with $15-$20 million allocated for exploration.
333. https://bitcoinethereumnews.com/finance/fed-governor-miran-still-backs-cuts-says-interest-rates-could-be-about-a-point-lower-this-year/?utm_source=rss&utm_medium=rss&utm_campaign=fed-governor-miran-still-backs-cuts-says-interest-rates-could-be-about-a-point-lower-this-year - * Federal Reserve Governor Stephen Miran advocates for lower interest rates, estimating a potential reduction of about one percentage point over the year. * He stated this during an interview on CNBC, commenting that energy price spikes do not warrant policy changes unless inflation expectations rise. * Miran highlighted market indicators showing inflation expectations remain anchored despite recent oil price increases. * He has dissented at recent Fed meetings and believes monetary policy can be eased gradually. * The current fed funds rate is between 3.5% and 3.75%; market expectations imply no change before year-end.
334. https://www.ekathimerini.com/economy/1299535/loan-tranches-are-set-to-grow/ - * The European Central Bank is expected to increase interest rates three times within 12 months, potentially reaching 2.75%. * The rate hikes reflect inflation pressures and ongoing Middle East tensions, with estimates mainly based on the 12-month Euribor. * The increases already influence bond spreads and the three-month Euribor, which rose from 1.9% to 2.13% since February. * The effects on Greek loans and borrowing costs are anticipated to start appearing from next month, affecting floating rate loans linked to Euribor. * Uncertainty remains over whether these rate hikes will slow investment and borrowing in Greece, especially for housing.
335. https://investinglive.com/centralbank/feds-powell-policy-is-in-a-good-place-to-wait-and-see-how-current-situation-plays-out-20260330/ - * Fed Chairman Powell states policy is in a good place to wait and see how the current situation unfolds. * Emphasises commitment to 2% inflation goal and monitoring inflation expectations. * Notes tariffs are likely a one-time inflation boost of 0.5-1.0%. * Market pricing indicates a small chance of rate cuts later this year following prior expectations of hikes. * Comments reflect ongoing policy stance and uncertainties about Powell's future role.
336. https://keyt.com/news/money-and-business/cnn-business-consumer/2026/03/30/americans-expectations-for-inflation-will-shape-feds-response-to-iran-war-powell-says/ - * The Federal Reserve's monetary policy response is linked to Americans' inflation expectations amidst the Iran conflict. * Powell indicates a potential pause in interest rate changes while monitoring energy price shocks. * Oil prices rose after US President Trump’s comments on Iran, impacting US fuel and commodity prices. * Consumer sentiment declined 6% in March, while long-term inflation expectations remain stable. * The Fed faces a dilemma between tackling inflation and supporting the labour market amid global energy shocks.
337. https://www.ndtvprofit.com/world/powell-says-fed-committed-to-2-inflation-target-flags-west-asia-risks-11287810 - * Federal Reserve Chair Jerome Powell states the Fed is committed to achieving 2% inflation, citing economic risks including geopolitical tensions in West Asia. * Powell notes inflation expectations remain anchored and discusses the effectiveness and limitations of monetary policy tools. * Warns of supply-side shocks from geopolitical conflicts and disruptions in global supply chains. * Mentions a market correction in private credit markets, but sees no systemic threat. * Describes the US labour market as challenging but the economy remains dynamic. * Emphasises the importance of Fed independence and warns of cyber attack risks.
338. https://coingape.com/jerome-powell-signals-fed-rate-cuts-still-possible-amid-labor-market-risks/ - * Federal Reserve Chair Jerome Powell indicated that a Fed rate cut could occur this year, citing labour market risks and inflation concerns. * Powell suggested that the impact of the Iran war and rising oil prices on inflation remains uncertain. * Market participants are pricing in at least one rate cut this year, with traders expecting such a move at the October or December FOMC meetings. * Powell’s comments led to a sharp rise in Bitcoin price, reaching around $67,800. * Odds of a rate hike have fallen from 25% to 22%, with a higher probability of rate cuts in October and December. * CME FedWatch predicts a 99.5% chance the Fed will hold rates steady at the April meeting.
339. https://coinpedia.org/news/jerome-powell-harvard-speech-today-what-it-means-for-fed-rate-cuts-and-bitcoin/ - * Federal Reserve Chair Jerome Powell speaks at Harvard University today at 10:30 AM ET in a moderated discussion. * Markets are analysing every answer for signals on interest rate moves. * CME FedWatch shows a 4.7% chance of a rate hike at the next meeting, with no cuts priced in for 2026. * Bitcoin trades around $67,833, with models indicating a bottom between $46K and $54K. * Powell's speech is seen as significant due to his impending departure on May 15.
340. https://boereport.com/2026/03/30/feds-faith-in-anchored-inflation-expectations-may-be-coming-under-stress/ - * Federal Reserve officials face challenges in maintaining inflation expectations as household expectations rise and oil prices surge post-conflict with Iran.* * US Treasury bond yields increase amid investor inflation concerns, and household price expectations jump according to a University of Michigan survey.* * Fed Chair Jerome Powell emphasises the importance of keeping inflation expectations anchored, citing lessons from the 1970s inflationary period.* * Market betting on rate hikes increases as oil prices continue to rise, influencing Fed policy outlook.* * Policymakers are divided on how to interpret expectations data, which remain close to 2%, but with signs of increased short-term inflation expectations.*
341. https://coingape.com/fed-chair-jerome-powell-speech-today-all-eyes-on-fed-rate-cut-hints/ - * Fed Chair Jerome Powell to speak at Harvard University on March 30, with no prepared remarks. * Markets anticipate signals on Fed rate cuts due to inflation concerns and mixed economic data. * Current interest rate set at 3.5%-3.75%, with expectations of possible future rate adjustments. * Oil prices surged to $115 amid geopolitical tensions and comments from Trump. * Bitcoin and stock markets show mixed responses, with Bitcoin trading around $67,500 and signals of market pressure.
342. https://skillings.net/silver-deficit-2026-what-it-is-why-it-matters-2026-outlook/ - * The global silver market has entered its fourth year of a structural deficit, with supply outstripped by industrial demand, particularly from the solar industry. * The demand for silver per watt in solar modules has surged due to increased use of high-efficiency N-type cell technologies such as TOPCon and HJT. * The deficit in silver supply could exceed 250 million ounces in 2026, driven by slow mine supply growth and limited new exploration. * Regional divergence includes China's challenges with polysilicon inventories and North America's focus on domestic silver projects amid regulatory and inflationary hurdles. * Silver prices are forecasted to stay above historical averages, with potential testing of $45–$50 per ounce if demand drivers persist.
343. https://www.actionforex.com/contributors/technical-analysis/635142-eur-usd-middle-east-conflict-still-determines-sentiment/ - * US dollar supported by safe-haven demand amid ongoing Middle East conflict entering fifth week * Rising oil prices heighten inflation risks and increase expectations of a Federal Reserve rate hike * Market pricing shifts from rate cuts to potential hikes later this year * Technical analysis indicates further downside targets for EUR/USD in the near term * US macroeconomic data releases this week could generate market volatility * Geopolitical tensions continue to influence currency market sentiment
344. https://www.actionforex.com/contributors/fundamental-analysis/635147-three-forces-driving-the-dollar-upwards/ - * The US dollar index approaches its 11-month high due to safe-haven demand, trade flows, and Fed rate hike expectations. * Geopolitical tensions with Iran and rising oil prices increase demand for the US dollar. * Fed shifts from imminent rate cuts to potential rate hikes to control inflation, impacting monetary policy outlook. * The dollar is expected to strengthen against most currencies but may benefit from capital repatriation in Japan. * Gold under pressure as investors sell for liquidity and central banks sell to support economies.
345. https://www.vtmarkets.com/live-updates/bob-savage-says-rising-energy-costs-lift-eurozone-inflation-stoking-stagflation-fears-and-ecb-divisions/ - * Bob Savage states stagflation risks in the Eurozone are increasing due to energy costs lifting headline CPI. * ECB might remain cautious and monitor second-round effects, with market expectations of aggressive rate hikes likely to decline. * Energy prices, such as Brent crude surging above $95, are contributing to inflation concerns. * Divergence between headline inflation (2.8%) and core inflation (2.1%) influences ECB's policy outlook. * Market traders are advised to reprice rate expectations downward, considering economic weakness and subdued wage growth.
346. https://www.icmarkets.com/blog/general-market-analysis-30-03-26/ - * Global financial markets closed the week under pressure due to Middle East conflict, with US equities falling and safe-haven assets like gold and the US dollar rising. * Gold increased by 2.69% to $4,494.09, supported by haven flows amid geopolitical uncertainty. * Energy prices surged, with Brent crude up 4.22% to $112.57 and WTI up 5.46% to $99.64. * Investors focus on developments in the Middle East, particularly the Strait of Hormuz and US troop movements, impacting oil and equity markets. * Market volatility expected to persist with geopolitical headlines, including European data and Fed speeches, influencing investor sentiment.
347. https://www.fxstreet.com/news/eur-usd-resilient-as-ecb-activism-priced-commerzbank-202603300612 - * Commerzbank notes Euro strength against the Dollar due to expectations of quicker ECB response to inflation. * Rising oil and gas prices are feeding into Eurozone inflation, with German data key. * Market reactions depend on upcoming inflation figures, which could trigger interest rate hike expectations. * The ECB's activist stance limits downside for EUR/USD unless market confidence weakens. * The article discusses inflation trends, central bank policies, and their impact on Euro and Dollar exchange rates.
348. https://investinglive.com/centralbank/heads-up-fed-chair-powell-to-speak-later-in-the-day-20260330/ - * Fed chair Powell will speak at Harvard University later in the day. * The event is part of the university's introductory economics class. * Likely topics include the economy, inflation, and monetary policy. * The speech may influence market perceptions amid ongoing geopolitical risks and US rate considerations. * The event occurs before US inflation data and during a holiday-affected European market period.
349. https://www.actionforex.com/contributors/fundamental-analysis/635086-escalation-continues/ - * Middle East tensions escalated, with US troop deployment and Iran-backed Houthis joining conflict. * Disruption in trade through the Red Sea and Strait of Hormuz increased risk to energy supplies. * Oil and aluminium prices rose, with crude approaching $105 per barrel and aluminium up over 5% in Asia. * Market expectations of higher crude prices could lead to prices up to $150–200 per barrel if conflict persists. * Rising oil prices continue to drive global inflation and stagflation risks, influencing central bank policies. * US and Japanese bond yields fluctuated; stock markets showed declines, increased volatility and correction signals. * Tech stocks, including CrowdStrike and Meta, declined amid AI-related concerns. * US dollar strengthened, limited by intervention threats; Yen and Rupee driven by central bank actions. * Investors await US jobs data, which could influence rate expectations amid ongoing geopolitical risks.
350. https://pakobserver.net/gold-prices-in-pakistan-today-30-march-2026/ - * Gold prices in Pakistan today stand at Rs472,062 per tola, with an increase of Rs4,800 in the previous session. * Silver prices in Pakistan today are Rs7,454 per tola. * International gold price is $4,493 per ounce, increased by $48. * Fluctuations attributed to global sell-off and geopolitical tensions between Iran and the US. * Safe-haven demand remains strong amid economic uncertainty and geopolitical tensions.
351. https://www.thailand-business-news.com/news/297761-global-markets-tumble-as-middle-east-conflict-escalates-oil-surges - * Stocks fell over 4% in Japan and South Korea, with the MSCI Asia Pacific down 2.4%. US and European futures declined. * Brent crude increased 3.4% to $116/barrel, up 91% YTD; Macquarie warns oil could reach $200 if Strait of Hormuz remains closed through June. * Gold dipped 0.8% to approximately $4,450/oz; aluminium rose 6% after Iran attacked regional production sites. * Investors shift towards safe-haven assets amid geopolitical tensions, surging energy prices, and concerns over a global recession. * Central banks face challenges balancing inflation and growth, amid signs of a prolonged economic slowdown.
352. https://streamlinefeed.co.ke/news/fuel-tax-cuts-risk-triggering-central-bank-retaliation - * Prime Minister Anthony Albanese implements a three-month cut to fuel excise in Australia, injecting approximately AUD 1.5 billion into the economy. * The move aims to ease the cost-of-living crisis but may lead to increased inflation and trigger further interest rate hikes by the Reserve Bank of Australia (RBA). * The policy reduces petrol prices but could cause higher mortgage payments for homeowners if the RBA responds with rate increases. * The Australian scenario is compared to Kenya's fuel subsidy removal, highlighting potential volatility and inflationary pressures. * Historical precedents show similar policies contributing to inflation and subsequent tightening cycles.
353. https://www.actionforex.com/live-comments/635066-boj-warns-of-behind-the-curve-risk-as-yen-depreciation-amplifies-inflation-pressure/ - * Bank of Japan highlights risk of delayed policy tightening if inflation pressures persist, March meeting suggests a more proactive approach. * Policymakers acknowledge potential need for more frequent rate hikes if inflation trends continue to firm. * Concerns raised over rising wage growth and passing of higher costs by firms, intensified by Yen depreciation. * Weak Yen and rising oil prices are seen as increasing inflation risks and potential acceleration of tightening measures. * The environment still supports a rising trend in prices despite mixed growth outlooks.
354. https://losangelesweeklytimes.com/markets-see-feds-next-move-as-potential-hike-as-oil-prices-inflation-fears-rise/ - * Markets see a potential rate hike from the Federal Reserve as oil prices reach over $110. * Traders increased the probability of a rate increase by the end of 2026 to 52%. * Oil prices are affected by ongoing Iran conflict and U.S. tariffs. * U.S. import prices rose 1.3% in February; export prices increased 1.5%. * OECD raises its forecast for U.S. inflation to 4.2%, above Fed expectations.
355. https://bitcoinworld.co.in/eur-usd-forecast-consolidation-vulnerability-1500/ - * The EUR/USD is in a consolidation phase above a one-week low, near 1.1500. * Technical indicators, including moving averages and RSI, show limited momentum and potential for breakout. * Fundamental factors include monetary policy divergence between ECB and Fed, with US data supporting dollar strength. * Markets are sensitive to upcoming economic indicators and central bank communications. * A break above or below key levels could trigger significant moves and higher volatility.
356. https://dollarcollapse.com/top-ten-videos-march-30-2026/ - * Despite low prices and market manipulation, central banks and smart money investors are accumulating gold and silver. * A whale invested $3 million in bull spreads betting gold will reach $15-20K/oz by December 2026. * JP Morgan closed silver short positions, shifting to net long positions. * A large buyer targeted $15-20K/oz gold with a $3 million position. * COMEX vaults lost 120 million oz silver over six months amid a structural deficit. * China imported record silver, signalling accumulation. * COMEX saw significant silver and gold withdrawals, with deliveries continuing despite deficits. * Market rebalancing involved leveraged ETF selloffs and margin increases. * India mandated ETFs switch exchanges due to loss of confidence in Western pricing. * China and the EU designated silver as a critical mineral, affecting exports and strengthening stockpiles.
357. https://dollarcollapse.com/top-ten-videos-march-30-2026/ - * Despite low prices and market manipulation, central banks and investors are accumulating gold and silver, signalling potential price increases due to US debt, inflation, and trust issues in Western finance. * A whale invested $3 million in gold bull spreads targeting $15-20K/oz by Dec 2026, reflecting concerns over US debt and inflation. * JP Morgan covered silver short positions in Mar 2026 as banks turned net long, creating conditions for a price surge. * A large buyer spent $3 million on gold tail risk positions aiming for $15-20K/oz, capitalising on panic during selloffs. * COMEX vaults lost 120M oz silver over 6 months; China imported record silver volumes in early 2026. * COMEX deliveries in Jan-Mar 2026 remained high despite structural deficits. * BIS reported a metals selloff driven by ETF rebalancing and margin increases, not fundamental weakness. * India mandated ETFs switch to domestic exchanges in Apr 2026, signalling de-dollarization trends. * China decreased US Treasury holdings to the lowest in 17 years; Fed remains with 10Y yields at 4.4%, unable to adjust rates. * Silver designated as a critical mineral by China and the EU, limiting exports and establishing stockpiles.
358. https://www.cnbc.com/2026/03/17/the-fed-issues-its-latest-interest-rate-decision-wednesday-heres-what-to-expect.html - * The Federal Reserve is expected to hold interest rates steady at between 3.5% to 3.75% in the upcoming decision. * Market expectations indicate no rate cuts are anticipated until September or October, with only one cut projected for the year. * The decision is largely seen as a pause, with potential hints about future interest rate paths being most significant. * Developments in the Iran war, inflation fears, and oil market impacts influence market sentiment. * The meeting is notable as potentially Jerome Powell's penultimate as chair, affecting market interpretation of statements.
359. https://thebitcoinstreetjournal.com/european-central-bank-prepared-to-move-but-timing-of-rate-increases-remains-uncertain-villeroy/ - * ECB Vice President Villeroy stated the ECB is prepared to take action on interest rates but the timing remains uncertain during an interview with La Stampa. * The ECB remains committed to addressing inflation and emphasised a cautious, data-dependent approach. * The ECB Governing Council kept key interest rates unchanged at its March meeting amid ongoing economic assessment. * Market overinterpretation of rate hike hints is noted by Villeroy. * Villeroy is also the Governor of Banque de France and a member of the ECB’s Governing Council.
360. https://bitcoinethereumnews.com/finance/silver-xag-usd-struggles-near-one-week-old-range-above-68-00/?utm_source=rss&utm_medium=rss&utm_campaign=silver-xag-usd-struggles-near-one-week-old-range-above-68-00 - * Silver (XAG/USD) slides to the lower end of a week-long trading range above $68.00, down nearly 2.0% on Monday. * Rising US-Iran conflict and military activity increase the US Dollar's strength, undermining USD-denominated commodities. * Pentagon's preparations for ground operations in Iran and regional tensions heighten the risk of supply disruptions. * Inflation fears rise due to potential higher crude oil prices, supporting hawkish bets from the US Federal Reserve. * Technical analysis indicates a bearish outlook with a breakdown below the 100-day SMA, suggesting further downside potential.
361. https://finance.yahoo.com/markets/stocks/articles/sprott-inc-sii-good-stock-232156084.html - • Sprott Inc. has transformed into a global speciality asset manager with a focus on physical bullion, commodity trusts, ETFs, equities, and private strategies. • The company has captured over 100% of net inflows into US-listed physical silver trusts since 2021. • Assets under management reached $49.1 billion by September 2025, with a 37% increase in full-year earnings. • Sprott’s uranium assets surged from under $400 million to over $4.4 billion by Q3 2025, reflecting nuclear energy's resurgence. • The firm maintains a capital-efficient, multi-product, multi-geography strategy, with high margins and resilient cash flow.
362. https://finance.yahoo.com/markets/commodities/articles/pan-american-silver-corp-paas-194722007.html - ['*Pan American Silver Corp. (NYSE:PAAS) announced a $1.9 billion expansion plan for La Colorada mine in Zacatecas, Mexico, aiming to become the largest silver operation.', '*The project includes constructing a new processing plant and operating existing veins, with a goal of a 37-year mine life and peak annual production of 19.1 million ounces of silver.', '*Funding will occur over six years from 2026 to 2031, using existing operations funds, with the company targeting low-cost, high-margin silver production.', '*Pan American Silver is a Canadian-based company exploring silver, gold, zinc, lead, and copper primarily in the Americas, with operations in Canada, Mexico, Brazil, Argentina, and Peru.']
363. https://thecurrencyanalytics.com/bitcoin/wall-street-fear-gauge-jumps-as-oil-supply-worries-mount-249843 - * The VIX increased by 13.16% to 31.05 amid concerns over oil supply disruptions from the Strait of Hormuz. * Brent crude oil prices rose to $125 per barrel; energy stocks declined sharply. * Gold remained near $4,491 per ounce; silver surged to $69.82 as investors sought safe havens. * Trading volumes for gold and silver futures increased by 15%. * The 10-year Treasury yield decreased to 1.95%; the dollar index increased to 102.5. * Companies like ExxonMobil evaluated alternative routes; Saudi Aramco maintained confidence. * Goldman Sachs raised their forecast for Brent crude to $140 per barrel, citing escalating tensions. * The International Energy Agency discussed coordinating with countries for strategic reserves. * Oil futures for May surged 8%, with June and July contracts rising 12% and 15%, respectively. * Trading volatility led to circuit breaks on the Chicago Mercantile Exchange. * European firms and shipping companies adjusted operations; Lloyd’s of London reported a 300% rise in war risk premiums. * Shipping routes are being rerouted, with extra costs and delays impacting supply chains.
364. https://www.ad-hoc-news.de/boerse/news/ueberblick/wolfspeed-inc-stock-silicon-carbide-powerhouse-driving-ev-and-renewable/69023707 - * Wolfspeed Inc leads in silicon carbide (SiC) semiconductors for EVs, renewables, and industrial applications as of March 2026. * The company operates vertically integrated facilities, producing SiC wafers, devices, and modules, with a focus on increasing capacity and efficiency. * Primary markets include EVs, solar, wind, fast chargers, and data centres, benefiting from SiC's high-power density and efficiency. * Wolfspeed's U.S.-based manufacturing, including the Mohawk Valley fab and North Carolina site, offers supply chain resilience and cost advantages. * Growing demand driven by global electrification trends and supportive government policies, such as the US Inflation Reduction Act, bolster prospects.
365. https://www.thehindubusinessline.com/markets/gold/gold-silver-to-remain-range-bound-powell-speech-west-asia-in-focus-analysts/article70799718.ece - * Precious metal prices are expected to stay in a corrective phase next week, with geopolitical developments in West Asia and macroeconomic data influencing the market. * Fed Chair Jerome Powell's speeches and US data releases will be closely watched for monetary policy signals. * Gold futures in India ended marginally lower, while silver rose by 0.52%, supported by weak Indian rupee and global factors. * Internationally, gold declined nearly 2% and silver increased slightly; safe-haven demand rose due to US equity market weakness. * Analysts highlight escalating West Asia tensions and US economic indicators as key drivers for bullion price movements.
366. https://www.fool.com/investing/2026/03/29/donald-trump-fed-feud-wait-till-iran-war-inflation/ - * The article discusses ongoing disagreements between President Trump and Federal Reserve Chair Jerome Powell over interest rate policies. * It highlights the impact of the Iran war, including the closure of the Strait of Hormuz and rising oil prices, on inflation and Federal Reserve policy. * It notes the expectation that inflation could rise above 3% due to energy price increases, potentially halting the Fed's rate easing cycle. * The article emphasises the influence of inflation and war-related economic disruptions on the stock market, particularly the valuations at the start of 2026. * It predicts that the upcoming inflation report could lead to policy shifts that negatively affect Wall Street.
367. https://www.aol.com/articles/fed-chair-jerome-powell-just-103500457.html - * The Federal Reserve is worried about rising inflation and keeps rates unchanged but considers future increases. * Powell hints that if inflation worsens, interest rates could rise from 3.5% to 3.75%. * Rising inflation and interest rate hikes could negatively impact the stock market, especially growth driven by debt. * The article discusses the potential impact on AI stocks and the broader financial markets. * The Federal Reserve's policy decisions could affect investor behaviour and market dynamics.
368. https://dollarcollapse.com/3-sunday-morning-thoughts-march-29-edition-2026/ - * Central banks are expected to buy around 850 tonnes of gold in 2026, maintaining a 16-year streak of net purchases. * China is implementing restrictions on silver exports, elevating silver to a strategic material status. * Gold and silver exhibit ongoing price volatility influenced by geopolitics, monetary crises, and energy scarcity. * Authorities may enforce energy lockdowns, reminiscent of COVID measures, in response to crises. * New gold discoveries have declined globally, with no significant recent finds, potentially supporting gold's long-term value. * Germany has ceased nuclear power generation since 2006, citing safety concerns, affecting energy policy and resource availability.
369. https://dinarchronicles.com/2026/03/28/and-we-know-gold-exports-halted-in-russia-strait-of-hormuz-shadow-banks-block-withdrawals/ - * The article discusses geopolitical tensions in the Middle East and Russia impacting gold exports and capital flows. * It highlights a shift towards gold and silver as safe-haven assets amid global financial instability. * Russia and China are hoarding precious metals and limiting exports, signalling a potential systemic financial shift. * Financial institutions are tightening control over capital, raising concerns about liquidity and financial system confidence. * Experts recommend investing in physical precious metals to hedge against economic and geopolitical risks.
370. https://ambcrypto.com/altcoins-or-metals-heres-how-investors-are-rotating-amid-rising-risk/ - * Investors re-evaluate portfolios as macroeconomic volatility increases, moving capital from Bitcoin to altcoins and metals. * Bitcoin dominance faces resistance at 60%, with altcoin rotation accelerating. * The market nears a critical threshold where altcoins may be sensitive to BTC stability and risk conditions. * Rising risk metrics and stagflation concerns prompt investors to shift towards safe-haven assets like gold and silver. * Gold extends gains to over $4,550/oz (+4%) and silver surpasses $71/oz (+5%), adding approximately $1.3 trillion in market cap. * Market movements are interpreted as hedging against ongoing risks and macroeconomic pressures.
371. https://www.hokanews.com/2026/03/markets-price-52-chance-of-fed-rate.html - * Market pricing indicates a 52% probability of a Federal Reserve rate hike by end of 2026, crossing the 50% psychological threshold. * Oil prices exceeding $110 per barrel are influencing inflation concerns and market sentiment. * Rising oil prices are affecting inflation dynamics, leading investors to anticipate tighter monetary policy. * The Federal Reserve's decision aims to control inflation and influence economic growth. * Global financial conditions and risk assets are impacted by potential rate hikes and energy price movements.
372. https://techxplore.com/news/2026-03-molecular-anchors-key-weather-resistant.html - * Researchers from TUM, KIT, DESY, and KTH studied the deterioration mechanisms of perovskite solar cells during temperature swings. * They developed molecular 'anchors' to stabilise the crystal structure, improving durability under real-world thermal cycling. * The study identified a 'burn-in' phase where cells lose up to 60% performance due to internal tensions. * Use of bulkier organic molecules like PDMA as spacers led to solar cells that better withstand thermal stress. * Findings aim to help develop solar modules with longer outdoor lifespan, advancing tandem photovoltaic technology.
373. https://www.defenseworld.net/2026/03/28/corecap-advisors-llc-invests-2-42-million-in-ishares-msci-global-silver-and-metals-miners-etf-slvp.html - * CoreCap Advisors LLC acquired 70,523 shares of iShares MSCI Global Silver and Metals Miners ETF during Q4, valued at approximately $2.417 million. * The firm owned 0.39% of the ETF at the end of the reporting period. * Other investors, including EverSource Wealth Advisors LLC, Ameriprise Financial Inc., Bogart Wealth LLC, Harbour Trust & Investment Management Co, and JPMorgan Chase & Co., also increased or added to their holdings. * iShares MSCI Global Silver and Metals Miners ETF traded up 2.9%, opening at $33.24. * The ETF’s market capitalisation is $601.64 million, with a P/E ratio of 26.00, beta of 0.76, and a 12-month trading range of $12.40 to $50.15.
374. https://www.americanbankingnews.com/2026/03/28/enclave-advisors-llc-takes-position-in-sprott-physical-silver-trust-pslv.html - * Enclave Advisors LLC bought 202,739 shares of Sprott Physical Silver Trust in Q4, valued at approximately $4,795,000. * Other investors, including Capital Investment Advisors LLC, CoreCap Advisors LLC, Parsons Capital Management Inc. RI, World Equity Group Inc., and Focus Financial Network Inc., increased or added new stakes during Q4. * Sprott Physical Silver Trust's stock opened at $22.63, with a one-year low of $9.97 and high of $38.13. * The trust invests in physical silver bullion primarily for long-term holdings, avoiding short-term price speculation.
375. https://www.investing.com/news/commodities-news/morning-bid-a-rumble-down-under-4565145 - * Australian central bank unexpectedly raised rates amid global volatility and Middle East conflict. * Oil prices increased due to tensions in the Strait of Hormuz and Middle East, with Brent surpassing $104 per barrel. * Discussions between U.S. and China in Paris slightly improved market sentiment. * Nvidia announced potential AI chip revenue reaching $1 trillion by 2027, with strong demand risking chip shortages until 2030. * Focus shifts to upcoming policy decisions from major central banks, including the Federal Reserve.
376. https://www.dailymail.co.uk/money/isainvesting/article-15629617/Isa-bestsellers-Trump-distressed-stock.html?ns_mchannel=rss&ns_campaign=1490&ito=1490 - * Investors exhibit scepticism towards the US due to geopolitical instability and oil shocks following Middle East conflicts. * Movement towards Asia, Europe, and emerging markets seen in Isa fund choices. * Investors show interest in gold, silver, and precious metals as safe-haven assets amidst market volatility. * Bestselling funds include Artemis Global Income and XTrackers MSCI World ex-USA ETF, which excludes US exposure. * Investors pursue value funds and stocks in sectors like mining, defence, IT services, and those impacted by AI disruptions. * Short-term volatility in precious metals has not deterred investor demand for gold and silver. * Increased buying of emerging markets and Asia stocks within portfolios noted by fund managers.
377. https://www.equiti.com/jo-en/news/market-news/us-stocks-retreat-sharply-while-gold-and-oil-gain-on-geopolitical-concerns/ - * US stock indices dropped approximately 1.7-1.9% amid tensions between the US, Israel, and Iran, and rising inflation risks. * The VIX increased by 13.16% to 31.04 points, indicating heightened market volatility. * Gold prices rose 2.66% to $4,492 per ounce as investors sought safe-haven assets. * Oil benchmarks surged: Brent crude up 3.37% to $105.32 and WTI up 5.46% to $99.64 per barrel, responding to Middle Eastern conflict. * US Michigan one-year inflation expectations increased from 3.4% to 3.8%, exceeding forecasts.
378. https://www.gurufocus.com/news/8749830/economists-lift-us-inflation-outlook-to-31-as-war-pressures-build - * Economists revise US inflation forecast to 3.1% for the year, up from 2.6%, driven by higher oil prices and broader inflation pressures. * Growth expectations are lowered to 2.3% from 2.5%, with slower job gains and higher unemployment rate projected. * Federal Reserve rate cuts are now expected to start in September, reflecting ongoing inflation risks. * Higher gasoline prices and transportation costs are impacting households, with potential increases in grocery costs and consumer goods. * Recession odds have risen to 30%, amid persistent inflation and growth uncertainties.
379. https://www.fxstreet.com/news/ecb-oil-shock-complicates-path-ing-202603271502 - * ING reports ECB officials have offered little resistance to hawkish market pricing as oil prices rise. * A narrative of prolonged energy disruption is emerging, supported by President Lagarde’s comments on infrastructure damage. * Lagarde warns energy supply could be impaired for years, potentially prompting forceful monetary policy responses. * The market is pricing in more than three ECB hikes this year amid these energy concerns. * The article discusses the impact of oil shocks and energy disruption on ECB policy and rate expectations.
380. https://virginiabusiness.com/dollar-gains-safe-haven-middle-east-war-risks/ - ['*The US dollar index increased by 0.10% to 99.973, reaching its strongest monthly gains since July 2025.*', '*The dollar has gained 2.39% in March, its best monthly performance in nearly a year.*', '*Market fears intensify as the US considers troop deployments and diplomatic tensions escalate with Iran.*', '*Expectations for a Federal Reserve rate hike increase to roughly 70%, supported by rising bond yields.*', '*Major currencies like the yen, euro, and sterling show weakness amidst geopolitical instability.*']
381. https://www.ad-hoc-news.de/boerse/news/ueberblick/silver-price-holds-near-68-amid-fed-hawkishness-and-industrial-demand/69008013 - * Silver trades around $68 per ounce on March 27, 2026, after a 44% decline from January highs, influenced by hawkish Federal Reserve expectations and a stronger dollar. * Prices show a 1.08% intra-session increase, but remain 44% below January's peak of $121.64. * Fed Chair nomination and steady rates have increased U.S. Treasury yields to 4.2%, strengthening the dollar and pressuring non-yielding assets. * Industrial demand constitutes 59% of total demand, supported by solar, electric vehicles, and AI sectors; supply deficits persist at 67 million ounces for 2026. * US Treasury yields and dollar strength are headwinds, while supply constraints and industrial demand provide long-term support.
382. https://www.americanbanker.com/news/iran-war-fed-inflation-is-taking-rate-cuts-off-the-table - * The Federal Reserve is expected to keep its federal funds rate target range unchanged due to rising energy prices and geopolitical uncertainty.* The war with Iran is influencing energy costs and inflation expectations, with some officials predicting no rate hikes soon.* Experts highlight that the duration and impact of the conflict on energy prices are key factors for monetary policy.* Current interest rate target range is 3.5% to 3.75%.* Officials predict higher inflation and possibly prolonged inflation due to geopolitical pressures.* The article discusses the potential for energy-driven inflation to affect the broader economy and monetary policy decisions.
383. https://goldsilver.com/industry-news/goldsilver-news/is-the-gold-price-correction-over-what-this-rebound-tells-us/ - * Gold and silver staged a modest rebound on March 27, 2026, following a month-long selloff. * Gold settled near $4,493/oz and silver around $69.71/oz, still below their January highs. * The 30-day correction saw gold down 17% and silver over 40%, driven by Federal Reserve hawkish stance, US-Iran conflict, and oil volatility. * Energy prices increased by approximately 45%, strengthening inflation expectations and dollar demand. * Gold mining stocks fell sharply, but gold remains up 47% year-over-year; long-term prospects are seen as constructive.
384. https://www.streetwisereports.com/article/2026/03/26/one-of-americas-largest-undeveloped-silver-deposits-moves-forward-as-supply-tightens-globally.html - * Apollo Silver's Calico Project in California hosts significant undeveloped silver resources, with preliminary assessment underway. * The project contains 125 million ounces of silver in the Measured and Indicated categories. * The company is conducting metallurgical, geotechnical, site investigations, and airborne surveys as part of development. * Silver demand in China reached an eight-year high, with market shortages and tight supply conditions highlighted. * Market analysis indicates a structural deficit in silver, with demand outpacing primary production and recycling. * Apollo Silver's share price increased by 383%, supported by strategic positioning and government collaborations in the US. * Development activities include drilling, surveying, and permitting efforts expected to advance the project through 2026.
385. https://www.investing.com/news/economy-news/ecb-should-not-be-in-a-rush-to-raise-rates-schnabel-says-4585663 - *European Central Bank (ECB) should not rush to increase interest rates to combat inflation, according to board member Isabel Schnabel.* *She advises analysing whether inflation is becoming entrenched before acting, in light of recent inflation surge.* *Markets expect three rate hikes this year, with the first in April or June, but Schnabel highlights differences in economic conditions.* *ECB will act if energy shocks lead to persistent inflation, Schnabel states.*
386. https://techxplore.com/news/2026-03-molecular-umbrella-solar-cells-blocking.html - * Scientists from IPC PAS and University of Wrocław developed a dual-functional molecular system using a meso-crowned porphyrin compound to improve perovskite solar cells. * The molecule traps specific ions, reducing defects and ion migration, which enhances stability and performance. * Solar cells treated with [12]-C-4POR showed a PCE of 23.14%, outperforming control devices. * The modified devices retained ~95% of initial efficiency after 800 hours, compared to 55% for controls. * Results suggest hybrid molecules can mitigate degradation and improve stability of perovskite photovoltaics.
387. https://www.zerohedge.com/markets/trump-fails-jawbong-market-futures-bitcoin-tumble-oil-and-yields-soar - * Futures and commodities decline sharply, with oil prices falling below $96, but later recovery seen after Trump extends Iran ceasefire deadline. * Middle East conflict influences risk sentiment, causing bond yields to rise and equities to fall, with concerns over energy supply and inflation. * US considers increasing troop deployments; Iran and Israel escalate attacks, impacting global energy infrastructure. * Central banks, including the Fed and ECB, signal potential rate hikes amid inflation concerns driven by geopolitical tensions. * Gold and precious metals react to risk aversion, while stocks in Europe and Asia experience declines amidst geopolitical uncertainties.
388. https://payspacemagazine.com/news/global-inflation-fears-rise-as-goldman-sachs-predicts-ecb-rate-hikes-and-us-prices-may-top-4/ - * Goldman Sachs expects the ECB to raise interest rates twice in 2026, likely in April and June. * US inflation could rise to around 4.2% in 2026 amid rising energy costs linked to Middle East conflicts. * Energy shocks from geopolitical tensions are driving inflation expectations in Europe, the US, and globally. * Central banks are facing a dilemma between raising interest rates to combat inflation and risking economic slowdown. * Early data indicates increasing price pressures across multiple sectors in the US. * Market expectations have shifted from interest rate cuts to potential hikes or sustained elevated borrowing costs.
389. https://investinglive.com/centralbank/feds-barkin-even-before-oil-shock-progress-on-inflation-was-stalling-20260327/ - * Richmond Fed President Tom Barkin described economic outlook as obscured by fog due to AI disruption, oil spike, and policy uncertainty. * Despite steady GDP growth and low unemployment, job growth is minimal, with a fragile labour market. * Consumer demand is concentrated in AI-related investments and wealthy households, with concerns of a pullback impacting investment and equities. * Inflation progress may be stalling, with recent PCE data indicating potential weakness even before an oil shock. * Barkin supports holding interest rates steady until clarity improves, noting current rates are at the higher end of the neutral range.
390. https://bitcoinworld.co.in/silver-price-geopolitical-yields-analysis/ - * Silver exhibits volatility in early 2025 amid geopolitical tensions and soaring bond yields in London. * Safe-haven demand increases due to trade disputes, regional conflicts, and electoral uncertainty. * Rising yields from central bank policies exert downward pressure, making silver less attractive. * Industrial demand, especially for solar panels and electronics, provides long-term support. * Experts highlight the balance between geopolitical risks and macroeconomic factors influencing silver's price.
391. https://energy.economictimes.indiatimes.com/news/renewable/saatvik-green-energy-arm-bags-638-26-cr-solar-cell-supply-order/129848888 - - Saatvik Solar Industries, a subsidiary of Saatvik Green Energy, obtained a ₹638.26 crore order to supply Solar Cell G12 R Type modules. - The order is from a reputed solar module manufacturer, scheduled for execution by March 2027. - The supply will utilise G12R TOPCon (DCR) technology, known for high efficiency. - The order is part of large-scale solar project manufacturing developments. - The company announced this regulatory filing and supply plans.
392. https://bitcoinworld.co.in/silver-price-geopolitical-yields-analysis/ - * Silver's price shows volatility in early 2025, influenced by geopolitical risks and rising bond yields. * Safe-haven demand increases due to trade disputes, regional conflicts, and electoral uncertainty. * Capital flows into precious metals ETFs and bullion have risen, supporting silver prices. * Higher bond yields and a strong US dollar exert downward pressure on silver. * Industrial demand from green energy, electronics, and electric vehicle sectors remains a fundamental support. * Market analysts highlight the balancing act between geopolitical risks and macroeconomic policies. * Technical resistance levels for silver have held for several quarters; a breakout requires a significant catalyst.
393. https://www.actionforex.com/contributors/fundamental-analysis/634946-week-ahead-us-jobs-report-eyed-as-iran-war-wipes-out-fed-rate-cut-bets/ - *US payrolls report and economic data to influence Federal Reserve rate expectations, with a focus on March employment figures.* *Iran conflict remains unresolved, elevating oil and gas prices, potentially impacting global economic outlook.* *European Central Bank and Bank of England are expected to consider rate hikes amid inflation concerns.* *Japanese inflation data could prompt BoJ tightening options, amid high energy import reliance.* *Market expectations now favour rate hikes in the US, Eurozone, and UK, while Japanese policy remains cautious.*
394. https://bitcoinworld.co.in/federal-reserve-rate-hike-iran-war-roubini/ - * Economist Nouriel Roubini warns of a >50% chance of Iran conflict expansion affecting US monetary policy. * Geopolitical tensions could trigger energy market disruptions and inflationary pressures. * Rising oil price volatility and risk premiums reflect geopolitical risks. * Federal Reserve may face rate hikes amid credibility challenges and inflation threats. * The potential escalation could mirror 1970s stagflation, with prolonged economic impacts.
395. https://news.google.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?oc=5&hl=en-US&gl=US&ceid=US:en - * ECB Governing Council member Madis Muller states the ECB might not need to wait for fully visible second round effects before increasing rates. * Elevated energy prices persisting for weeks can lead to broader inflation impacts, prompting potential policy action. * The ECB intends to monitor incoming data, including April's labour market report and inflation indicators, before deciding. * A war in the Middle East could influence the ECB's decision, with longer conflicts increasing the likelihood of rate hikes. * Market expects a 70% chance of a rate hike in April and up to three hikes by the end of the year.
396. https://telanganatoday.com/gold-silver-surge-on-safe-haven-demand-amid-west-asia-tensions - * Gold and silver prices surged on the Multi Commodity Exchange driven by safe-haven demand amid West Asia tensions. * Gold futures increased up to 2.27 per cent, with prices around Rs 1,42,500 per 10 grams. * Silver futures rose up to 3.65 per cent, with prices around Rs 2,27,799 per kg. * Geopolitical tensions supported the rise, keeping risk sentiment fragile. * International gold prices held above key support levels, with potential for further gains depending on market movements.
397. https://www.mk.co.kr/en/economy/12000623 - * Central banks worldwide are experiencing challenges due to rising inflation concerns driven by the ongoing war. * OECD raised inflation forecasts for major countries, including the US and Korea, in its mid-term outlook. * US Treasury bond yields reached their highest levels since July last year, with increased interest rates reflecting inflation fears. * Market predictions suggest a high likelihood of interest rate hikes by the US Federal Reserve and the European Central Bank within the year. * South Korea is also considering raising its benchmark interest rate amid inflation and potential economic slowdown risks.
398. https://www.investing.com/news/stock-market-news/deutsche-bank-cuts-boliden-to-hold-after-garpenberg-mine-rock-fall-4584286 - * Deutsche Bank downgraded Boliden to hold from buy, reducing the price target to SEK580 from SEK680. * The downgrade follows a rock fall at Boliden's Garpenberg mine in Sweden, indicating longer operational disruption. * The incident undermines previous expectations of recovery and strong cash flows. * Further clarity on the situation is expected around April 28, with no new guidance until later. * Analyst Liam Fitzpatrick warned of prolonged share pressure and damage to perception and credibility.
399. https://www.actionforex.com/contributors/fundamental-analysis/634873-we-revise-our-ecb-riksbank-and-norges-bank-calls-in-light-of-middle-east-risks/ - * The ECB revises its interest rate hike expectations, expecting two 25bp increases in April and June, with potential rate cuts in 2027. * The Riksbank expects hikes in May, June, and August to 2.50%, followed by cuts in 2027. * Norges Bank held rates at 4.00%, revising future hikes to June and September, with cuts planned for 2027. * US Fed officials highlight inflation and Middle East war risks, with some officials favouring hold. * European trade deal approved, impacting EU-US tariffs; German exports decline. * Equity markets fell sharply, influenced by de-escalation concerns, technology sector news, and legal risks. * Oil prices remained volatile; EUR/USD briefly spiked; EUR/NOK declined following Norges Bank signals.
400. https://investinglive.com/news/investinglive-asia-pacific-fx-news-wrap-trump-pauses-iran-energy-strikes-for-10-days-20260327/ - * Trump announces a 10-day pause on planned strikes against Iran's energy infrastructure, extending the deadline to April 6. * Oil prices decline, with WTI below USD 93/bbl and Brent above USD 100/bbl; gold rebounds 1.1%. * Middle East tensions persist with missile attacks targeting US-linked assets in the UAE, Saudi Arabia, and Kuwait. * Fed speakers emphasise inflation pressures, suggesting interest rates may stay higher longer. * Japan warns of FX intervention risk as yen weakens; China reports strong industrial profits but lowers LNG imports; India cuts fuel duties. * Ongoing geopolitical tensions contrast with market reactions of easing supply shock fears and stabilising commodities.
401. https://www.pv-magazine.com/2026/03/27/china-solar-cell-prices-fall-for-third-consecutive-week-as-upstream-costs-ease/ - * China's TOPCon M10 solar cell prices decreased for a third consecutive week, tracking declines in upstream polysilicon and wafer costs. * FOB China TOPCon M10 cell prices dropped 0.36% to $0.0558/W; wafer prices declined 3.92% to $0.147/piece. * Solar cell production in China for January-February was around 98.3 GW, down 7.8% year-on-year, with major manufacturers operating at around 40% capacity. * Silver paste prices, which surged in January, declined over 20%, easing cost pressures. * Wafer prices fell due to price cuts by upstream producers and traders. * End-market installation demand remained weak; wafer supply is relatively loose. * China’s solar cell exports increased to approximately 14 GW in January-February, up from 12.8 GW in the same period in 2025. * Module prices are relatively supported due to higher costs for glass and encapsulation materials; module prices expected to track cell prices. * Module purchasing activity in Q1 2026 stalled amid volatility, with some buyers expecting prices to ease in Q2 2026.
402. https://www.business-standard.com/markets/commodities/gold-price-dips-10-to-1-44-540-silver-down-100-trades-at-2-49-900-126032700116_1.html - * The price of 24-carat gold in India decreased by ₹10, trading at ₹1,44,540 in several cities. * Silver dropped ₹100 per kilogram, trading at ₹2,49,900 in Delhi, Kolkata, and Mumbai. * US gold prices held steady but were on track for a fourth weekly decline, influenced by inflation fears and interest rate expectations. * Gold spot prices in the US remained at $4,380.39 per ounce, with futures steady at $4,375. * Silver fell 0.8% to $67.47 per ounce, amid global inflation and interest rate outlooks.
403. https://www.investing.com/news/economy-news/feds-barr-need-to-be-vigilant-against-rise-in-inflation-expectations-4583996 - * Fed Governor Michael Barr stated that a sustained rise in oil prices due to conflicts could increase inflation expectations. * He emphasised the need for vigilance against inflation, especially amid geopolitical uncertainty. * The Federal Reserve held interest rates steady at 3.5% to 3.75%, with expectations of no rate cuts this year. * Barr highlighted concerns about regulatory decisions weakening banking system resilience. * The article discusses monetary policy stance, inflation, and financial stability in the US.
404. https://www.fxstreet.com/news/us-dollar-index-stays-below-10000-as-trump-pause-hits-safe-haven-202603270337 - * The US Dollar Index (DXY) weakens to around 99.90 amid decreased risk aversion. * US President Donald Trump announced a 10-day pause on attacks on Iran’s energy sector; Iran denied requesting the pause. * US Federal Reserve signals suggest no immediate rate cuts, increasing expectations for potential hikes by year-end. * US Initial Jobless Claims data in line with expectations, with market attention on upcoming consumer sentiment and inflation data. * The developments influence safe-haven assets and inflation expectations.
405. https://www.fxstreet.com/news/gold-tanks-as-us-dollar-surges-in-tandem-with-oil-prices-202603261819 - * Gold (XAU/USD) drops nearly 2.50% on Thursday amid rising oil prices and US dollar strength. * Oil prices increase due to uncertainty over US-Iran negotiations and potential military actions. * US Federal Reserve signals possible rate tightening, diminishing gold's safe-haven appeal. * Turkey's central bank sold and swapped about 60 tons of gold, adding downward pressure. * Technical analysis indicates gold's downtrend continues with support levels at $4,306 and $4,098.
406. https://ca.investing.com/news/economy-news/ubs-now-expects-the-feds-next-rate-cut-to-take-place-in-september-4535343 - * UBS now anticipates the Federal Reserve delaying its easing cycle until September, with subsequent cut in December. * The expectation is that the federal funds rate will be approximately 3.00–3.25% by late 2026. * The bank highlights persistent inflation pressures, tariff-related price effects, and oil price surges as influences on policy decisions. * UBS notes the Fed's cautious stance due to inflation and energy volatility, with a shift towards easing conditions expected in late 2026. * Risks to the timing and scale of rate cuts remain, depending on inflation progress and economic growth.
407. https://bitcoinethereumnews.com/tech/xag-usd-plummets-below-70-00-as-middle-east-ceasefire-hopes-evaporate/?utm_source=rss&utm_medium=rss&utm_campaign=xag-usd-plummets-below-70-00-as-middle-east-ceasefire-hopes-evaporate - * The silver price drops decisively below $70, reflecting a shift in market sentiment amid fading Middle East ceasefire hopes. * The breach of support at $70 is a technical event, with increased trading volumes on the COMEX indicating heightened downward momentum. * A strengthening US Dollar Index and rising interest rate expectations are key drivers behind the decline. * Silver's underperformance relative to gold is reflected in the widening gold-silver ratio to 82:1, amid concerns about industrial demand in sectors like solar and electronics. * Support levels are seen between $67.50 and $68.00; a rebound would require reconquering the $70 level, now acting as resistance.
408. https://bitcoinethereumnews.com/tech/u-s-short-term-bond-yields-jump-10-bps-as-fed-rate-hike-bets-return/?utm_source=rss&utm_medium=rss&utm_campaign=u-s-short-term-bond-yields-jump-10-bps-as-fed-rate-hike-bets-return - * U.S. short-term Treasury yields surged 10 basis points in a single session. * The move was driven by market repricing of Fed rate hike probabilities following Powell’s inflation comments. * The 2-year yield rose to approximately 3.84%, with notable increases across the short and medium-term maturities. * Market expectations now price in a higher likelihood of rate hikes, reversing recent expectations of policy easing. * Rising yields have negatively impacted crypto markets and risk assets, with an increased opportunity cost for holding non-yielding assets. * Historical patterns show crypto declines during periods of rising Treasury yields, with current levels approaching past risk-off thresholds.
409. https://bitcoinethereumnews.com/tech/25-basis-points-to-6-75-signals-major-policy-shift/?utm_source=rss&utm_medium=rss&utm_campaign=25-basis-points-to-6-75-signals-major-policy-shift - * Banxico announced an unexpected 25 basis point reduction in its benchmark interest rate to 6.75% in March 2025 in Mexico City. * The decision followed a decline in inflation rates and a revised downward economic growth outlook. * The move reflects a shift towards monetary easing amid global trends, preceding Federal Reserve policy changes. * Financial markets responded with peso weakness and rallying stock indices; bond yields fell. * Future policy guidance suggests gradual rate cuts depending on inflation data and external factors.
410. https://investinglive.com/centralbank/feds-cook-flags-rising-inflation-risks-as-iran-war-dents-rate-cut-outlook-20260326/ - ['* Federal Reserve Governor Lisa Cook signals a shift toward inflation risk amid geopolitical tensions and the Iran conflict.', '* Cook warns that the Iran war could have a "substantial effect" on inflation through higher energy costs.', '* She states that progress towards the 2% inflation target has been disrupted by tariffs and geopolitical developments.', '* Market expectations for Fed rate cuts have been scaled back due to rising inflation risks and supply disruptions.', '* The remarks indicate the Fed may need to remain restrictive longer if inflation pressures persist.']
411. https://investinglive.com/centralbank/morgan-stanley-delays-fed-rate-cuts-as-inflation-risks-dominate-outlook-20260326/ - * Morgan Stanley pushes back Fed rate cut timing to September and December. * Inflation concerns, especially energy prices, dominate Fed messaging. * Tariff pass-through seen as a key hurdle before disinflation can be confirmed. * Energy shocks add uncertainty, raising the bar for easing. * Market expectations now feature only one rate cut late in 2026. * Morgan Stanley expects rate cuts in the second half, but timing remains uncertain.
412. https://ca.finance.yahoo.com/news/feds-miran-lays-path-shrink-223325601.html - * Federal Reserve Governor Stephen Miran proposed reducing the Fed's balance sheet by $1 trillion to $2 trillion over several years. * The strategy involves easing liquidity regulations, adjusting bank stress tests, and destigmatising Fed liquidity facilities. * Miran emphasised a passive decline in bond holdings and gradual reductions to avoid market disruption. * A smaller balance sheet would enable lower interest rates and mitigate market distortions, providing support during future economic downturns. * The Fed has expanded holdings to around $9 trillion during COVID-19, with recent actions involving quantitative tightening and interest rate increases.
413. https://bitcoinworld.co.in/fed-miran-balance-sheet-reduction/ - * Michelle Miran states the Federal Reserve remains committed to shrinking its balance sheet in 2025. * The Fed initiated quantitative tightening in June 2022, with current caps at $95 billion monthly. * The balance sheet has declined by approximately $1.5 trillion since its peak. * Market responses have included increased Treasury yield volatility and sensitivities in mortgage-backed securities. * Policymakers emphasise a cautious approach balancing reduction with financial stability within a global context.
414. https://bitcoinethereumnews.com/tech/xag-usd-holds-critical-68-00-support-as-100-sma-breakdown-threatens/?utm_source=rss&utm_medium=rss&utm_campaign=xag-usd-holds-critical-68-00-support-as-100-sma-breakdown-threatens - * Silver markets are in consolidation above the $68.00 support level in early 2025. * The potential breakdown of the 100-period Simple Moving Average (100-SMA) is a key technical concern. * Market data indicates strong physical trading volumes at the $68.00 level. * A break below the 100-SMA could trigger further declines, potentially towards $65.00. * Fundamental factors include industrial demand from solar and EV sectors, and US Dollar strength influenced by Federal Reserve policies.
415. https://investinglive.com/centralbank/feds-barr-warns-energy-shock-may-lift-inflation-expectations-delay-cuts-20260326/ - * Federal Reserve Governor Michael Barr warns that rising energy prices linked to the Middle East conflict could trigger a renewed inflation shock. * Barr states that the impact of a prolonged disruption could increase inflation and economic risks. * He advocates for a cautious approach to monetary policy, suggesting the Fed should assess incoming data before further interest rate changes. * Barr describes the labour market as broadly in balance but subtly vulnerable due to subdued hiring levels. * The outlook depends on geopolitical developments and energy price fluctuations.
416. https://www.actionforex.com/live-comments/634834-fed-shifts-focus-back-to-inflation-as-officials-see-labor-market-in-balance/ - * Federal Reserve officials signal a shift in priorities, emphasising inflation over labour market concerns. * Remarks from Philip Jefferson, Michael Barr, and Lisa Cook highlight increased attention to rising energy prices from Middle East conflict. * Officials expect short-term inflation rise due to energy shocks; prolonged shocks pose risks for inflation and growth. * Inflation expectations are a key risk, with policymakers prioritising inflation containment. * Labour market described as 'balanced', with stability but potential for weakening if shocks intensify. * Policy on hold, rate cuts delayed, focus on inflation vigilance persists.
417. https://bitcoinworld.co.in/eur-usd-losses-geopolitical-risks-dollar/ - * The EUR/USD currency pair experiences significant losses due to escalating geopolitical tensions. * The decline is driven by risk-off sentiment, with capital flowing into the US dollar. * Technical analysis shows a bearish pattern, breaching support levels with increased volatility. * Geopolitical risks include tensions in Eastern Europe, Asia-Pacific strategic competition, and Middle East conflicts. * Institutional investor behaviour indicates a shift towards safe-haven assets, reinforcing the dollar’s strength.
418. https://kingworldnews.com/the-war-trade-is-back-on/ - * The article reports that war trade is back on, with surges in oil, food, and inflation indicators. * It highlights increases in food prices, energy prices, and shipping costs, with references to specific indexes and surveys. * US LNG exports and natural gas prices are discussed alongside market sentiment indicators, which show increased bearishness. * The article mentions a significant fall in gold and silver markets, driven by market dynamics and geopolitical tensions. * It includes commentary on potential inflation waves, commodity markets, and precious metals investment opportunities.
419. https://www.miningnewsnorth.com/story/2026/03/27/northern-neighbors/b2gold-builds-back-river-beyond-goose/9602.html - * B2Gold reported positive exploration results at Back River district, Nunavut, in 2025, supporting resource upgrades and new targets. * Drilling at Llama confirmed high-grade mineralisation, supporting resource reclassification. * Drilling at Nuvuyak, Wing, and regional targets outlined broader upside for the district. * B2Gold plans $46 million exploration budget for 2026, including 17,200m at Goose and regional exploration. * The company aims to expand known resources and define new mining fronts within the district.
420. https://goldsilver.com/industry-news/article/why-the-world-needs-more-silver-than-it-can-mine/ - * Global industrial demand for silver reached a record 680.5 million ounces in 2024. * Silver’s industrial use accounts for over 80% of mined silver, outweighing jewellery and investment demand. * Key sectors driving demand include solar panels, electric vehicles, and AI/data centres. * Silver demand from solar energy is projected to exceed 30% of global production by 2030. * The silver supply deficit has persisted for five years, with a cumulative shortfall approaching 820 million ounces.
421. https://blockonomi.com/jpmorgan-bitcoin-holds-firm-while-metals-retreat/ - * JPMorgan reports Bitcoin traded near $69,000, showing resilience during market stress. * Gold and silver prices declined, with gold dropping about 15% month to date. * Gold ETF outflows reached nearly $11 billion during the first three weeks of March. * Silver ETF inflows reversed, and liquidity in silver markets weakened. * Bitcoin futures positioning remained stable, unlike gold and silver, which declined sharply. * Rising interest rates and a stronger US dollar contributed to declines in precious metals. * Bitcoin's market breadth now surpasses that of gold, reversing typical patterns.
422. https://www.fxstreet.com/news/eur-ecb-signals-forceful-stance-on-energy-shock-mufg-202603261131 - * MUFG’s Derek Halpenny reports that the ECB is signalling a tougher reaction to an energy-driven inflation shock. * Comments from President Lagarde and Chief Economist Lane suggest possible rate hikes as early as Q2 if inflation worsens. * The ECB held its annual conference in Frankfurt, emphasising a stronger resolve to tighten monetary policy than in the past. * Lagarde stated the ECB is prepared to act 'at any meeting' and may act pre-emptively to address inflation risks. * Incoming survey data on inflation and PMI input prices are key indicators for near-term policy actions.
423. https://www.emirates247.com/business/dollar-slips-to-99576-energy-spikes-and-geopolitical-tensions-erase-recent-gains/520 - * The US dollar index fell 0.1% to 99.576 amid geopolitical uncertainty and de-escalation hopes in the Middle East. * Following Strait of Hormuz closure, energy prices surged, prompting reassessment of inflation forecasts. * Federal Reserve's interest rate outlook shifted, with a 64.4% probability of rates remaining steady in December. * The euro increased slightly after ECB indicated potential rate hikes if inflation persists. * Cryptocurrency prices, including Bitcoin and Ether, declined slightly amid cautious global market sentiment.
424. https://economictimes.indiatimes.com/news/international/us/why-is-gold-price-down-by-2-and-silver-by-4-2-and-will-precious-metals-continue-to-drop-or-rise-again-gold-and-silver-fall-analysts-insights-market-outlook-and-what-should-investors-do-now/articleshow/129823796.cms - * Precious metals, including gold, silver, platinum, and palladium, fell on March 26 due to rising oil prices, stronger U.S. dollar, and higher Treasury yields. * Gold dropped 2%, and silver declined 4.2%, amid global market reactions to inflation concerns and US interest rate expectations. * Rising oil prices and geopolitical tensions increased inflation fears, leading markets to expect prolonged high interest rates. * The stronger dollar and increased bond yields reduced demand for gold and silver, which do not offer yields. * Future prices depend on developments in energy markets, inflation trends, and Federal Reserve policy signals.
425. https://solarquarter.com/2026/03/26/huasun-and-aiko-secure-2-5-gw-solar-orders-across-asia-and-europe/ - * Huasun Energy and Aiko Solar secured major photovoltaic (PV) orders exceeding 2.5 GW. * Huasun expanded in Southeast Asia with a 400 MW solar project in Laos, construction expected late 2026. * Huasun won a 2 GW solar project in China, supplying high-efficiency N-type heterojunction modules. * Aiko Solar entered the Central European market with a 120 MW solar project in the Czech Republic. * Aiko will supply All-Back-Contact (ABC) modules, featuring high bifacial rate and efficiency. * The developments highlight a trend towards advanced solar tech like HJT and ABC modules in utility-scale projects.
426. https://www.defenseworld.net/2026/03/26/davenport-co-llc-raises-holdings-in-ishares-silver-trust-slv.html - * Davenport & Co LLC raised its position in iShares Silver Trust by 6.3% during the 4th quarter, owning 171,665 shares worth $11,059,000. * Several other hedge funds also increased or started new stakes in SLV during the third and fourth quarters. * SLV opened at $65.21 with a 50-day moving average of $77.36 and a 200-day average of $60.00. * Silver trust's one-year low was $26.57, and high was $109.83. * Market capitalisation of the trust is $35.90 billion, with a P/E ratio of -8.51 and beta of 0.38.
427. https://www.fxstreet.com/news/fed-expected-to-stay-on-hold-abn-amro-202603260833 - * ABN AMRO’s senior US economist expects the Federal Reserve to maintain interest rates until December 2026. * US growth has slowed sharply outside AI-related activities, with near-zero job creation and downgraded GDP. * PCE inflation forecast rising to 3.6% in Q2, driven by tariffs and oil-related pressures. * Inflation pressures are supply-driven due to tariffs and labour shortages, with some demand influence from AI build-out. * The Fed is likely to remain passive with cautious policy normalisation beginning in 2027.
428. https://agadir24.info/%D8%A7%D9%84%D8%B0%D9%87%D8%A8-%D9%8A%D9%84%D8%AA%D9%82%D8%B7-%D8%A7%D9%84%D8%A3%D9%86%D9%81%D8%A7%D8%B3-%D8%A8%D8%B9%D8%AF-%D9%85%D9%83%D8%A7%D8%B3%D8%A8-%D9%8A%D9%88%D9%85%D9%8A%D9%86-%D9%88%D8%A7.html - * Gold prices declined slightly today after gains in previous sessions, as investors monitor Middle East tensions. * Spot gold remained at $4,503.29 per ounce; April futures slipped 1.2% to $4,500. * Other precious metals also fell: silver to $71.19, platinum to $1,906.90, palladium to $1,404. * Uncertainty due to geopolitical tensions and rising oil prices support gold as a safe haven, but high US interest rates limit strong gains.
429. https://www.equiti.com/jo-en/news/market-insights/silver-caught-between-structural-demand-and-macro-pressure/ - * Silver faces price struggles amid tensions involving Iran and rising oil prices. * China’s export restrictions could tighten global silver liquidity, signalling a shift towards supply rigidity. * Limited Shanghai Futures Exchange inventories, down 15% since mid-2025, indicate reduced market buffers. * Growing demand from data centres, solar, and electronics sectors supports long-term silver demand. * Energy market tensions and a strong US dollar exert macroeconomic pressures on silver prices. * ETF holdings in silver have declined by about 3% since early 2026, with a 20% drop since war onset. * Market focus has shifted away from metals to energy and macro factors, delaying silver’s price realisation.
430. https://www.businesstoday.com.my/2026/03/26/gold-retreats-further-dropping-2-to-us4420/?utm_source=rss&utm_medium=rss&utm_campaign=gold-retreats-further-dropping-2-to-us4420 - - Spot gold decreased by 1.5% to $4,437.62 per ounce in Singapore. - Silver declined by 1.8%, with platinum and palladium also falling. - Gold retreated after a two-day recovery, amidst conflicting US and Iran statements about the Middle East war. - Rising energy prices and geopolitical tensions increased inflation risks and influenced interest rate expectations. - US Federal Reserve may delay rate hikes due to recession risks, impacting bullion markets. - Oil price increased, and Iran considered imposing a fee on ships through the Straits of Hormuz.
431. https://www.zawya.com/en/world/uk-and-europe/ecbs-nagel-says-april-rate-hike-an-option-i7h3wr0v - * The European Central Bank (ECB) may raise interest rates at its next meeting if Middle East conflict influences inflation in the euro zone, according to ECB policymaker Joachim Nagel. * The ECB has considered rate hikes following energy price spikes caused by Iran's conflict and the closure of the Strait of Hormuz. * Nagel indicated enough data will be available by April 29-30 to decide on a potential rate hike, with traders pricing in two or three hikes by year-end. * ECB President Christine Lagarde confirmed readiness to act to maintain inflation at 2%. * The energy surge and supply disruptions are impacting inflation expectations and wage inflation in the euro area.
432. https://bitcoinethereumnews.com/finance/weighs-conflict-driven-inflation-risks-rabobank/?utm_source=rss&utm_medium=rss&utm_campaign=weighs-conflict-driven-inflation-risks-rabobank - * Rabobank strategist Molly Schwartz discusses the Eurozone's exposure to conflict via higher energy prices. * ECB officials at the Conference expressed cautiousness over April rate decisions amid inflation uncertainty. * ECB policymakers highlighted data dependence and risks from energy pass-through on inflation. * Market expectations imply a potential 16 basis point hikes in April and 65 basis points by 2026. * The article focuses on European Central Bank policy outlook amid inflation risks linked to conflict.
433. https://solarquarter.com/2026/03/26/jinkosolars-saudi-odyssey-decades-of-innovation-and-the-road-to-vision-2030-robin-li-general-manager-meaca/ - * JinkoSolar marks its 20th anniversary with a focus on Saudi Arabia, its most significant MEA market since 2021. * The company introduced Topcon modules in response to high polysilicon prices, gaining over 95% market share in 2022. * It secured major Saudi projects including PIF 3 (3.8 GW), NEOM green hydrogen (990 MW), and PIF 4 (3 GW). * JinkoSolar supports Saudi Vision 2030 through module supply and potential manufacturing partnerships. * The company developed advanced PV modules engineered for desert conditions, including improved temperature performance and dust-proof solutions. * Future plans include AI-driven tandem cells, space-based photovoltaics, and a Saudi joint venture for local manufacturing.
434. https://fmdrc-zambia.com/jorge-gomez-ceo-of-collahuasi-mining-industry-faces-global-tension-due-to-slow-supply-response/?utm_source=rss&utm_medium=rss&utm_campaign=jorge-gomez-ceo-of-collahuasi-mining-industry-faces-global-tension-due-to-slow-supply-response - * Industry faces structural constraints in responding to demand, according to Chilean CEO at the World Mining Congress 2026. * Industry's inelastic supply contrasted with rising demand driven by electrification and technology. * Chile and Peru need public policies to expedite permits due to industry bottlenecks. * Geopolitical shifts and rising fuel costs are impacting the industry’s value chain. * Labour and engineering shortages in Chile threaten project execution, leading to delays and cost overruns.
435. https://www.supplychainbrain.com/blogs/1-think-tank/post/43686-geopolitics-shockwaves-that-your-supply-chain-cant-ignore - * Gold and silver prices fluctuate due to geopolitical and economic uncertainty, with increased demand as safe havens. * China controls 90% of global critical mineral refining, using export controls in strategic geopolitical conflicts. * Energy markets are affected by sanctions on Russian oil and disruptions in Iran, increasing volatility. * Dollar hegemony faces challenges as China promotes digital yuan, risking currency fragmentation. * Supply chain resilience requires modelling currency and commodity shocks as operational risks and enhancing response strategies.
436. https://australianminingreview.com.au/news/wonawinta-silver-project-set-for-restart-under-macmahon-deal/ - - Macmahon Holdings partners with Manuka Resources for the restart of the Wonawinta silver project in NSW, expected in May 2026. - Formal agreement anticipated in April, valued at $190 million over five years. - The project last operated in 2015, was placed in care and maintenance, and returned to this status in early 2024. - Located in the Cobar Basin, acquired by Manuka Resources in 2016, previously used for gold processing. - Macmahon’s CEO Michael Finnegan emphasises partnership and operational de-risking.
437. https://bfsi.economictimes.indiatimes.com/articles/gold-silver-rally-on-weaker-dollar-fall-in-crude-prices/129814675 - * Gold and silver prices increased sharply after two sessions of decline, supported by a weaker dollar and lower oil prices. * MCX silver futures rose by 5.4%, gold gained 4%, with ETF prices also increasing, led by ICICI Prudential Gold ETF. * Reports of the US exploring ways to conclude the Iran conflict boosted safe-haven demand. * Gold ETFs rallied 3-5%, with some silver ETFs gaining up to 11%. * Gold trading in Mumbai was up 3%, silver up 3.85%, amid a downtrend since the Israel-US-Iran conflict started. * Experts noted that gold and silver may see a mild near-term recovery but are unlikely to break recent highs, with a firm US dollar capping significant upside.
438. https://skillings.net/ssr-minings-1-5b-exit-cutting-the-cord-on-the-copler-mine-headwinds/ - ['* SSR Mining agrees to sell its 80% stake in the Çöpler mine to Cengiz Holding for $1.5 billion cash.', '* The deal follows a 2024 tailings dam collapse that halted operations and led to remediation costs of $150 million.', "* SSR exits Turkey's problematic asset to focus on US and Canada, aiming to become the third-largest US gold producer.", '* Cengiz Holding takes on all assets and liabilities with no operational contingencies; the physical site needs further remediation.', '* SSR retains interests in Hod Maden and plans strategic acquisitions, repaying debt and providing capital returns.']
439. https://blogdocemagia.blogspot.com/2026/03/giving-peace-chance.html - * U.S. import prices increased by 1.3% in February, the fastest in four years, driven by rising energy costs due to Middle East conflict concerns. * U.S. tech valuation premiums have decreased significantly; the Roundhill 'Mag 7' ETF declined 10% this year. * Foreign central banks' holdings of U.S. Treasuries are at their lowest since 2012, with significant outright sales reported. * Deutsche Bank notes around $60 billion of Treasuries sold by foreign central banks, the highest since 2020. * Market expectations suggest continued inflationary pressures and changes in U.S. treasury holdings influence monetary outlooks.
440. https://www.babypips.com/news/daily-forex-financial-market-news-recap-2026-03-25 - * The Federal Reserve may keep interest rates on hold due to ongoing inflation and oil-price risks tied to Middle East conflicts. * US trade price reports and import/export data show high inflation pressures, reinforcing rate-hold position. * US dollar strengthened against all major currencies, supported by safe-haven demand. * Gold, oil, and equities experienced volatile trading, with oil surging above $90 despite inventory builds. * Market reactions influenced by geopolitical tensions and economic data releases.
441. https://investinglive.com/centralbank/barclays-ecb-set-to-hike-as-energy-shock-hits-europe-fed-likely-to-stay-on-hold-20260325/ - * Middle East conflict drives an energy-led inflation shock, leading to higher bond yields across Europe and the US. * ECB is expected to start tightening monetary policy as soon as next month, with two hikes expected this year. * Europe is more exposed to energy price pressures due to higher reliance on energy imports and gas costs. * The Federal Reserve is unlikely to hike rates despite rising yields, as the US economy is less sensitive to energy shocks and domestic supply cushions prices. * Barclays predicts diverging policy paths between the ECB and Fed, driven by differing energy market exposures and inflation pressures.
442. https://thefrontierpost.com/central-banks-meet-as-mideast-war-fuels-inflation-fears/ - * Major central banks, including the US Federal Reserve, European Central Bank, Bank of England, and Bank of Japan, hold meetings amid inflation concerns linked to Middle East conflict. * Energy prices surge due to war, raising inflation risks while central banks consider holding rates steady. * Federal Reserve expected to keep rates on hold, balancing inflation and labour market concerns. * ECB likely to keep rates steady, emphasising prudence amid volatile energy prices. * Bank of England and Bank of Japan also expected to maintain current rates, with some speculation of future hikes based on energy costs.
443. https://bravenewcoin.com/insights/why-are-gold-and-silver-prices-surging-on-talks-of-a-us-iran-ceasefire - * Gold prices increased on March 25, attributed to speculation about a US-Iran ceasefire. * Both futures and spot gold moved higher, with futures showing stronger performance. * Silver also rose, with prices up by 5.34%. * The surge was driven by safe-haven demand, with traders responding quickly to geopolitical speculation. * Technical indicators show a partial recovery with active participation, but overall momentum remains cautious.
444. https://www.advantagegold.com/blog/geopolitical-tensions-and-gold-price-why-global-conflict-keeps-pushing-bullion-higher/ - • Since 2022, gold has surged from approximately $1,800/oz to over $4,000–$5,000/oz during major geopolitical conflicts. • Major crises, including Russia-Ukraine, Middle East escalation, and Iran-Israel tensions, have pushed gold to new highs. • Central banks have aggressively purchased gold, accumulating over 36,000 tonnes globally since 2022. • Gold functions as a safe haven, responding to crises with initial spikes and temporary corrections. • Future conflicts in Eastern Europe, Middle East, and East Asia could trigger further sharp price increases.
445. https://www.goodreturns.in/news/gold-rate-india-rises-after-multi-day-slide-mcx-gold-price-up-will-rally-sustain-amid-us-iran-tal-1498453.html - * Gold rates in India for 22K, 24K, and 18K increased, with specific price changes detailed for various weights. * MCX gold price surged over 4% in the domestic futures market, reaching Rs 1,39,107 per 10 grams. * International gold prices extended gains, climbing above $4,500, driven by easing geopolitical tensions and reports of US-Iran negotiations. * Reports suggest a possible ceasefire proposal, boosting investor confidence and demand for gold globally. * Market analysts recommend short-term trading strategies based on resistance and support levels in gold and silver markets.
446. https://www.themorganreport.com/blog/not-the-end-of-gold-silver-bull-market/ - * The Morgan Report forecasts gold prices between $6,000 and $7,000 per ounce and silver reaching $150 per ounce by 2026. * The report links rising debt and currency debasement to future inflation and a lower standard of living in the US. * The article discusses the potential transition phase before a final economic collapse, with US dominance questioned. * The article promotes investment in precious metals and the Morgan Report's subscription services. * The content focuses on investor demand for safe-haven assets and movements in precious metals prices.
447. https://theconcepttrading.com/market-snapshot-march-26th-2026/ - * Global yields remain elevated, with long-end yields pushed higher on inflation and supply concerns. * Equities declined across US, Europe, and mixed Asian markets amid macroeconomic and geopolitical worries. * Safe-haven assets like gold and silver rallied, supported by softer dollar and safe-haven demand. * Oil prices extended declines, nearing $100/bbl, amid easing supply fears. * Macro data shows resilience in US with softer European momentum; investor focus on upcoming GDP and jobless claims. * Major companies like Nvidia and Microsoft support tech sector, while gold and silver rebound strongly.
448. https://copperbeltkatangamining.com/gemfields-navigates-operational-setbacks-at-montepuez-and-kagem-mines-as-it-focuses-on-recovery-in-2026/?utm_source=rss&utm_medium=rss&utm_campaign=gemfields-navigates-operational-setbacks-at-montepuez-and-kagem-mines-as-it-focuses-on-recovery-in-2026 - * Gemfields reports production and cash flow pressures due to disruptions at Montepuez Ruby Mine in Mozambique and Kagem emerald mine in Zambia. * Delays at Montepuez, including extended commissioning of the second processing plant, affect output and auction scheduling. * Revenue from seven gemstone auctions totalled approximately $129 million; demand varied across product categories. * Market conditions showed stronger demand for high-quality gemstones; lower-grade stones faced weaker interest. * External geopolitical tensions add uncertainty; potential cost implications from volatile energy markets are not yet quantified. * The company plans to stabilise production, ramp up the PP2 plant, maintain cost discipline, and reduce debt in 2026. * Financial outlook indicates profit loss per share to narrow by 69%, with a 44.8% reduction in headline loss per share by the year’s end.
449. https://www.prnewswire.com/news-releases/consequences-of-abnormal-seismic-activity-at-the-garpenberg-mine-302725402.html - * The Garpenberg mine experienced abnormally high seismic activity, leading to decreased production in 2026. * Production in the second quarter is expected to be around 30% of the guided capacity, starting at approximately 100 ktonnes per month. * Inspections revealed damage to infrastructure such as ventilation, water management, electrical systems, and backfill paste. * Safety inspections have shown that major damage in the upper parts of the Lappberget ore body prevents mining there in 2026. * The estimated negative EBITDA impact for Q1 2026 is SEK -400 million.
450. https://skillings.net/silver-futures-outlook-2026-scarcity-premium-and-the-industrial-squeeze/ - - Silver futures experienced a 30% pullback amid market volatility, but underlying supply-demand fundamentals indicate a crisis. - Global silver supply forecast at 1.05 billion ounces in 2023; demand expected to surpass 1.2 billion ounces, creating a 150-million-ounce deficit. - Industry demand driven by solar (25% of supply), electric vehicles (20% increase in 2025), and AI/data centre sectors. - Silver supply constrained by regulatory changes, sanctions, and the inelastic nature of primary production, with no rapid growth expected. - Backwardation and scarcity premiums signal a physical supply crunch, with inventories at historic lows.
451. https://resourceworld.com/silver-x-mining-acquires-pampas-gold-silver-project-peru/?utm_source=rss&utm_medium=rss&utm_campaign=silver-x-mining-acquires-pampas-gold-silver-project-peru - * Silver X Mining enters into agreement to acquire Pampas Gold-Silver Project in Huancavelica, Peru. * The project covers approximately 7,712.5 hectares with high-grade gold and silver mineralisation. * The acquisition aims to add a district-scale exploration asset with potential for higher-grade zones. * The project has not been systematically drill tested despite extensive surface and underground work. * Silver X plans phased exploration, including validation, sampling, and a 5,000-metre drill program. * The project is located 40 km from Silver X’s existing Nueva Recuperada operation in Peru.
452. https://www.investing.com/news/stock-market-news/oppenheimer-expects-fed-to-hold-rates-at-this-weeks-fomc-meeting-93CH-4562680 - * Oppenheimer anticipates the Federal Reserve will maintain current interest rates at this week’s FOMC meeting. * Policymakers are assessing the economic impact of the Middle East conflict and persistent inflation. * The Middle East conflict has caused market uncertainty over the past two weeks. * Oil prices have surged 47% since February due to shipping disruptions and Iran's threats. * Recent inflation data indicates price pressures are stable, with no acceleration or deceleration. * The US dollar and bond markets reflect ongoing inflation concerns amid geopolitical tensions.
453. https://fd.nl/financiele-markten/1590692/lagarde-staat-klaar-om-in-te-grijpen-als-inflatie-iets-boven-de-ecb-doelstelling-komt - - Christine Lagarde, president of the ECB, zegt dat de ECB snel zal reageren op energie- of andere inflatieschokken. - De ECB houdt rekening met renteverhogingen mogelijk al bij de volgende vergadering op 30 april. - Lagarde benadrukt dat de ECB flexibel moet reageren en dat hoge inflatie het geheugen van consumenten en bedrijven beïnvloedt. - Duitsland en Ierland geven signalen dat renteverhogingen mogelijk zijn bij toenemende prijsdruk. - DNB waarschuwt voor stagflatie in een donker scenario, terwijl de ECB haar beleid licht wil aanpassen bij lichte overschrijding van inflatiedoel.
454. https://bitcoinethereumnews.com/finance/recovery-helped-by-softer-dollar-ing/?utm_source=rss&utm_medium=rss&utm_campaign=recovery-helped-by-softer-dollar-ing - • Gold extended gains above $4,600 after a nine-day losing streak. • Support came from diplomatic signals around Iran and the Strait of Hormuz, weaker oil prices, and a softer US dollar. • Fed expectations, geopolitics, and potential central bank gold sales remain key drivers. • US President Trump's comments and diplomatic signals from China influenced short-term gold prices. • Risks include regional tensions, Iran control over the Strait, and central banks tapping gold holdings.
455. https://bitcoinworld.co.in/ecb-inflation-march-april-lane-warning/ - * The European Central Bank’s Chief Economist, Philip Lane, forecasts higher inflation readings in March and April 2025 due to volatile energy prices and base effects. * Lane’s comments come ahead of ECB Governing Council meetings that will influence interest rate decisions. * Factors contributing to inflation include delayed energy price adjustments, rising services prices, and agricultural impacts from weather. * Market reaction included a steepening of the Eurozone yield curve, affecting borrowing costs. * The ECB remains cautious, emphasising data dependency, with a focus on returning inflation to 2%.
456. https://www.semafor.com/article/03/25/2026/investors-warn-of-rising-interest-rates-as-inflation-worries-mount - * Investors have increased expectations of interest rate hikes by Western central banks, reversing previous bets on rate cuts. * The Federal Reserve, European Central Bank, and Bank of England are likely to raise borrowing costs due to inflation concerns. * The shift in market sentiment is linked to inflation driven by the Iran war and underestimations of inflation in past years. * Traders' expectations of Fed rate cuts have dropped from 93% chance to unlikely, with forecasts of rate hikes by ECB and BoE.
457. https://www.equiti.com/jo-en/news/global-macro-analysis/fed-faces-a-new-test-as-war-and-oil-reshape-the-outlook/ - * The Federal Reserve may consider rate cuts later in 2026 if inflation continues to ease and oil prices stabilise. * US economy shows resilience with projected GDP growth of 2.4% in 2026 and 2.3% in 2027. * Inflation remains above the Fed’s 2% target, with headline PCE at 2.8% and core PCE at 3.0%. * Energy prices, driven by tensions involving Iran and Middle East disruptions, have risen above $100 per barrel, impacting broader prices. * Market expectations shifted from two rate cuts earlier this year to no cuts, with a possibility of a rate hike in upcoming meetings. * The Fed remains cautious, citing external geopolitical factors and energy market volatility influencing monetary policy decisions.
458. https://dinarchronicles.com/2026/03/25/greg-hunter-with-david-morgan-not-the-end-of-gold-and-silver-bull-market/ - * David Morgan explains the recent drop in gold and silver prices is a reset, not the end of the bull market. * Morgan predicts gold will reach between $6,000 and $7,000 per ounce, and silver up to $150 per ounce in 2026. * The article discusses geopolitical instability, US dollar distrust, and currency debasement influencing gold and silver prices. * Morgan highlights the structural nature of the recent decline, noting it as part of a larger trend. * The article focuses on economic analysis, precious metals market sentiment, and geopolitical factors affecting investment demand.
459. https://www.openpr.com/news/4439147/xbc-battery-slurry-market-share-driven-by-rising-adoption - * The global XBC battery slurry market was valued at US$ 224 million in 2024, projected to reach US$ 1079 million by 2031 with a CAGR of 20.3%. * Market growth driven by adoption of photovoltaic technologies and transition to clean energy. * Silver paste materials in XBC slurry enable improved conductivity in back-contact solar cells. * Largest market share currently held by p-poly silver paste; n-poly silver paste experiencing fastest growth. * Applications include IBC and HPBC solar cells; HBC and TBC solar cells are emerging segments. * Key companies: Heraeus (Haitian), Jiangsu Riyu, Wuxi DK, Suzhou Isilver, Guangzhou Rutech. * Asia-Pacific, especially China, dominates the market, supported by solar infrastructure investments and favourable policies. * North America and Europe show rising adoption; Southeast Asia and Latin America are high-growth emerging markets.
460. https://www.fool.com.au/2026/03/25/why-are-these-asx-silver-stocks-racing-higher-today/ - * ASX-listed silver stocks Silver Mines Ltd, Andean Silver Ltd, and Unico Silver Ltd have surged over 16%, 16%, and 13% respectively. * The rally is driven by a 4% daily increase in the silver price, now around US$74.15 per ounce. * Silver has gained roughly 120% over the past year, with recent volatility including a 16% pullback in the past month. * Demand for silver is increasing in solar panels, electric vehicles, and data centres. * Analysts forecast a potential 7% increase in silver price by 2026, supporting long-term positive trends.
461. https://www.energytrend.com/news/20260325-51139.html - * TCL Zhonghuan's 2025 annual report shows a 15.1GW module shipment, over 80% increase YoY. * The company reported an operating revenue of 29.05 billion yuan, with a net loss of 9.264 billion yuan. * PV business revenue reached 22.725 billion yuan; PV materials segment saw a 26.49% decrease. * Silicon wafer costs dropped over 40% YoY due to supply chain optimisation. * PV cell and module revenues increased by 60.45%, with module shipments surging over 80% YoY. * The company expanded globally, with overseas sales up over 200%.
462. https://www.cbsnews.com/news/federal-reserve-interest-rate-decision-iran-war/ - * The Iran war leads to higher oil and gas prices, impacting US inflation and interest rate expectations. * The Federal Reserve is expected to hold rates steady at its March 18 meeting, with probabilities of maintaining current rates increasing. * Rising energy prices have caused forecasters to revise interest rate predictions, with some suggesting no cuts in 2026. * Mortgage rates increased to 6.26% as a result of energy price impacts and bond market reactions. * US employment softened in February, with 92,000 jobs lost, creating a dilemma for monetary policy based on weak labour data and inflation concerns.
463. https://www.insideindianabusiness.com/articles/chances-of-a-federal-reserve-rate-cut-fade-as-inflation-worsens - • The likelihood of a Federal Reserve rate cut diminishes as inflation measures are expected to rise, influenced by gas price increases due to the Iran war. • Longer-term interest rates and mortgage rates have increased, with investors expecting no rate reductions and a rising chance of a rate hike by October. • Fed officials and economists cite inflation concerns and energy price shocks, with some suggesting the possibility of rate increases. • The US Treasury yield has risen from below 4% to nearly 4.4%; mortgage rates have increased to an average of 6.22%, impacting borrowing costs. • Uncertainty persists regarding the Fed's interest rate trajectory amid inflation risks and geopolitical tensions.
464. https://www.fxstreet.com/news/feds-barr-rates-may-need-to-be-on-hold-for-some-time-given-above-target-inflation-202603242308 - * Federal Reserve Governor Michael Barr states rates may need to be on hold 'for some time' due to inflation above 2% target. * He cited risks from the ongoing conflict in the Middle East and high oil prices. * The statement indicates potential pause in rate cuts, contingent on stabilising job market and drop in inflation. * Market reaction includes a slight increase in the US Dollar Index (DXY).
465. https://bitcoinworld.co.in/federal-reserve-rates-inflation-hold/ - * Federal Reserve Vice Chair Michael Barr indicated interest rates may need to remain at current levels for an extended period due to persistent inflation exceeding the 2% target. * The federal funds rate is between 5.25% and 5.50%, the highest in over two decades. * Inflation measures such as the core PCE index are at 2.8%, above the Fed's target. * The Fed's approach is now focused on maintaining current rates rather than further increases. * Market reactions have been cautious, with stable treasury yields and measured equity responses.
466. https://www.americanbanker.com/news/feds-barr-no-interest-rate-cuts-until-inflation-is-tamed - * Federal Reserve Gov. Michael Barr states that interest rate reductions are contingent on clear evidence of inflation easing, amid ongoing Middle East tensions impacting oil prices. * Barr highlights inflation pressures on goods and non-housing services remain elevated, with inflation at 2.4%, above the Fed's 2% target. * The conflict in the Middle East and rising energy prices could complicate monetary policy decisions, Barr notes. * The Federal Reserve's current rate target range is between 3.5% and 3.75%, with policy on hold pending inflation data. * Other Fed officials, including Jerome Powell and Stephen Miran, discuss the uncertain impact of Middle East tensions on inflation and monetary policy outlook.
467. https://investinglive.com/centralbank/feds-goolsbee-warns-energy-shocks-cloud-rate-outlook-echoing-barr-stance-20260324/ - * Fed’s Goolsbee warns energy shocks from Middle East conflict complicate monetary policy and may delay rate cuts. * Highlights uncertainty over the Fed’s rate outlook, dependent on war duration and energy market effects. * Echoes Fed’s Barr’s 'higher-for-longer' stance on inflation and interest rates. * Emphasises risks to both inflation and growth sides of the Federal Reserve’s mandate. * Market expectations remain sensitive to geopolitical developments and oil prices.
468. https://investinglive.com/centralbank/feds-barr-says-rates-may-stay-on-hold-for-some-time-as-inflation-and-oil-risks-persist-20260324/ - * Federal Reserve Governor Michael Barr indicated that US interest rates may remain on hold for an extended period due to persistent inflation pressures. * Barr cited above-target inflation, driven partly by higher oil prices and ongoing Middle East tensions, as reasons for maintaining current policy. * Labour market is stabilising, suggesting employment conditions are no longer a primary inflation concern. * Barr emphasised a data-dependent approach, requiring evidence of sustainable disinflation before rate cuts. * Market expectations are shifting toward a prolonged pause or potential further tightening if inflation remains persistent.
469. https://www.actionforex.com/live-comments/634523-interest-rate-path-may-shift-as-feds-goolsbee-warns-of-new-inflation-shock/ - * Chicago Fed President Austan Goolsbee warns of a new inflation shock due to rising energy prices. * The warning was given during an interview with PBS News Hour. * He stated that the economy faces increasing inflation before fully absorbing previous shocks. * Any rate cut this year depends on clear progress in inflation. * Goolsbee discussed potential policy options to manage the inflationary impact.
470. https://www.thehindubusinessline.com/markets/gold/5-reasons-why-gold-silver-may-lose-their-glitter-this-year/article70779495.ece - * Gold and silver experienced significant gains in 2024 and 2025, but have recently declined. * Rising energy prices, inflation concerns, and US Federal Reserve interest rate policies threaten precious metals. * Historical declines in 1980 and 2011 are compared; similar macroeconomic factors are highlighted. * Central bank gold sales and ETF outflows are contributing to the negative outlook. * Analysts suggest gold may not rise as in previous super cycles, with silver following gold's downward trend.
471. https://www.goodreturns.in/news/gold-rates-silver-rates-today-live-spot-gold-mcx-gold-silver-prices-24k-22k-18k-gold-prices-march-25-1498293.html - * Spot gold price hit $4,600 as oil prices decline, impacting precious metals market. * Gold prices in India led to a crash of Rs 1.52 lakh within a day. * US-Iran conflict and Middle East tensions influenced energy prices and inflation outlooks. * Central banks, particularly the US Federal Reserve, signal a possible rate hike cycle starting in 2026. * Federal Reserve official confirms rates may stay elevated to control inflation.
472. https://www.business-standard.com/markets/commodities/gold-silver-etfs-rise-up-to-6-on-early-signs-of-easing-west-asia-crisis-126032500239_1.html - * Investors returned to gold and silver ETFs, which rose up to 6 per cent on Wednesday, March 25, 2026, amid signs of de-escalation in the West Asian conflict. * Positive geopolitical developments, including remarks from US President Trump and Iran, contributed to market optimism. * Gold ETFs, such as Quantum Gold Fund, increased by up to 4 per cent; silver ETFs like UTI Silver ETF rose by 5.38 per cent. * MCX futures for gold and silver also traded higher, reflecting investor confidence amid geopolitical developments. * Analysts indicate potential for further gains if bullish momentum sustains and resistance levels are breached.
473. https://stockhead.com.au/resources/west-coast-silver-drilling-to-grow-elizabeth-hill-silver-footprint/ - * West Coast Silver starts a 4000m reverse circulation drill programme at Elizabeth Hill in WA's Pilbara region. * Drilling aims to test extensions of high-grade mineralisation found in 2025, targeting near-surface silver zones. * The programme includes geophysical surveys and diamond drilling scheduled for April 2026. * Elizabeth Hill historically produced 1.2Moz of silver at a grade of 2194g/t; recent drilling confirmed extensions beyond the underground mine. * The exploration supports potential resource growth and economic scoping study preparations.
474. https://www.gurufocus.com/news/8740647/pan-american-announces-revised-pea-for-the-la-colorada-skarn-project-positions-la-colorada-as-a-future-toptier-silver-mine - * Pan American Silver reports revised Preliminary Economic Assessment for La Colorada Skarn Project in Zacatecas, Mexico. * The project involves development of high-grade silver veins and a new 15,000 tpd processing plant, with a total mine life of 37 years. * Expected peak silver production during the first five years is 19.1 million ounces annually, with significant economic indicators such as an NPV of $2.6 billion (Base Case) and IRR of 17%. * The project plans include conventional long-hole open stope mining, improved grades, and a capital expenditure of approximately $1.9 billion. * Exploration drilling outside current resource models suggests potential to extend mine life and increase resources.
475. https://www.pv-magazine.com/2026/03/24/tesla-moves-ahead-with-plan-for-100-gw-of-u-s-pv-manufacturing-capacity-by-2028/ - * Tesla plans to deploy 100 GW of solar manufacturing in the U.S. by 2028. * The plan is outlined on Tesla’s job postings, with roles based in Fremont, California. * Tesla seeks to buy $2.9 billion worth of solar equipment from Chinese firms, including Suzhou Maxwell Technologies. * Tesla announced the project during the World Economic Forum and aims to achieve it within three years. * Tesla's U.S. solar panel factory in New York scales up to over 300 MW annually.
476. https://www.fool.com/investing/2026/03/24/federal-reserve-inflation-forecast-for-march-is-in/ - * The Federal Reserve Bank of Cleveland predicts CPI will rise to 3.02% in March due to oil price surges.* The U.S. inflation rate is expected to jump from 2.4% in February.* Oil price increases follow military operations involving Iran, impacting global energy supply.* The surge in inflation could influence Federal Reserve interest rate decisions, jeopardising rate cuts.* Stock market valuations remain high, with implications for future monetary policy.* The market's lofty P/E ratios suggest difficulty in maintaining recent gains amid inflation risks.
477. https://www.zerohedge.com/economics/us-pmis-signal-stagflation-fears-accelerating-war-started - * US PMI data for March shows mixed results, with manufacturing surprising to the upside and services declining, indicating stagnation. * Composite PMI dropped to 51.4, lowest in 11 months, suggesting modest GDP growth of 1.0% annually. * Consumer price inflation is expected to rise to around 4%, driven by war-related demand and supply chain issues. * Analysts highlight risks of stagflation due to rising inflation and slowing growth, influenced by geopolitical conflicts and energy prices. * Federal Reserve's monetary policy outlook remains uncertain amid rising upside inflation risks and growth concerns.
478. https://rapaport.com/news/gemfields-2025-auctions-disappoint-amid-challenging-market/ - * Revenue from Gemfields auctions in 2025 was $129 million, below expectations. * Demand was uneven, with lower-quality, smaller-sized goods affected. * Operational interruptions at Kagem emerald mine in Zambia and Montepuez ruby deposit in Mozambique caused declines. * Delays at Montepuez’s second processing plant persisted into the first half of 2026. * Gemfields sold Fabergé for $50 million to raise capital amid market challenges.
479. https://www.masress.com/en/amwalalghaden/226133 - * Gold prices fell over 1% on Tuesday, extending a ten-session losing streak. * The decline was influenced by a stronger US dollar and reduced expectations for near-term Federal Reserve rate cuts. * Spot gold dropped 1.5% to $4,340.63 per ounce, with other metals also decreasing. * Market concerns include potential rate hikes and inflation driven by the Iran conflict. * Investors reduced bets on a December Fed rate hike, impacting precious metals sentiment.
480. https://www.investing.com/news/economy-news/wolfes-roth-sees-almost-no-chance-of-a-fed-rate-hike-4577443 - • The Federal Reserve is unlikely to raise interest rates this summer, according to Wolfe Research. • Analyst Stephanie Roth cites risks skewed to the downside, inflation above target, and a soft labour market. • Market expectations of rate hikes have shifted from over 80% to around 30% by October. • Roth predicts unemployment will stay near current levels but warns of upside risks over the summer. • The conflict in Iran may weigh on economic growth and labour market conditions.
481. https://www.zeebiz.com/markets/commodities/news-gold-and-silver-rates-yellow-metal-sinks-below-rs-140-lakh-silver-under-rs-226-lakh-motilal-oswal-explains-key-reasons-392539 - * Gold and silver prices have dropped sharply, with gold below Rs 1.40 lakh and silver under Rs 2.25 lakh, due to macroeconomic factors. * Rising inflation fears and higher interest rate expectations outweigh traditional safe-haven demand, despite geopolitical tensions. * The US Federal Reserve signalled caution on rate cuts, with other central banks signalling potential rate hikes, strengthening tightening policies. * A strong US dollar, rising US Treasury yields, and reduced ETF inflows have also contributed to the decline. * Forward outlook indicates sideways to weak movement in gold and silver until inflation cools and central banks signal rate cuts.
482. https://www.pv-magazine.com/2026/03/24/silver-prices-find-new-floor-around-70-an-ounce/ - * Silver prices oscillated above $80 per ounce between February 19 and March 13, then stabilised around $70/oz. * Silver reached an all-time peak of about $120/oz in early 2026, driven by speculation and supply factors. * The photovoltaic industry is expected to reduce silver use in 2026, affecting demand. * Companies are exploring alternatives like copper metallisation to cut silver consumption in solar production. * The PV industry could account for 40% of global silver demand by 2030.
483. https://www.mql5.com/en/blogs/post/768357 - * Gold remains under downward pressure due to higher real yields, monetary policy repricing, and a strong USD. * Market expects fewer rate cuts and sustained high yields, impacting gold's attractiveness. * Technical analysis suggests a short-term relief but no reversal; daily and 4H bearish trends prevail. * Institutional strategy is to sell rallies with key resistance at 5120 and support at 5000. * Main driver is macroeconomic environment: elevated yields, strong USD, and liquidity withdrawal. * Gold is reacting to bond market and policy expectations, not geopolitical risk.
484. https://coingape.com/goldman-sachs-defies-oil-surge-with-bold-2026-fed-rate-cut-forecast/ - * Goldman Sachs suggests Fed rate cuts may be delayed until September and December 2023 due to ongoing global tensions and inflation concerns.
485. https://www.energytrend.com/news/20260324-51131.html - * Aiko Solar reached a cooperation agreement with Neoen to supply 600MW of high-efficiency PV modules in Europe, including France, Ireland, and Italy. * JinkoSolar signed a supply agreement for 32.02MW of high-efficiency modules with an Italian distributor for use in rooftop projects. * Talesun Solar successfully delivered 20MW of PV modules for a cooperation project with MEY Energy in North Macedonia. * Hanersun secured a 40MW PV module order from South African PV distributor SED to expand in Africa. * These orders demonstrate increasing recognition of high-efficiency PV modules in overseas markets and support expansion in Europe and Africa.
486. https://www.goodreturns.in/news/gold-rate-today-continues-slide-for-2nd-day-24k-falls-rs56200-100gm-silver-jumps-in-delhi-on-24march-1498033.html - * On 24 March 2026, gold prices in Delhi fell across 24K, 22K, and 18K grades. * Silver prices in Delhi increased for 1 gram, 8 grams, 10 grams, 100 grams, and 1 kilogram. * The movement occurred amid geopolitical tensions related to Iran-US conflict, with further developments affecting safe-haven sentiment. * Gold and silver rebounded from key support levels after US signals a pause in strikes on Iran, but volatility remains high. * Market analysts indicate levels are unlikely to break decisively unless macro or geopolitical escalation occurs.
487. https://bitrss.com/fed-plans-massive-liquidity-push-as-polymarket-shows-28-hike-odds-195538 - * The Federal Reserve considers liquidity support following rising inflation and market volatility. * Polymarket indicates a 28% chance of a rate hike in 2026, reflecting a shift from expectations of rate cuts. * Market reactions include declines in equities, bonds, and precious metals such as gold and silver. * Oil prices and geopolitical tensions influence inflation outlooks and interest rate expectations. * Jerome Powell emphasises policy depends on incoming data and maintains focus on inflation and employment risks.
488. http://www.kakiforex.com/2026/03/us-inflation-biggest-challenge-this.html - * The week of March 24-27, 2026, features key US economic data influencing inflation and interest rate outlooks. * Federal Reserve's stance remains cautious following recent meetings. * Data releases include CB Consumer Confidence, Q4 GDP, Unemployment Claims, and the Core PCE Price Index. * Market reactions to the data will impact the USD, treasury yields, and gold prices, with a focus on inflation trends. * The week's developments are expected to influence US monetary policy and precious metals sentiment, particularly gold.
489. http://www.kakiforex.com/2026/03/gold-falls-for-10th-day-in-row-losing.html - * Gold prices fell for the 10th day, reaching a record low of around $4,100 in November and trading at $4,358, down 1.10%. * The decline follows geopolitical tensions involving Iran, US-Iran negotiations, and energy market impacts. * Oil prices dropped 10%, US dollar weakened slightly, and demand for gold as a safe-haven increased. * Energy market concerns were highlighted by the International Energy Agency, with US Federal Reserve officials discussing inflation and monetary policy. * The market remains influenced by geopolitical, energy, and monetary factors, supporting investment into safe-haven assets like gold.
490. https://www.marketbeat.com/instant-alerts/impact-silver-cveipt-shares-down-64-time-to-sell-2026-03-23/ - ['* IMPACT Silver Corp. stock decreased by 6.4% on Monday, trading as low as C$0.21.', "* The company's stock traded 9% more shares than average, with a last traded price of C$0.22.", '* The company operates in Mexico, involving exploration, development, and mineral processing of silver, lead, zinc, and gold.', '* IMPACT Silver owns several mines including the Royal Mines of Zacualpan, Capire Mineral District, and Plomosas zinc-lead-silver mine.', "* The stock has a market capitalisation of C$71.47 million and is currently rated a 'Hold' by analysts."]
491. https://bitrss.com/two-fed-members-speak-simultaneously-will-there-be-an-interest-rate-hike-at-the-next-meeting-195388 - * Last week, the Fed kept interest rates unchanged but indicated caution about rate cuts due to inflation. * Fed Chairman Jerome Powell discussed the possibility of an interest rate hike. * Chicago Fed President Austan Goolsbee stated that future rate decisions depend on the course of the war in the Middle East. * Goolsbee signalled that rates may be raised or cut depending on inflation and geopolitical developments. * Fed member Stephan Miran expects four interest rate cuts this year but acknowledged hikes could occur if inflation or wages increase. * Miran stressed policy decisions should not be based solely on short-term news.
492. https://thedailyeconomy.org/article/the-fed-sees-higher-inflation-coming-and-may-cut-rates-anyway/ - * The Federal Open Market Committee (FOMC) held interest rates steady at 3.5 to 3.75%. * FOMC projections suggest higher inflation in 2026, with median PCE inflation at 2.7%. * Rate cut expectations remain unchanged despite inflation revision. * Powell attributes current inflation to supply disruptions, particularly in goods and oil prices. * Market and analysis suggest concerns over persistent inflation and policy credibility.
493. https://www.fool.com/investing/2026/03/23/fed-chair-jerome-powell-defy-president-trump/ - * The Federal Open Market Committee (FOMC) kept interest rates steady at 3.50%-3.75% in its recent meeting, defying President Trump's call for a rate cut. * Fed Chair Jerome Powell emphasised concern over elevated inflation amid global uncertainties, including the Iran conflict. * US job data showed a decline of 92,000 jobs in February, with Powell attributing some of this to immigration policy issues. * The market expects no rate changes at the upcoming Fed meeting, with a likelihood of maintaining current rates until mid-2027. * Geopolitical tensions and rising oil prices suggest inflation may increase further in the coming months.
494. https://www.aol.com/articles/gold-tumbles-lowest-price-2026-181245371.html - * Gold futures declined to $4,126 an ounce, the lowest of 2026, despite Trump’s pause on military strikes against Iran.* Gold settled at $4,404.10 an ounce, down 3.6%, and silver dipped 0.5% to $69.05.* The US president announced a five-day pause on strikes, prompting market reactions.* Gold and Silver prices were affected by Iran’s blockade of the Strait of Hormuz, inflation fears, and US Federal Reserve rate outlook.* The Fed forecasted only one rate cut in 2026, influencing precious metals' sentiment.
495. https://www.koreatimes.co.kr/opinion/20260324/amid-mounting-risks-the-fed-wisely-puts-rates-on-hold?utm_source=rss - * The Federal Reserve left interest rates unchanged last week due to economic uncertainties. * The Fed’s projections indicated a possible rate cut later this year and in 2027. * The central bank raised its estimate of long-term economic growth to 2 percent. * Short-term inflation outlook worsened, with expectations rising to 2.7 percent by year-end. * Risks include ongoing energy price rises and disruptive policies impacting inflation expectations.
496. https://goldco.com/feds-policy-trap/ - * The Federal Reserve faces a dual mandate conflict amid conflicting economic signals. * Recent labour market revisions suggest weaker resilience than previously thought. * Inflation remains elevated due to geopolitical conflicts, energy prices, and supply chain disruptions. * Monetary policy tools are limited, as interest rate adjustments cannot address supply-driven inflation. * Markets, notably gold, reflect uncertainty and expectations of restrained Fed action. * The Fed is expected to adopt a cautious stance, maintaining policy ambiguity amid rising risks.
497. https://pragativadi.com/gold-and-silver-crash-over-20-in-march-2026-enter-bear-market-amid-rising-bond-yields/ - * Gold prices have fallen over 20%, and silver nearly 33%, in March 2026, their steepest monthly decline since 1980. * The decline is driven by rising bond yields in major economies, a stronger US dollar, and geopolitical tensions. * Central banks' signalling of tighter monetary policy and surging oil prices have contributed to inflation fears and higher interest rates. * Technical levels for gold and silver are identified, with potential for short-term rebounds. * Market experts recommend disciplined investment strategies amid market volatility.
498. https://www.fxstreet.com/news/eur-usd-slips-below-11600-as-middle-east-tensions-escalate-202603240129 - * EUR/USD depreciates below 1.1600, trading around 1.1590 during Asian hours. * US Dollar gains amid escalating Middle East conflict and increased risk aversion. * Israeli military launched strikes on Tehran; US-Talent talks paused. * Iranian officials deny negotiations with the US and threaten continuing war. * Federal Reserve's Mary Daly states Iran conflict impacts interest rate outlook. * Rising oil prices elevate inflation concerns and strengthen ECB hawkish stance. * ECB left rates unchanged, citing Iran conflict as creating uncertain outlook. * Markets anticipate potential rate hikes later this year due to inflation risks.
499. https://al-sharq.com/article/24/03/2026/%D8%A7%D9%84%D9%85%D8%B9%D8%AF%D9%86-%D8%A7%D9%84%D8%A3%D8%B5%D9%81%D8%B1-%D9%8A%D8%AA%D8%B1%D8%A7%D8%AC%D8%B9-%D8%A8%D8%B4%D9%83%D9%84-%D8%AD%D8%A7%D8%AF - * Gold prices declined by 6% yesterday and 10% last week, with a 21% decrease since start of March. * The decline is linked to changing macroeconomic conditions, increased inflation expectations, and interest rate outlooks. * Rising Middle East tensions boosted oil prices, heightening inflation fears and prompting reassessment of monetary policy expectations. * Investors are moving away from rate cut expectations in the US and considering faster rate hikes in the UK and Europe. * These developments have reduced gold's appeal as a safe haven asset during geopolitical uncertainty.
500. https://ceoworld.biz/2026/03/23/ray-dalios-gold-playbook-why-he-now-sees-bullion-as-the-safest-money/ - * Dalio at Dubai 2026 described a 'capital war' where currencies and reserves are geopolitical tools, with gold identified as 'the safest money'. * He recommends a structural portfolio allocation of 5%–15% in gold, citing systemic risks to fiat currencies and sovereign debt. * Central banks are increasing gold reserves, elevating gold to the second-largest reserve asset after the USD. * Dalio compares the current environment to the 1970s, characterised by inflation, fiscal deficits, and loss of confidence in paper money. * The shift towards gold impacts sovereign reserve strategies, cross-border capital flows, and corporate treasury planning, prompting industry adaptation.