Commodities Report: Silver | 2026-04-16 14:45 UTC [VJLK] | Fragile | rangebound

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1. https://www.thehindubusinessline.com/info-tech/govt-notifies-indias-first-chip-fabrication-plant-by-tata-semiconductor-in-dholera-sez/article70869551.ece - The Union Ministry of Commerce & Industry has notified a Special Economic Zone (SEZ) for Tata Semiconductor Manufacturing Private Limited in Dholera, Gujarat. Spanning 66.166 hectares, this facility is India's first chip fabrication plant and is expected to create nearly 21,000 jobs. The SEZ supports electronic hardware, software, and IT-enabled services. Recent amendments to the SEZ Rules, 2006, including reduced land requirements and flexibility in encumbrance norms, facilitate such high-value investments to strengthen India's semiconductor ecosystem.
2. https://bitrss.com/trump-issues-ultimatum-to-fed-chair-as-bitcoin-trembles-at-75-000-i-ll-have-to-fire-him-201709 - US President Donald Trump has issued an ultimatum to Federal Reserve Chair Jerome Powell, stating he will fire him if he does not step down when his term expires on May 15. The conflict centres on interest rate policy, with Trump demanding cuts while Powell maintains current rates due to macroeconomic uncertainty. Kraken's Thomas Perfumo highlights the significance of this leadership transition for cryptoassets, noting that Trump's nominee, Kevin Warsh, is viewed as pro-crypto. The situation is further complicated by an ongoing investigation into the Fed's headquarters renovation, which has delayed Warsh's confirmation.
3. https://www.zawya.com/en/world/americas/feds-williams-warns-war-is-already-driving-up-inflation-pressures-fyz0tq6n - Federal Reserve Bank of New York President John Williams stated that the Middle East conflict is already increasing inflationary pressures through rising energy prices. He noted that supply chain disruptions and higher fuel costs are affecting airfares, groceries, and other consumer products. Williams indicated the Fed is well-positioned to balance risks to employment and price stability, forecasting inflation between 2.75% and 3% this year before returning to the 2% target in 2027.
4. https://attackofthefanboy.com/politics/trump-said-he-held-back-from-firing-powell-because-he-hates-being-controversial-then-told-fox-business-what-happens-if-powell-doesnt-leave-in-may/ - President Donald Trump has threatened to fire Federal Reserve Chair Jerome Powell if he remains in office past his term expiry on May 15. Trump stated he previously hesitated only due to a dislike of controversy but now insists on removal if Powell stays. The situation is complicated by Senator Thom Tillis, who is blocking the confirmation of Powell's successor, Kevin Warsh, unless a criminal probe into a Fed building renovation is dropped. Legal experts note the Federal Reserve Act requires 'cause' for removal, creating a potential constitutional conflict.
5. https://bankunderground.co.uk/2026/04/16/what-machines-taking-over-pricing-means-for-central-banks/ - Research indicates that algorithmic and AI-powered pricing technologies are increasing price flexibility by reducing adjustment costs and frequency. This leads to faster pass-through of economic shocks to aggregate price levels and greater market segmentation. While effects on price levels remain ambiguous, central banks must monitor high-frequency data to understand impacts on inflation expectations and policy transmission.
6. https://cryptobriefing.com/ecb-inflation-forecast-rises-rate-cut-unlikely-amid-war-impact/ - * ECB officials have revised inflation forecasts upward due to the war's impact on energy supplies. * The likelihood of a 50+ bps rate decrease at the April 2026 meeting is now estimated at 0.1%. * Projected inflation for 2026 stands at 2.6%, leading to expectations that the ECB will maintain or raise rates. * Market reaction on prediction platforms shows virtually no pricing for a rate decrease despite the Middle East conflict. * Analysts suggest the war-driven inflation picture could represent a lasting shift in ECB policy direction.
7. https://www.faz.net/aktuell/finanzen/finanzmarkt/inflation-hoeher-als-gedacht-accg-200737480.html - Eurostat revised the Eurozone inflation rate upward to 2.6 percent in March, driven primarily by a 5.1 percent rise in energy prices. While the European Central Bank maintains a neutral stance to avoid unnecessary economic costs, market expectations for interest rate hikes have increased ahead of the April 30 meeting. Germany recorded 2.8 percent inflation, the highest in the core group, while Croatia led the Eurozone at 4.6 percent.
8. https://www.fool.com/investing/2026/04/16/fomc-said-quiet-part-out-loud-terrify-wall-street/ - Federal Reserve Bank of Cleveland President Beth Hammack stated in an interview that the Fed may need to raise interest rates if inflation remains persistently above target. Current US inflation data shows rates at 3.3%, the highest level in two years, exceeding the 2% target for 60 consecutive months. Hammack noted that a deterioration in the labor market could necessitate rate cuts, but persistent inflation could force a reversal of the easing cycle. Analysts warn that a shift to higher rates could negatively impact the historically expensive US stock market, particularly AI-driven valuations.
9. https://www.thehindubusinessline.com/news/world/chinas-solar-makers-say-war-induced-renewables-demand-wont-fix-overcapacity/article70868018.ece - Chinese solar executives state that increased global demand from the Iran war will not significantly alleviate industry overcapacity. Manufacturing capacity in polysilicon, wafers, and cells has expanded despite government efforts to reduce it. The industry is currently in an 'off-season' as buyers front-loaded orders before export tax rebates were removed. Analysts predict only a marginal positive impact on global solar demand due to moderate gas price increases compared to previous conflicts.
10. https://www.ndtvprofit.com/markets/silver-demand-expected-to-fall-by-2-in-2026-deficit-likely-to-widen-11365620 - * The Silver Institute projects global silver demand to decline by 2% to 34,213.82 tonnes in 2026. * Industrial demand is expected to drop by 3%, driven primarily by a marked slowdown in photovoltaic offtake due to intense competition and rising raw material costs. * The global market is forecast to face a sixth consecutive year of shortfall, with the deficit widening to 1,440.1 tonnes. * Jewellery and silverware demand is anticipated to suffer double-digit losses, with India recording a 20% decline in jewellery demand. * Despite the decline, structural growth in artificial intelligence infrastructure and automotive end-use continues to support silver demand.
11. https://www.fsxbusiness.com/inflation-above-target-2 - * St. Louis Federal Reserve President Alberto Musalem stated that elevated oil prices are likely to keep US inflation above the 2 percent target through the end of the year. * Underlying inflation is expected to finish the year at approximately 3 percent, with risks tilted higher if energy costs remain elevated. * Brent crude has risen to about 95 US dollars a barrel from roughly 70 US dollars due to the escalation of conflict in the Middle East. * The increase in energy costs has pushed up fuel, transport, and shipping costs, influencing investor expectations that the Federal Reserve will extend its pause on interest rate cuts. * Fed comments reinforce the view that interest rates will remain on hold for an extended period as the central bank assesses inflationary impacts.
12. https://www.thebanker.com/content/9604b4d1-54a4-4aa7-8228-ae6f5b105fea - US President Donald Trump has threatened to dismiss Federal Reserve chair Jerome Powell if his term extends beyond May, citing resistance to interest rate cuts and ongoing investigations into renovation cost overruns. Meanwhile, François-Louis Michaud, the new head of the European Banking Authority, stated that European banks are resilient enough to absorb market volatility driven by geopolitical tensions, including the fallout from the Iran conflict, though he warned of future, distinct challenges.
13. https://mises.org/power-market/why-crash-was-delayed - * The Federal Reserve announced on December 11, 2025, the initiation of Reserve Management Purchases (RMPs) at a pace of approximately $40 billion per month. * This policy shift follows the exhaustion of the Overnight Reverse Repo Facility (RRP) buffer, which previously offset Quantitative Tightening by releasing private liquidity. * Analysts argue that the prior net liquidity injection of $200 billion masked the true extent of monetary tightening during the balance sheet reduction from June 2022 to December 2025. * The new expansion is viewed as a forced response to replace lost liquidity, potentially signaling a transition from tightening to easing measures. * Market observers suggest the system is entering uncharted territory with a true monetary contraction as the RRP offset is fully depleted.
14. https://www.brecorder.com/news/40416723/ecb-may-not-have-rate-hike-evidence-by-april-30-meeting-policymaker-says - Madis Muller of the European Central Bank stated that the April 30 meeting may lack the necessary data to confirm if interest rate hikes are needed to curb inflation. Euro zone inflation rose to 2.5% driven by Middle East conflict energy costs. Policymakers await June data to assess if inflationary pressures are becoming entrenched. Markets price in a rate hike by June and a potential autumn increase.
15. https://www.nachrichten.at/wirtschaft/ezb-ratsmitglied-zweifelt-an-ausreichenden-daten-fuer-zinserhoehung;art15,4160985#ref=rss - * Eurozone inflation rose to 2.5% in March, driven by energy costs linked to the Middle East conflict. * ECB member Müller stated that a rate hike in April cannot be ruled out but noted a lack of secured data on energy shock impacts. * Markets price in a 20% probability of an April rate hike, with a June increase nearly fully priced in. * The duration of the Iran conflict remains a key uncertainty affecting growth and inflation outlooks. * The ECB maintains all policy options open to address potential unexpected developments in the region.
16. https://investinglive.com/centralbank/ecb-policymaker-muller-a-rate-move-at-the-april-meeting-cannot-be-ruled-out-20260416/ - * ECB policymaker Olivier Muller stated that a rate hike at the April meeting cannot be ruled out despite current market pricing. * Traders currently price in a 20% probability of a rate hike for the April meeting, rising to 81% by June. * Policymaker Alexander Demarco emphasized the need for patience and noted the economy may be veering towards an adverse scenario. * Market expectations for year-end rate hikes stand at approximately 56 basis points amid uncertainty over the US-Iran conflict. * Inflation expectations remain anchored, but corporate pricing signals are crucial for future ECB decisions.
17. https://dailynews.co.tz/govt-seeks-order-in-kahama-mining-stand-off/?utm_source=rss&utm_medium=rss&utm_campaign=govt-seeks-order-in-kahama-mining-stand-off - * Minister for Minerals Anthony Mavunde ordered the Isunda Group to suspend mining operations at Busulwagili village in Kahama District, Shinyanga Region. * The directive mandates a formal meeting report outlining agreed terms for pit owners' investment rights under Regulation 18A before new investors are permitted. * Licence holders were warned that mining licences are strictly for mining activities and not for leasing, with violations subject to government action. * The Tanzania Mining Commission was instructed to withhold technical agreements until disputes between licence owners and pit operators are resolved. * Government experts will be deployed to assess production levels and royalties to ensure transparency and accountability in the area.
18. https://www.business-standard.com/finance/personal-finance/sgb-2019-20-series-v-delivers-over-300-gains-as-early-exit-opens-details-126041600317_1.html - * The Reserve Bank of India opened the premature redemption window for the Sovereign Gold Bond 2019-20 Series V on April 15, 2026. * Investors in this tranche have realised approximately 302 per cent returns, with an absolute gain of Rs 11,271 per unit. * The strong performance is attributed to global economic uncertainty, persistent inflation, central bank gold buying, and geopolitical tensions driving safe-haven demand. * While early exit allows locking in gains, holding till maturity offers tax-free capital gains, making it structurally more efficient for high-tax bracket investors.
19. https://www.mk.co.kr/en/stock/12018883 - * Gold and silver futures rebounded 18.53% and 31.84% respectively from annual lows following reports of a potential U.S.-Iran ceasefire. * Market expectations for a Federal Reserve interest rate cut within the year dropped to 33.8% due to rising oil prices and geopolitical tensions, down from 60.9% a month prior. * Analysts note that while a war end may boost precious metals by easing stagflation fears, future price trends depend heavily on the Fed's liquidity policy and quantitative easing stance. * Prices had previously hit record highs in early 2024 due to geopolitical concerns before plummeting as war fears drove up oil prices and reduced rate cut expectations.
20. https://theconcepttrading.com/market-snapshot-april-16th-2026/ - * The IMF Fiscal Monitor warned that fiscal buffers for the US, UK, and Italy are exhausted, triggering a sell-off in sovereign debt and a shift toward hard assets. * Gold prices are decoupling from the strong US dollar as investors seek safety from the Strait of Hormuz blockade and collapsing Chinese exports. * Tier-1 banks like Morgan Stanley and Bank of America reported record earnings, attracting capital as investors flee government bonds for corporate balance sheets. * US 10Y yields breached 4.40%, compressing equity valuations, while Chinese export data missed forecasts significantly due to supply chain paralysis. * Market sentiment remains defensive with a focus on 'solvency' over growth, highlighting gold and financials as primary hedges against fiscal instability.
21. https://www.globalbankingandfinance.com/morning-bid-truce-trades-ramp-up-trump-touts-israel-lebanon/ - * Global equities reached record highs driven by optimism over potential Middle East conflict resolution and positive economic data from China. * The U.S. dollar index fell to its weakest levels since the Iran war began as traders advanced expectations for Federal Reserve monetary policy easing. * Tensions rose regarding Federal Reserve independence after President Trump threatened to fire Chair Jerome Powell regarding his Board of Governors seat. * TSMC is expected to report a 50% surge in net profit due to soaring demand for advanced chips ahead of its quarterly earnings release. * Markets reacted positively to reports of direct talks between Israel and Lebanon scheduled to commence the following day.
22. https://www.fxstreet.com/news/gold-remains-close-to-four-week-top-amid-iran-diplomacy-hopes-reviving-fed-rate-cut-bets-202604160410 - * Gold trades around $4,835, approaching a four-week high amid optimism for a US-Iran peace deal. * Diminishing odds of a Federal Reserve rate hike and easing inflation concerns support the non-yielding commodity. * The US Dollar Index falls to its lowest level since late February, driven by geopolitical developments and central bank policy expectations. * Technical analysis indicates gold remains below the 200-period Simple Moving Average at $4,831.22, acting as immediate resistance. * Market participants await a breakout above the 200-SMA before targeting gains toward $4,916.20 and $5,136.01.
23. https://www.gurufocus.com/news/8796070/ecbs-schnabel-no-urgency-for-rate-hikes-amid-current-economic-conditions - * Isabel Schnabel, an ECB Executive Board member, stated there is no urgency for the central bank to raise interest rates immediately. * Speaking at the IMF spring meeting in Washington, Schnabel described the ECB's current policy stance as neither stimulating nor restricting demand. * Officials are scheduled to make their next policy decision in two weeks, with a focus on assessing the impact of Middle East conflicts on inflation and economic confidence. * Despite rising oil and gas prices driving inflation above target levels, policymakers do not view the situation as severe enough to warrant immediate monetary tightening. * Schnabel emphasised the need to carefully weigh policy decisions given the complexity of recent economic shocks and the dependence of effects on overall demand strength.
24. https://www.businesstoday.in/personal-finance/investment/story/will-gold-prices-rise-after-akshaya-tritiya-what-history-shows-525852-2026-04-16?utm_source=rssfeed - * Gold prices have cooled from recent peaks near ₹1.8 lakh to approximately ₹1.53 lakh following a 56% rally over the past year. * Experts from Livelong Wealth and Enrich note that post-festival price movements often involve a 3–5% consolidation phase due to profit booking. * Analysts attribute the long-term upward trajectory to safe-haven demand, geopolitical tensions, and central bank buying rather than festival traditions. * Manoj Jain of Prithvi Finmart expects gold to remain in a bull cycle, potentially reaching ₹1.9 lakh by the next Akshaya Tritiya. * Investment advice focuses on global macro trends and portfolio allocation rather than relying on seasonal patterns for trading decisions.
25. https://www.okaz.com.sa/economy/na/2244418 - * Gold prices rose 0.9% to $4,830.66 per ounce on Thursday supported by a weaker US dollar. * Market optimism regarding a potential agreement between the US and Iran to end conflict drove capital flows into safe-haven assets. * Silver prices increased 1.4% to $80.17 per ounce while platinum and palladium also gained ground. * The market currently prices in a 30% probability of a US interest rate cut this year according to CME's FedWatch tool. * Previous session saw gold decline 0.7% after reaching a one-month high earlier in the trading day.
26. https://www.fool.com.au/2026/04/16/why-29metals-dgl-fletcher-building-and-newmont-shares-are-falling-today/ - * 29Metals Ltd shares fell 32% after the company announced additional works are required before mining can recommence at the Xantho Extended orebody in Western Australia. * The mining firm materially downgraded its guidance for zinc, gold, and silver production for FY 2026, citing the need to reduce the risk of future production interruptions. * DGL Group shares dropped 25% following a half-year update showing a 5.8% decline in sales revenue and a statutory loss of $12.8 million driven by scarcity in used lead acid batteries. * Fletcher Building shares fell 1% despite volume improvements, with the CEO warning that the impact of the Middle East crisis on financial performance remains uncertain. * Newmont Corporation shares declined 5% alongside broader pressure on ASX gold stocks, even though no specific news was released by the company.
27. https://www.fool.com.au/2026/04/16/up-82-in-12-months-asx-all-ords-silver-share-jumping-today-on-big-us-news/ - Silver Mines Ltd shares rose 1.1% following an exploration update at its Calico North and Kramer Hills projects in California. The company reported that 20% of 219 rock samples at Calico North contained over 50 grams of silver per tonne, with 10% exceeding 100 grams per tonne. Phase one drill planning is currently underway at both sites. Managing director Jo Battershill expressed encouragement regarding the speed of the reconnaissance activities.
28. https://preciousmetalsrefinery.com/silver-supply-imbalance/ - * The global silver market faces a structural supply deficit driven by rising industrial demand for solar panels, electric vehicles, and electronics. * China has reduced silver exports to retain metal for domestic green technology projects, amplifying global supply tightness. * Major financial institutions have tightened credit and leasing arrangements, forcing buyers to price purchases more conservatively to manage risk. * PMR continues to buy silver in Arizona and California despite other buyers pausing operations due to the restrictive risk environment. * Sellers are advised that the gap between spot prices and buyer offers reflects higher operational risks rather than a permanent market shift.
29. https://economictimes.indiatimes.com/news/international/us/all-eyes-on-the-fed-april-meeting-date-and-rate-decision-predictions/articleshow/130290754.cms - * The Federal Open Market Committee is scheduled to meet on April 28 and 29, 2026, with markets expecting interest rates to remain unchanged for the third consecutive meeting. * The current federal funds rate range is 3.5% to 3.75%, following cuts last autumn aimed at supporting the job market. * Inflation pressures linked to the Iran war and rising energy prices have complicated the economic outlook, leading to a cautious wait-and-see approach by policymakers. * Leadership uncertainty surrounds Chair Jerome Powell, whose term ends in May, and the pending Senate confirmation of his nominee, Kevin Warsh, which faces potential political delays. * The decision on the fed funds rate will directly influence borrowing costs for credit cards, car loans, and mortgages across the economy.
30. https://investinglive.com/centralbank/ecb-officials-lean-toward-april-rate-hold-amid-iran-war-uncertainty-20260415/ - ECB officials are leaning toward holding interest rates at the April meeting to assess the impact of the Iran war on inflation and growth. Tighter financial conditions are currently helping anchor inflation expectations, reducing the urgency for immediate action. Policymakers are wary of past mistakes, such as delayed tightening in 2022, and expect incoming data to provide unclear guidance before the April 29–30 meeting. While eurozone inflation has risen to 2.5%, markets continue to price in two rate hikes later this year despite the cautious rhetoric.
31. https://investinglive.com/centralbank/icymi-feds-musalem-says-oil-shock-to-keep-core-inflation-near-3-20260415/ - Federal Reserve Bank of St. Louis President Alberto Musalem stated that elevated oil prices driven by the Iran war will keep US core inflation near 3% this year. This outlook reinforces the case for holding interest rates steady in the 3.50%–3.75% range for an extended period. Musalem identified supply-side pressures from tariffs and immigration constraints alongside energy costs as key drivers. He noted that while growth is expected to slow to 1.5%–2%, rate hikes remain possible if inflation expectations de-anchor.
32. https://resourceworld.com/bunker-hill-mining-plans-june-mine-restart-at-bunker-hill-mine-idaho/?utm_source=rss&utm_medium=rss&utm_campaign=bunker-hill-mining-plans-june-mine-restart-at-bunker-hill-mine-idaho - * Bunker Hill Mining Corp. plans to restart the Bunker Hill Mine in Idaho's Silver Valley in June 2026. * The company is advancing commissioning of the mill and filter plant while conducting an underground drill program to support production readiness. * Bunker Hill has joined the U.S. Cornerstone Consortium and the U.S. Defense Industrial Base Consortium to strengthen domestic critical mineral supply chains. * The mine will utilise longhole stoping and paste backfill methods to optimise efficiency and reduce surface tailings footprint. * Recent warrant exercises generated approximately C$6.36 million in gross proceeds for the company.
33. https://www.ibtimes.com.au/pslv-stock-jumps-07-silver-prices-hover-near-record-highs-industrial-demand-geopolitical-hedge-1866667 - * Sprott Physical Silver Trust units gained 0.7% to $25.97 as silver prices hovered near record highs driven by industrial demand and geopolitical factors. * Industrial applications, including solar photovoltaic cells, electric vehicles, and AI infrastructure, now account for over half of global silver demand. * Analysts project continued market tightness in 2026 with demand outstripping mine supply for the sixth consecutive year. * The trust holds over 216 million ounces of physical silver and trades at a discount to its net asset value of $27.20. * Prices are supported by Middle East tensions and expectations of silver prices exceeding $80 per ounce in 2026.
34. https://bulliontradingllc.com/blog/where-does-silver-come-from/ - * Silver deposits are primarily formed by Tertiary-era volcanic activity through hydrothermal circulation, concentrating trace atoms into mineable veins. * The majority of global silver production is a byproduct of mining copper, lead, and zinc, rather than from dedicated silver mines. * Global mine production rose 0.9% in 2024 to 819.7 million ounces, with Mexico remaining the leading producer. * Industrial demand reached 1.16 billion ounces in 2024, driven by photovoltaic cells, electronics, and automotive applications.
35. https://bitcoinworld.co.in/silver-price-today-falls-analysis-6/ - * Silver spot prices fell sharply today, with significant declines recorded across Asian, European, and U.S. trading sessions. * The decline is attributed to U.S. dollar strength, shifting interest rate expectations, and concerns over industrial demand. * Key industrial sectors highlighted include photovoltaic (solar panel) manufacturing, electronics production, automotive components, and medical equipment. * Analysts suggest the movement may be a short-term correction rather than a fundamental breakdown, though mining companies face margin pressure. * Bitcoin World provided the market data confirming the volatility and price drops.
36. https://goldsilver.com/industry-news/article/what-the-silver-to-cpi-ratio-reveals-that-spot-price-hides/ - * Silver spot price dropped to approximately $76 by April 2026, falling 37% from its January 2026 high of $121.64. * The silver-to-CPI ratio stands at roughly 0.230, indicating real purchasing power is only marginally above 2011 levels and less than 40% of the 1980 peak. * Industrial demand reached a record 680.5 million ounces in 2024, driven by solar panels, electric vehicles, and AI data centers. * The global silver market has faced a structural deficit for five consecutive years, with cumulative shortfalls approaching 800 million ounces. * Analysts suggest the current ratio indicates silver is priced similarly to early cycle conditions rather than late-stage valuations.
37. https://goldsilver.com/industry-news/article/gold-silver-supply-and-demand-what-really-drives-prices-over-time/ - * The Silver Institute reports global industrial silver demand reached a record 680.5 million ounces in 2024, accounting for 59% of total demand. * Solar photovoltaic panels alone drove 29% of industrial silver consumption, a significant increase from 11% a decade ago. * Electric vehicles and expanding electrical grid infrastructure are identified as key drivers for silver's unmatched electrical conductivity requirements. * Approximately 70–75% of silver supply is produced as a byproduct of mining other metals like copper, lead, and zinc. * The article highlights the structural difference between gold and silver, noting silver's dual role as an investment asset and industrial commodity.
38. https://dailyreckoning.com/silvers-next-wave-starts-now/ - * Rising energy costs and data center construction are fueling a global surge in solar panel demand, which accounts for 19% of total silver usage. * Silver is the preferred conductor for solar panel connections due to its superior electrical conductivity and corrosion resistance compared to copper. * China dominates solar panel manufacturing with approximately 90% of global production, creating a significant price premium for physical silver in Shanghai. * Analysts predict continued rapid solar installation, particularly in the Asia-Pacific region, to reduce dependence on imported energy.
39. https://goldsilver.com/industry-news/goldsilver-news/silver-holds-near-80-as-iran-ceasefire-revives-rate-cut-bets/ - Silver prices surged more than 5% to approach $80 per ounce following optimism surrounding US-Iran peace talks brokered by Pakistan. The potential ceasefire has reduced oil prices below $90 and lowered inflation expectations, increasing Federal Reserve rate-cut odds to 43% on the CME FedWatch tool. While recent negotiations in Islamabad collapsed, the White House confirmed a second round of talks is being planned before the current truce expires on April 21. Analysts note that silver's strong performance, up 142% over the past year, is driven by both monetary factors like rate cuts and industrial demand from solar and EV sectors.
40. https://oilprice.com/Latest-Energy-News/World-News/Trump-Threatens-To-Fire-Powell-If-He-Stays-Beyond-May.html - * U.S. President Donald Trump has threatened to remove Federal Reserve Chair Jerome Powell if he does not resign when his term ends in May. * The administration nominated Kevin Warsh as Powell's successor, though Senate confirmation is pending. * Trump is pushing for rapid interest rate cuts to counter inflation concerns linked to proposed tariffs. * The Federal Reserve recently maintained the federal funds rate at 3.5% to 3.75% while monitoring economic stability.
41. https://www.sierradailynews.com/state/edward-jones-has-issued-the-quarter-review/ - * Edward Jones issued a quarter review noting that market clarity emerged in the third quarter of 2025 following the passage of the One Big Beautiful Bill Act and eased trade tensions. * The Federal Reserve cut the federal funds rate by 25 basis points, reaffirming support for labor markets while forecasting further possible cuts. * Stock markets extended their rebound to achieve all-time highs, with U.S. small-cap stocks reaching a new high for the first time in nearly four years. * Artificial intelligence trends and strategic investments drove U.S. large-cap technology and communication services sectors to deliver staggering three-year annualized returns around 40%. * Treasury yields fell and bond returns rose as markets grew confident in further monetary easing, contrasting with rising interest rates in international developed markets.
42. https://www.business-standard.com/companies/people/jakson-group-to-set-up-3-gw-solar-wafer-ingot-capacity-by-early-2028-126041501188_1.html - * Jakson Group has initiated construction of a 6 GW integrated solar manufacturing facility in Maksi, Madhya Pradesh, with a total investment of approximately ₹8,000 crore. * The company plans to commission 3 GW of ingot and wafer capacity by March–April 2028 as part of its backward integration strategy. * Cell facility commissioning is expected between May and July 2027, while module capacity expansion is already underway. * Jakson Group has launched new products including BESS, solar kits, and a 5 kVA genset, with production currently underway and inventory being built. * The group views current overcapacity concerns as a natural evolution of the industry and remains optimistic about long-term demand in India and export markets.
43. https://www.bworldonline.com/economy/2026/04/15/743202/peza-registers-p370-million-manufacturer-of-solar-modules-targeting-european-markets/ - * The Philippine Economic Zone Authority (PEZA) registered Genuine Renewable Energy and Eco-Friendly Energy Network Corp. (GREEENC) as an economic zone enterprise on April 13. * GREEENC will invest P370 million to build a plant in Sto. Tomas, Batangas, for the manufacture and export of solar photovoltaic modules. * The facility aims to generate approximately $132 million in export sales to the European Union for various applications including residential, commercial, and utility-scale use. * PEZA Director General Tereso O. Panga stated the investment supports national sustainability targets and addresses energy insecurity driven by global oil price volatility.
44. https://goldsilver.com/industry-news/goldsilver-news/silver-holds-near-80-as-iran-ceasefire-revives-rate-cut-bets/ - Silver prices climbed more than 5% to approach $80 per ounce following optimism surrounding US-Iran peace talks brokered by Pakistan. The ceasefire reduced oil prices and inflation expectations, increasing Federal Reserve rate-cut odds from 14% to 43% and weakening the US dollar. As an industrial metal used in solar manufacturing and EV batteries, silver also benefits from restored manufacturing demand after conflict-related disruptions. Over the past 12 months, silver has gained 142%, outperforming gold's 101% rise as the gold/silver ratio tightens to roughly 60:1.
45. https://australianfintech.com.au/silvers-supply-deficit-is-reshaping-the-market/ - * Silver prices are influenced by a persistent supply-demand deficit where mine supply is stagnant while industrial demand expands. * Industrial applications for silver include solar panels, electric vehicles, data centres, semiconductors, and advanced electronics. * Capital is rotating into silver due to its role as a store-of-value asset and strategic material, reinforced by ETF inflows and Chinese demand. * Market volatility has increased due to structural constraints meeting momentum, with longer-dated pricing reflecting underlying scarcity.
46. https://economictimes.indiatimes.com/news/international/us/why-are-gold-and-silver-prices-down-today-and-will-precious-metals-continue-to-drop-or-rise-again-analysts-insights-market-outlook-and-what-should-investors-do-now/articleshow/130282474.cms - * Precious metals slipped after reaching one-month peaks, with spot gold dropping 0.9% to $4,798.89 and spot silver falling 1.1% to $78.68. * Market declines followed a shift in interest rate expectations, with the probability of a US Federal Reserve rate cut falling to 32% according to the CME FedWatch Tool. * Investors tracked potential US-Iran negotiations and rising oil prices, leading to a rotation toward risk assets like equities and away from safe-haven metals. * Analysts note that while lower rate expectations pressure gold, renewed geopolitical tension or economic slowdown signals could support prices again.
47. https://investinglive.com/centralbank/feds-hammack-signals-patient-policy-as-fed-navigates-five-year-inflation-miss-20260415/ - * Cleveland Fed President Beth Hammack indicated that interest rates will likely remain on hold for the foreseeable future. * The Federal Reserve has missed its 2% inflation target for five years, though inflation expectations remain contained. * Hammack described the current policy environment as tough due to supply shocks, energy prices, and the uncertain economic impact of AI. * She emphasised the importance of central bank independence while maintaining a data-dependent stance on monetary policy. * Market participants are currently pricing in approximately 10 basis points of Fed easing before the year end.
48. https://www.globenewswire.com/news-release/2026/04/15/3274456/0/en/Elevated-Lease-Rates-Regional-Liquidity-Tightness-and-Robust-Investor-Interest-Resulted-in-Record-Silver-Prices-in-2025.html - * Global silver mine production increased by 3 percent to 846.6 Moz in 2025, driven by higher by-product output from copper operations in Peru and the ramp-up of Polymetal JSC's Prognoz mine in Russia. * Supply gains in Peru and Russia were partly offset by lower output from key operations in Mexico and a decline in Indonesia. * North American silver supply fell by 3 percent to its lowest level in 10 years, while Central and South American output rose by 5 percent. * The Silver Institute's World Silver Survey 2026, produced by Metals Focus, forecasts global mine production to remain flat in 2026 due to operational pressures. * Global silver demand exceeded supply for the fifth consecutive year, contributing to record prices in 2025.
49. https://www.pv-tech.org/suniva-boosts-us-cell-production-to-5-5gw-with-new-facility/ - * Suniva has increased its US solar cell production capacity to 5.5GW following the completion of a new facility. * The company is investing US$350 million in the 6,000 square metre site, which will create over 550 new jobs. * Suniva has partnered with Corning and Heliene to produce fully domestic modules using its monocrystalline silicon cells. * Industry experts note the expansion addresses the gap between US cell and module production capacities. * The move supports supply chain resilience and compliance with trade regulations affecting solar imports.
50. https://www.sunhub.com/blog/us-solar-mounting-manufacturers-trends/ - * U.S. solar mounting manufacturers are expanding domestic production to support rapid solar deployment and reduce reliance on imports. * Companies such as GameChange Solar, APA Solar Racking, OMCO Solar, Unirac, IronRidge, SnapNrack, and SunModo are scaling operations across multiple states. * Domestic manufacturing is driven by the Inflation Reduction Act incentives, supply chain resilience needs, and demand for fixed-tilt, tracker, and rooftop systems. * Challenges include cost competitiveness against international suppliers and raw material constraints for steel and aluminum. * The sector is expected to grow significantly through the end of the decade with increased automation and integration of advanced tracking systems.
51. https://www.pv-magazine.com/2026/04/15/silver-demand-from-pv-industry-expected-to-drop-19-this-year/ - * Silver demand from photovoltaic producers is forecast to fall by 19% in 2026 to approximately 151 million ounces, following a 6% decline in 2025. * The reduction is driven by manufacturers adopting thrifting strategies and alternative metallization approaches to lower silver loadings per cell amid rising costs and intense competition. * Despite the drop in PV consumption, total industrial silver offtake slipped by 3% in 2025 as gains from AI data centers and EVs were outweighed by the solar sector contraction. * The global silver market remains in a structural deficit, with mine production and recycling unable to meet demand, leading to elevated prices averaging over $40 per ounce in 2025. * Analysts warn that silver will remain a strategic material risk for PV manufacturers as they face squeezed margins and overcapacity despite technological innovations reducing metal dependence.
52. https://www.business-standard.com/finance/personal-finance/gold-at-1-5-lakh-is-pre-booking-ahead-of-akshaya-tritiya-a-smart-move-126041500827_1.html - Gold and silver prices in India have surged to record highs, with gold reaching approximately ₹1.5 lakh per 10 grams and silver rising 163% year-on-year. Retail and institutional investors are increasingly allocating capital to gold and silver ETFs, recording net inflows of around ₹70,000 crore in FY2026. Major jewellery retailers like Kalyan Jewellers, Tanishq, and KISNA have launched pre-booking schemes allowing customers to lock in prices or pay the lower of the booking or delivery rate. Experts from MMTC-PAMP and Mirae Asset Investment Managers highlight the growing preference for ETFs due to their convenience, lack of storage costs, and role in diversified portfolios.
53. https://www.cityam.com/silver-prices-hit-record-high-amid-dwindling-demand/ - * Global silver mine production increased by three per cent last year to 846.6 Moz, driven by higher by-product output from copper operations in Peru and accelerated production in Russia. * North American silver output fell to its lowest level in a decade, while Asian production dipped one per cent, contributing to regional supply constraints. * The Silver Institute forecasts flat production in 2026 due to persistent issues with low-grade ores in key regions such as Argentina and ongoing operational pressures. * Geopolitical tensions in the Middle East are acknowledged as a strain on the short-term outlook, though the macroeconomic backdrop remains supportive for prices.
54. https://www.ad-hoc-news.de/boerse/news/ueberblick/silver-s-perfect-storm-a-market-braced-for-supply-shock-and-geopolitical/69160220 - * Silver prices climbed to over $80.40 an ounce driven by easing Iran tensions and a weakening US dollar. * A potential Chinese ban on sulfuric acid exports threatens 70% of global silver output mined as a copper by-product. * Industrial demand from sectors like solar panels and electric vehicles has outstripped mine supply for six consecutive years. * Exchange inventories in London, New York, and Shanghai are shrinking rapidly as transport costs for elemental sulfur soar. * Analysts from Bank of America and Citigroup project silver targets between $135 and $170 depending on geopolitical outcomes.
55. https://www.tradingkey.com/analysis/economic/central-banks/261784386-scott-bessent-fed-rate-cut-goldman-sachs-tradingkey - * U.S. Treasury Secretary Bessent endorsed the Federal Reserve's decision to pause interest rate cuts, stating it is the right move until the war situation clarifies. * Goldman Sachs maintains a forecast of two rate cuts this year, anticipating a mild stagflationary shock from the U.S.-Iran conflict. * Trump hinted that U.S.-Iran hostilities are nearing an end with potential negotiations in Pakistan, while the administration tightens controls on crude oil shipments. * The Trump administration will terminate the waiver policy for Iranian oil exports after the sanctions waivers expire on April 19. * Market dynamics are influenced by the interplay between geopolitical tensions, central bank policy, and inflation narratives linked to precious metals sentiment.
56. https://www.usmoneyreserve.com/news/featured-news/the-stock-market-may-be-more-fragile-than-it-looks/ - * Underlying pressures are building across the stock market due to high valuations and cash flow concerns. * Large companies are investing heavily in artificial intelligence infrastructure, while heavy government spending supports profits but may not be sustainable. * Conflict in the Middle East has raised energy prices and inflation concerns, potentially leading the Federal Reserve to keep interest rates higher for longer. * Analysts suggest that in an environment of inflation and market stress, investors may turn to physical gold to balance portfolio risk.
57. https://investinglive.com/forex/eurusd-erases-all-the-war-led-losses-amid-us-iran-deal-optimism-whats-next-20260415/ - * The EURUSD pair erased previous losses driven by war-related positions as optimism grew regarding a potential US-Iran peace deal. * Market expectations for Federal Reserve rate cuts by year-end have increased to 10 basis points, potentially rising further if a deal is reached. * The European Central Bank maintains a hawkish bias and neutral stance, citing economic unpredictability and recent data showing higher inflation and weaker activity. * Technical analysis on the daily chart identifies a support zone around 1.1640, with potential for a rally towards 1.20 if buyers step in. * Upcoming catalysts include the second round of US-Iran negotiations and US Jobless Claims figures.
58. https://constructionreviewonline.com/new-4-5-gw-south-carolina-solar-cell-manufacturing-facility-by-suniva-eyes-q2-2027-completion/ - * Suniva, a Georgia-based manufacturer, has announced plans to build a new 4.5 GW solar cell facility in Laurens, South Carolina. * The project is valued at approximately $350 million and is expected to begin operations in Q2 2027. * The expansion will increase Suniva's total manufacturing capacity from around 1 GW to 5.5 GW, addressing the U.S. supply chain imbalance between module and cell production. * Funding will come from corporate capital, private equity backing from Lion Point Capital, and policy-driven incentives under the Inflation Reduction Act. * The facility will create over 550 direct jobs and supply U.S.-based module manufacturers to support domestic solar deployment.
59. https://www.viva.co.id/bisnis/1892076-harga-emas-hari-ini-15-april-2026-antam-terus-meroket-produk-global-bervariasi-gegara-ini - * PT Aneka Tambang Tbk (Antam) gold prices rose to Rp 2.893.000 per gram on 15 April 2026. * Global gold spot prices stabilised at US$4.841.76 per ounce while futures contracts increased 0.3%. * Investor demand for safe-haven assets is driven by geopolitical instability regarding US-Iran peace negotiations. * Antam buyback prices were set at Rp 2.674.000 per gram with applicable tax deductions for transactions over Rp 10 million. * Market sentiment reflects a shift towards precious metals as investors await further diplomatic clarity.
60. https://ambcrypto.com/how-lighter-dex-targets-rwa-liquidity-gap-with-250k-weekly-incentives/ - * Lighter DEX unveiled a liquidity partner program on 13 April offering $250K weekly rewards for market makers. * Higher rewards are allocated to liquidity providers for oil, gold, and silver trades compared to top stocks. * The platform currently trails Hyperliquid in RWA liquidity, with non-crypto activity stagnating at 16% versus Hyperliquid's 40%. * Recent capital inflows of over $7 million coincided with a 40% surge in the native LIT token price. * The initiative aims to address the liquidity gap in tokenized silver and commodity markets to improve trade execution.
61. https://www.defenseworld.net/2026/04/15/bcs-private-wealth-management-inc-reduces-holdings-in-ishares-silver-trust-slv.html - * BCS Private Wealth Management Inc. decreased its position in iShares Silver Trust (SLV) by 62.6% during the fourth quarter, selling 21,910 shares to retain 13,065 shares worth $842,000. * Brighton Jones LLC increased its SLV holdings by 9.2% in the fourth quarter, purchasing an additional 1,595 shares. * Bison Wealth LLC and First Trust Advisors LP acquired new stakes in the exchange-traded fund in the fourth and second quarters respectively. * Schnieders Capital Management LLC increased its position by 15.0% in the second quarter, while Capstone Wealth Management Group LLC bought a new stake in the first quarter.
62. https://www.zawya.com/en/business/investment/egypts-gold-investment-funds-record-net-assets-of-176mln-in-march-2026-fra-gi6xndll - Egypt's gold investment funds recorded net assets of EGP 9.28bn in March 2026, equivalent to approximately $176mln. The Financial Regulatory Authority (FRA) reported 289,000 investor accounts, with individuals comprising 72% of the total. Young investors aged 20 to 30 hold nearly 40% of accounts, while men represent 83% of individual participants. The sector now includes six registered funds offering exposure to gold without physical ownership. This growth is attributed to global economic volatility and gold's role as a safe-haven asset.
63. https://startupfortune.com/march-inflation-data-blows-past-forecasts-and-forces-investors-to-abandon-hopes-for-a-federal-reserve-rate-cut-this-summer/ - * The Bureau of Labor Statistics reported that US consumer prices rose 3.4% annually in March, reversing six months of disinflation. * Core CPI increased to 4.2% annually, prompting Jerome Powell to face a widening gap between inflation and the Federal Reserve's target. * Financial markets reacted negatively with equity futures dropping over 1% and 10-year Treasury yields jumping to 4.75%. * Investors abandoned hopes for a midyear Federal Reserve rate cut as shelter costs and services inflation continued to rise. * The US Dollar Index strengthened against major peers following the release of the data.
64. https://www.fxstreet.com/news/us-dollar-index-treads-water-above-9800-despite-growing-market-optimism-202604150423 - * The US Dollar Index halted its seven-day decline and traded around 98.20 during Asian hours on Wednesday. * Market optimism regarding a potential diplomatic resolution to the Middle East conflict is reducing safe-haven demand for the Greenback. * US Producer Price Index data showed easing inflation pressures, with PPI rising 0.5% month-over-month, well below the 1.2% consensus. * The lower inflation data reduces the likelihood of further Federal Reserve rate hikes, impacting precious metals sentiment and currency valuation. * US President Donald Trump and Vice President JD Vance indicated progress in peace talks with Iran, with follow-up discussions potentially occurring within days.
65. https://www.fxempire.com/forecasts/article/gold-and-silver-technical-analysis-can-weak-dollar-and-oil-drop-drive-a-breakout-1591713 - * Gold and silver markets are influenced by interest rate expectations, with the Federal Reserve not currently in a hurry to reduce rates. * Silver is expected to outperform gold in the short term due to improving global sentiment and potential US-Iran negotiations. * Both metals retain a bullish structure contingent on a weak US dollar, controlled oil prices, and ongoing geopolitical risks. * Gold price analysis indicates strong momentum with key resistance at $5,000 and support at $4,400.
66. https://www.investing.com/news/economy-news/former-fed-chair-yellen-sees-one-rate-cut-possible-this-year-4614193 - * Former Federal Reserve Chair Janet Yellen suggested a single interest rate cut by the central bank is possible later this year. * Yellen acknowledged that the Middle East conflict creates upward pressure on inflation through broad supply shocks. * Despite rising short-term inflation expectations, the Federal Reserve maintains an open mind regarding potential inflationary disruptions. * The Fed previously left rates unchanged in March while policymakers forecast at least one cut amidst ongoing war-related economic uncertainty.
67. https://www.equiti.com/jo-en/news/trade-reviews/silver-gains-on-safe-haven-demand-as-imf-warns-of-growth-risks/ - * Silver prices surged 5.20% to $79.50 per ounce driven by safe-haven demand amid geopolitical tensions in the Middle East. * The IMF downgraded global growth projections to a 2.0%–2.5% range for 2026 due to potential disruptions in the Strait of Hormuz. * Reports indicate US-Iran talks may resume in Pakistan, supporting market hopes for a diplomatic resolution and deterring restrictive monetary policy. * The US Dollar Index declined 0.27%, facilitating silver's upward movement as the metal becomes more cost-effective for international investors. * Technical analysis shows silver maintaining a long-term bullish structure while oscillating between the 50-day and 100-day Simple Moving Averages.
68. https://www.australianmining.com.au/new-ore-front-sparks-polymetals/ - * Polymetals reported a sharp increase in silver production at its Endeavor mine in Cobar, New South Wales, during the March 2026 quarter. * The company produced 547,302 ounces of silver, 1,064 ounces of gold, 1,917 tonnes of zinc, and 1,148 tonnes of lead. * Production was driven by the commencement of mining from the high-grade Upper North Lode and the start of direct shipping ore sales. * Revenue surged to $27.8 million, and the company ended the quarter with $60.9 million in cash, receivables, and net payable inventory. * The Upper North Lode mining is expected to continue for at least 18 months, providing a new revenue stream alongside traditional concentrate production.
69. https://thecurrencyanalytics.com/altcoins/bitcoin-hits-76000-mark-252608 - * Bitcoin surged to $76,000 on Tuesday, breaking key resistance levels with onchain activity spiking and institutional inflows from BlackRock and Fidelity. * Federal Reserve meeting minutes released on April 10 hinted at further interest rate hikes, yet the hawkish tone boosted Bitcoin prices as investors increasingly view the cryptocurrency as an inflation hedge. * Major corporations including MicroStrategy, Tesla, and Block Inc. continue accumulating Bitcoin, while Grayscale plans to expand its Bitcoin Trust by 10%. * Analysts predict a potential move toward $90,000, supported by a 340% jump in open interest for $80,000 call options and strong demand for CME Bitcoin futures.
70. https://kingworldnews.com/historic-short-squeeze-inflation-may-soar-above-10/ - * Peter Schiff predicts inflation could exceed 10% in 2021, with Producer Price Index (PPI) rising 0.5% in March and YoY prices up 4%. * The U.S. Dollar Index fell below 98, leading to expectations of rising consumer prices and interest rates. * Gold remains range-bound near USD 4,850 resistance, requiring a sustained breakout for renewed momentum, while silver rebounds towards USD 80 supported by industrial demand. * Hedge fund net long gold futures positions dropped to a 25-month low, creating potential for renewed buying if macro conditions improve. * Lower real yields, a softer dollar, and rate cut expectations are rebuilding support for precious metals despite recent volatility.
71. https://thecurrencyanalytics.com/stockmarket/dollar-drops-as-ceasefire-talks-boost-risk-appetite-252594 - * The U.S. dollar index fell 0.3% to 101.95 as optimism over Eastern European ceasefire negotiations boosted risk appetite. * U.S. Producer Prices rose only 0.2% in March, below expectations, with core prices dropping 0.1% for the first time in nearly three years. * Soft inflation data increased speculation that the Federal Reserve may pause or slow rate hikes at its May 2-3 meeting, with 10-year Treasury yields dropping to 3.42%. * Gold prices rose to $1,975 an ounce, while major currencies including the euro, pound, and Australian dollar strengthened against the greenback. * Central banks including the ECB, Bank of Japan, and Bank of England are under scrutiny as markets assess future monetary policy directions amidst shifting inflation narratives.
72. https://www.jdsupra.com/legalnews/ofac-continues-to-expand-authorizations-8163744/ - * OFAC issued new General Licenses 54 and 55 on March 27, 2026, authorizing supply of items and services for minerals operations and contingent contracts for investment in Venezuela's mining sector. * Licenses cover exploration, development, mining, extraction, processing, and refining of minerals including gold, involving the Government of Venezuela and Minerven. * Authorizations include arranging shipping, logistics, port services, and maintaining mineral operations, subject to restrictions on joint ventures and transactions with specific foreign entities. * Use of these licenses requires reporting obligations to the U.S. Department of State and the Department of the Interior.
73. https://tedmag.com/border-states-commodity-update-april-2026/ - * The Federal Reserve held interest rates steady between 3.5% and 3.75% during its March meeting. * Approximately three-quarters of surveyed economists predict the Fed will maintain rates until at least September. * Fed officials cited ongoing inflation risks stemming from the Middle East conflict as a high priority. * Inflation remains a percentage point above the Fed's 2% target even before the conflict began. * The central bank is scheduled to meet again on April 28 and April 29.
74. https://inflationdata.com/articles/2026/04/14/ben-cowan-is-the-fed-heading-toward-checkmate/ - * Macro analyst Ben Cowan states inflation rose to 3.3% driven by energy prices and supply constraints. * Cowan argues the Federal Reserve is cornered with both employment and price stability moving adversely. * Markets price in a 98% chance of steady rates in late April with no cuts until October at earliest. * Cowan identifies a quietly weakening labor market with falling hiring and declining job openings. * The analyst suggests riskier assets and commodities may outperform as the Fed approaches a late business cycle scenario.
75. https://wealthinsights.metrobank.com.ph/news/treasuries-us-yields-rise-for-second-straight-session-as-oil-rally-continues - US Treasury yields increased for a second session as the Iran conflict drove oil prices to multi-month highs, intensifying inflation concerns. Market expectations for a Federal Reserve rate cut in June have diminished, with probabilities dropping to 39.1%. Federal Reserve officials, including John Williams and Neel Kashkari, noted that the war's impact on inflation and monetary policy remains uncertain. The 10-year Treasury yield edged up to 4.056%, while the two-year yield advanced to 3.5%.
76. https://www.mining.com/mexican-mayor-found-after-abduction-in-touristic-silver-town/ - * Canadian mining company Vizsla Silver suspended operations at its Panuco silver project in Sinaloa, Mexico, following the abduction of 10 workers in late January. * Authorities confirmed that nine of the abducted workers have been found dead, while security forces continue efforts to arrest those responsible. * The incident has caused Vizsla Silver's share price to fall by approximately half, highlighting severe security risks for mining operations in cartel-controlled regions. * The abductions underscore ongoing violence in Mexico, affecting both local communities and the broader silver mining sector.
77. https://goldsilver.com/industry-news/video/why-do-investors-buy-silver-too-late-and-what-does-it-cost/ - * The silver market has recorded a structural supply deficit for multiple consecutive years, with cumulative shortfalls reaching nearly 820 million ounces over five years. * Industrial demand, accounting for the majority of consumption, is structurally elevated and growing due to solar photovoltaics, electric vehicles, and AI data center infrastructure. * Mine supply remains essentially flat as silver is a byproduct metal, creating a persistent gap between demand and production. * Analysts suggest early investment based on these fundamentals rather than waiting for price validation or media attention. * The Silver Institute and Metals Focus are cited as sources for the supply and demand data.
78. https://bitcoinworld.co.in/eur-usd-surges-us-producer-inflation/ - The EUR/USD currency pair broke above the 1.1800 barrier in early trading, driven by a weakening US Dollar Index and expectations of a dovish shift from the Federal Reserve. Market participants are positioning for potential interest rate cuts in the second quarter following anticipated disinflation in US producer prices. The European Central Bank maintains a cautious stance, creating a policy divergence scenario that supports the euro. Technical analysis identifies 1.1880-1.1900 as the next resistance zone, while support is established around 1.1750.
79. https://silverseek.com/article/chinese-sulfuric-acid-export-ban-could-exacerbate-physical-silver-shortage - * Chinese officials have indicated a ban on sulfuric acid exports starting next month, potentially lasting through 2026, to protect domestic supply. * Sulfuric acid is a critical input for copper mining, and approximately 70% of annual silver supply is produced as a byproduct of copper mining. * The ban, combined with existing logistics issues from the Iran conflict, risks reducing copper output and consequently silver production in key regions like Chile, the DRC, and Zambia. * Global silver markets are already facing a multi-year supply deficit, with inventories at London, COMEX, and Shanghai vaults declining significantly. * Analysts warn that the loss of Chinese acid volumes is difficult to offset, adding pressure to an already tight physical silver supply chain.
80. https://www.powerelectronicsnews.com/sigenergy-debuts-high-power-pv-inverter-platform/ - * Sigenergy has launched its first utility-scale photovoltaic inverter, a 506 kW system designed to reduce the levelized cost of energy.* * The platform utilizes silicon carbide MOSFET technology and a 1000 V AC output to improve thermal performance and lower infrastructure costs.* * An 18-channel maximum power point tracking architecture is included to reduce mismatch losses and improve energy yield in large installations.* * The inverter features integrated protection mechanisms and an IP66-rated enclosure for long-term operation in harsh environments.* * Lifecycle-focused design principles aim to reduce material usage and operational resource requirements over time.
81. https://silverseek.com/article/chinese-sulfuric-acid-export-ban-could-exacerbate-physical-silver-shortage - * China officials announced a ban on sulfuric acid exports effective next month, potentially lasting through 2026, to protect domestic supply. * The ban impacts copper mining operations globally, as sulfuric acid is a key input for extracting copper from ore. * Approximately 70 percent of annual silver supply is a byproduct of copper production, meaning reduced copper output will lower silver production. * Global silver markets are already facing a multi-year deficit, with inventories at London and COMEX vaults declining significantly over the last five years. * The Iran conflict has further squeezed sulfuric acid supplies, exacerbating the potential shortage in key copper-producing regions like Chile.
82. https://www.streetwisereports.com/article/2026/04/13/british-columbia-exploration-co-unlocks-silver-re-rating-potential-with-mexico-silver-results.html - * Mercado Minerals Ltd. announced on April 7, 2026, that it began trading on the OTCQB Venture Market under the symbol MRMNF to improve access for American investors. * The company is advancing its Copalito Project in Sinaloa, Mexico, with a 3,000-meter drilling program targeting four high-priority sites to test remaining vein strike potential. * At the Zamora Project, Mercado plans to bring 30,000 hectares of concessions back into good standing and initiate maiden drilling on 14 high-grade silver-gold vein occurrences. * Analysts from The Gold Advisor view the recent share price pullback as an attractive entry point ahead of potential re-rating driven by upcoming drilling results. * Mercado Minerals has a market capitalization of CA$16.09 million and focuses on the Western silver belt in the Sierra Madre Occidental mining district.
83. https://www.financialcontent.com/article/marketminute-2026-4-14-ppi-inflation-watch-markets-await-data-to-assess-energy-cost-pressures - * US Producer Price Index (PPI) rose 0.5% month-over-month in April 2026, missing the 1.1% forecast but confirming an 8.5% surge in producer energy prices. * The Federal Reserve faces a higher for longer interest rate environment as geopolitical instability in the Middle East and an AI power crunch drive inflationary pressures. * Domestic energy producers like ConocoPhillips and EOG Resources outperform, while energy-intensive sectors such as airlines and manufacturing face margin squeezes. * Market expectations for rate cuts have diminished, with the CME FedWatch tool showing a 40% probability of a rate hike if energy costs leak into core inflation. * Investors are monitoring the lagged effect of energy surcharges on consumer services and the potential for a wage-price spiral.
84. https://www.centerfinplan.com/money-centered/2026/4/7/q1-2026-investment-commentary - * The Federal Reserve maintained interest rates between 3.5% and 3.75% during January and March 2026 meetings despite political pressure and economic uncertainty. * Inflation concerns have resurged due to oil price spikes linked to the war in Iran, causing bond markets to price in potential rate increases before year-end. * Fed officials project one rate cut later in 2026, though internal disagreement persists and leadership transitions could shift policy direction. * Market volatility in Q1 2026 was driven by geopolitical risks, tariff uncertainties, and mixed signals regarding the sustainability of AI spending and private credit liquidity. * The commentary suggests that while short-term rates remain stable, long-term rates and mortgage rates are influenced by supply and demand dynamics.
85. https://www.babypips.com/news/headline-why-a-slumping-housing-market-is-making-the-feds-job-harder-2026-04-14 - Existing US home sales hit a nine-month low in March, prompting the National Association of Realtors to downgrade its 2026 sales forecast. Despite weak sales volume, median home prices remain elevated, keeping shelter inflation above the Federal Reserve's 2% target. This conflicting data creates a policy dilemma for the Fed, which recently voted to hold rates steady while market expectations for 2026 rate cuts have narrowed to just one. The situation influences currency markets, with traders monitoring the divergence between US policy and other central banks.
86. https://investinglive.com/forex/euro-completes-the-round-trip-from-the-start-of-the-iran-war-20260414/ - * The euro has returned to its valuation level at the start of the Iran war, interpreted as a positive sign for peace and market resilience. * The IMF forecasts European GDP growth at 1.1% for the year, down from 1.3% in January, though upside remains if the Hormuz Strait remains open. * Market participants price in a 34% probability of an ECB rate hike on April 30, rising to 87% for the June 11 meeting, with 39 basis points of hikes expected by July. * Technical analysis suggests the euro may face resistance at 1.1834 before potentially returning to 1.2000 if the Iran conflict resolves favourably. * A resolution that leaves Iran with a toll on Hormuz could negatively impact the US dollar by breaking the US monopoly on sea routes.
87. https://www.channelnewsasia.com/world/warsh-powell-fed-reserve-bank-chair-besset-trump-6056541 - * The Trump administration wants a new Federal Reserve chair in place as soon as possible to lead the next cycle of rate adjustments. * Scott Bessent stated that while rates should be cut, policymakers might wait for clarity on the Middle East conflict before acting. * Recent US-Israeli strikes on Iran and subsequent retaliation have blocked the Strait of Hormuz, causing energy and fertilizer price surges. * Rising energy costs have increased gasoline prices in the US, fueling fears of persistent inflation and influencing the Fed's potential rate decisions. * Trump has repeatedly criticized current Fed leadership for not lowering benchmark lending rates aggressively since returning to the White House in January 2025.
88. https://startuptalky.com/news/gold-silver-prices-india-market-close-14-april-2026/ - * Gold and silver prices in India closed lower on April 14, 2026, with 24K gold near ₹1.49 lakh per 10 grams and silver at ₹2.65 lakh per kilogram. * A stronger US dollar and rising crude oil prices exerted downward pressure on domestic bullion markets. * Expectations of prolonged higher interest rates from the US Federal Reserve reduced the appeal of non-yielding assets like gold and silver. * While geopolitical tensions support safe-haven demand, macroeconomic factors and cautious investor positioning limited further upside in the near term.
89. https://www.marctomarket.com/2026/04/optimism-weighs-on-greenback.html - Gold prices extended a recovery to approach $4,800 while silver traded near its best level since March 18. The rally followed the breakdown of US-Iran negotiations and a shift in market sentiment from risk-off to risk-on. Global equities and bonds rallied, with crude oil prices falling to near $95. The US dollar weakened broadly against major currencies including the euro, yen, and Canadian dollar.
90. https://www.defenseworld.net/2026/04/14/ervin-investment-management-llc-purchases-new-shares-in-abrdn-physical-silver-shares-etf-sivr.html - * Ervin Investment Management LLC purchased 7,100 shares of abrdn Physical Silver Shares ETF (SIVR) valued at approximately $480,000 in the fourth quarter. * Wilmington Savings Fund Society FSB, AdvisorNet Financial Inc, and Comerica Bank increased their holdings of the ETF in the third quarter. * Advisory Services Network LLC and Global Retirement Partners LLC acquired new positions in the ETF during the third quarter. * The ETF aims to reflect the performance of silver bullion prices less operational expenses and recently traded down 1.1%.
91. https://chemindigest.com/enlight-metals-enters-solar-mounting-structures-segment/ - Enlight Metals has launched the production of solar mounting structures using a contract manufacturing model to support India's renewable energy sector. The company introduced a portfolio of roll-formed components made from advanced Galvalume steel grades with a lifecycle exceeding 25 years. Manufacturing operations are decentralised across hubs in Pune, Raipur, and Faridabad to ensure scalability and efficiency. The firm is integrating AI for demand forecasting and supply chain optimisation while planning to diversify into cable trays and pre-engineered building components.
92. https://stockhead.com.au/resources/west-coast-chases-deeper-silver-at-elizabeth-hill/ - West Coast Silver has commenced diamond drilling at the Elizabeth Hill project in the Pilbara, targeting extensions of high-grade silver mineralisation beneath historical workings. The program involves up to 1500m of drilling across six holes focused on the Munni Munni Fault, with assay results expected in Q2. Previous 2025 drilling confirmed mineralisation extends beyond the historical mine, and the current campaign aims to test depth and southward extensions. The project has a history of producing 1.2Moz of silver, and the company holds an 180-square-kilometre land package to support further exploration.
93. https://www.marketbeat.com/instant-alerts/hycroft-mining-highlights-brimstone-vortex-high-grade-silver-finds-189m-cash-at-gold-forum-2026-04-13/ - * Hycroft Mining CEO Diane Garrett announced at the European Gold Forum that the company is transitioning the Hycroft Mine in Nevada from heap leaching to sulfide milling to exploit two new high-grade silver systems, Brimstone and Vortex. * Recent drilling has defined over 100 million ounces of silver and 300,000 ounces of gold, increasing total resources by 55% over the last two years, with the company possessing more than 500 million ounces of silver in total. * The company holds $189 million in cash with no debt and plans to begin mining high-grade material at a rate of 3,500 to 5,000 tons per day, while assessing a restart of heap leaching as a revenue bridge. * Hycroft is completing a preliminary economic assessment and metallurgical work on roasting, which could create a third revenue stream from sulfuric acid production amidst potential export restrictions in China.
94. https://ekonomi.haber7.com/ekonomi/haber/3619870-turkiyeden-devrim-gibi-hamle-gumus-pasta-sahaya-indi - * Nanografi has developed and launched Turkey's first domestically produced silver paste for use in solar panel conductive circuits. * The new product reduces lead times from six months to days and aims to lower costs for manufacturers. * Production starts from raw silver ore, creating an integrated facility that reduces logistics burdens and stockpiles. * Initial deliveries to solar panel producers began in February, with plans for international export to compete with Chinese manufacturers. * The technology is also applicable to automotive, white goods, and wearable sensor sectors beyond solar panels.
95. https://kalkinemedia.com/au/stocks/metal-and-mining/bhp-boosts-copper-focus-silver-deal-lifts-asx-20-outlook - * BHP Group has finalised a silver streaming arrangement connected to its interest in the Antamina mine in Peru. * The agreement involves transferring rights to a portion of future silver production in exchange for financial consideration. * This development supports the company's broader strategy of diversifying its commodity mix with a heightened focus on copper. * The move reflects strategic shifts within the global mining sector towards materials essential for electrification and infrastructure. * Antamina remains a key asset in BHP's portfolio, producing copper, zinc, and silver through integrated processing capabilities.
96. https://mining.com.au/silverco-sees-cusi-as-compelling-restart-opportunity/ - * Silverco Mining CEO Mark Ayranto describes the Cusi Mine in Mexico as one of the most compelling primary silver restart opportunities globally following an independent preliminary economic assessment. * The project forecasts an average annual production of 2.5 million ounces of silver-equivalent between 2028 and 2033, with 90% of revenue derived from silver. * Silverco targets a restart of processing late this year, with full ramp-up expected by mid-2027, supported by existing funds and ongoing drilling programs. * Permitting for additional capacity required by the end of 2027 is already in place, and work is underway for mine rehabilitation and contractor bidding.
97. https://skillings.net/antamina-silver-stream-analysis-of-the-4-3b-bhp-wheaton-deal/ - * BHP and Wheaton Precious Metals finalized a $4.3 billion silver streaming agreement for the Antamina mine in Peru in early 2026. * Wheaton secured a 33.75% share of payable silver from BHP's stake, with a step-down to 22.5% after 100 million ounces are delivered. * BHP intends to use the upfront cash to fund copper portfolio expansion and the Jansen potash project in Canada. * The deal consolidates Wheaton's position as a dominant silver streaming entity, adding approximately 70,000 gold equivalent ounces to its annual portfolio. * The transaction commences in the second quarter of 2026, introducing new financial leverage for Wheaton amidst regional operational risks in Peru.
98. https://kalkinemedia.com/uk/news/top-stories/alien-metals-expands-silver-exploration-drive-within-ftse-aim-100 - Alien Metals Limited has started a diamond drilling programme at the Elizabeth Hill Silver Project near Karratha, Western Australia. The activity is being executed by joint venture partner West Coast Silver Limited to test mineralisation extensions beneath historic underground workings. Results are expected progressively through the second quarter of the calendar year. This move aligns with Alien Metals' broader resource development strategy within the Pilbara region.
99. https://stockhead.com.au/news/closing-bell-tech-ressies-and-peace-weak-hopium-keep-asx-in-the-green/ - * Blackstone Minerals (BSX) is set to resume exploration activities at the Mankayan copper-gold-silver project in the Philippines. * The company lifted a cease and desist order issued by the Municipal Mayor of Mankayan after collaborating with local community groups and government bodies. * Blackstone expects to begin drilling programs to support a pre-feasibility study for the 2.8Mt copper, 9.7Moz gold, and 20.4Moz silver project. * This development follows a period of restricted activity involving the company's affiliate, Crescent Mining & Development Corporation.
100. https://www.eqmagpro.com/mnre-revises-almm-list-ii-for-solar-cells-eq/ - * The Ministry of New and Renewable Energy (MNRE) released the sixth revision of ALMM List-II for solar PV cells on April 13, 2026. * The revision aims to ensure high-quality solar components and strengthen domestic manufacturing capabilities. * Prashant Mathur, CEO of Saatvik Green Energy Limited, described the move as a defining moment for India's solar manufacturing ecosystem. * The update reflects a shift towards advanced technologies like Heterojunction and increased investment in domestic cell production. * Saatvik Green Energy Limited is developing a Greenfield integrated manufacturing facility in Odisha with 4.8 GW of solar cell capacity.
101. https://skillings.net/silvercos-cusi-pea-mexico-update-timeline-and-key-risks/ - * Silverco Mining released a Preliminary Economic Assessment (PEA) for its Cusi Mine in Chihuahua, Mexico, on April 13, 2026. * The project targets a restart with an initial capital expenditure of US$19.2 million, leveraging existing milling capacity and underground infrastructure. * Silverco aims to achieve full-year production by 2027, supported by a resource estimate of 41.2 million ounces of silver equivalent. * The company outlines key risks including jurisdictional regulatory shifts in Mexico, inflationary pressures on equipment costs, and geological continuity. * Cusi is part of a dual-track strategy alongside the La Negra acquisition to become a 10-million-ounce-per-year silver producer.
102. https://www.mercomindia.com/solar-cell-capacity-under-almm-list-ii-rises-to-29-gw - * The Ministry of New and Renewable Energy raised the Approved List of Models and Manufacturers (ALMM) List-II solar cell capacity to 29,306 MW, an increase of 2,829 MW since February. * Reliance Industries added 1,238 MW of heterojunction technology (HJT) solar cells from its Gujarat facility, achieving an average efficiency of 25.4%. * Jupiter Solartech enlisted 991 MW of mono PERC bifacial cells from its new Himachal Pradesh facility, with an average efficiency of 23.7%. * The expansion reflects growing industrial applications of silver in photovoltaic cells and advancements in solar panel manufacturing technology within India.
103. https://thediplomat.com/2026/04/southeast-asias-solar-panel-boom/ - * Vietnam has become the second-largest global producer of solar panels, with exports rising from $2.1 billion in 2017 to nearly $8 billion in 2023. * Thailand and Malaysia account for 5 percent and 4 percent of world solar panel exports respectively, with Thailand having a production capacity of roughly 10 GW per year. * Indonesia is emerging as a new player with 10 GW of solar cell and panel production capacity built or under construction in Batam, Central and West Java. * The region's growth is driven by Chinese investment and favorable policies, though the US has threatened anti-dumping measures on panels made in Southeast Asia.
104. https://www.fxstreet.com/news/fed-flat-curve-and-data-dependent-rate-cuts-bny-202604140708 - * BNY Mellon's John Velis notes market-implied US policy rates are virtually flat through end-2026. * The outlook reflects uncertainty regarding growth, inflation, and the ongoing conflict. * FOMC participants foresee eventual rate cuts if inflation declines and the war cools. * Some policymakers maintain a case for further hikes if inflation remains above target. * Rate cuts are expected if oil prices peak and decline following a partial resumption of supply.
105. https://londonlovesbusiness.com/silver-touches-76-is-it-time-to-take-profits-or-seize-the-opportunity/ - * Silver prices are trading in a sensitive zone near $76 per ounce after touching a daily low of $72.61, reflecting weak bullish momentum. * Analysts attribute recent price restraint to persistent inflationary pressures and the Federal Reserve's stance on keeping interest rates higher for longer. * Geopolitical tensions involving the United States and Iran have strengthened the US dollar, putting direct pressure on silver despite typical safe-haven demand. * Long-term industrial demand from clean energy and technology sectors remains strong, though short-term outlooks lean bearish due to a strong dollar and tight monetary policy. * The outlook suggests a trading range between $72 and $76 in the near term, with a breakout above $80 required for a bullish scenario.
106. https://bitcoinworld.co.in/federal-reserve-flat-yield-curve-rate-cuts/ - * BNY Mellon's research team outlines the Federal Reserve's cautious, data-dependent strategy for potential interest rate adjustments in 2025. * The analysis notes that a persistently flat yield curve complicates monetary policy transmission and affects banking sector profitability. * Strategists emphasize monitoring core inflation, wage growth, and financial conditions indexes to guide future policy decisions. * The report details implications for equity, bond, and currency markets, as well as specific sectors like banking and real estate. * Global coordination challenges are highlighted, with references to the European Central Bank and Bank of Japan influencing US policy.
107. https://bitcoinworld.co.in/dow-jones-futures-oil-inflation-us-iran-talks/ - Dow Jones Industrial Average futures climbed 1.2% in pre-market trading on March 20, 2025, driven by falling crude oil prices and optimism over potential US-Iran diplomatic talks. Lower energy costs are expected to ease inflation pressures, influencing Federal Reserve interest rate expectations and boosting sectors like industrials and consumer discretionary. Market participants are monitoring OPEC+ output levels and strategic reserve releases as key supply factors. Bond yields have edged lower, reflecting adjusted inflation forecasts, while the energy sector within the S&P 500 shows relative weakness.
108. https://www.investing.com/news/stock-market-news/ubs-rate-hike-expectations-may-be-overestimated-amid-energy-shock-93CH-4612263 - * UBS analysts suggest market expectations for policy rate increases are overstated due to yield curve movements following the energy shock. * The bank notes that bear flattening in yield curves complicates the assessment of monetary policy versus risk premiums in G10 markets. * UBS indicates the Federal Reserve and Bank of England are more likely to delay rate cuts rather than implement hikes this year given Middle East conflict conditions. * The firm has trimmed UK GDP forecasts to 0.6% for this year and 1.1% for next year. * Clarity on central bankers' views is expected at upcoming International Monetary Fund meetings involving Chair Powell and President Lagarde.
109. https://skillings.net/bullion-blues-gold-and-silver-face-weekly-retraction-amid-inflation-fears/ - * Gold slipped below $5,100 per ounce and silver dropped nearly 5% to $80 as inflation data and geopolitical risks shifted market sentiment. * The Federal Reserve's hawkish stance on interest rates remains 'higher for longer', increasing the opportunity cost for non-yielding precious metals. * Silver's decline was steeper due to softening industrial demand, while gold's retraction is viewed as a healthy consolidation before a potential second-half recovery. * Analysts note a 'normalization period' where markets are reconciling high interest rates with previous speculative fervor, though long-term demand remains resilient.
110. https://londonlovesbusiness.com/dollar-weakens-as-diplomatic-talks-hopes-ease-inflation-concerns-and-weigh-on-yields/ - * The dollar index declined to multi-week lows on Tuesday amid improved risk sentiment. * Talks between the US and Iran may resume, easing concerns over supply disruptions and oil prices. * Softer inflation expectations led to a decline in long-term Treasury yields and softened monetary policy outlooks. * Interest rate forecasts remain cautious with rates expected to stay unchanged pending upcoming producer price data. * Market attention now focuses on Federal Reserve comments and potential upside surprises in inflation data.
111. https://bitcoinethereumnews.com/finance/when-is-the-us-ppi-data-for-march-and-how-could-it-affect-eur-usd/?utm_source=rss&utm_medium=rss&utm_campaign=when-is-the-us-ppi-data-for-march-and-how-could-it-affect-eur-usd - * US Producer Price Index (PPI) data for March is scheduled for release at 12:30 GMT. * Estimates indicate headline PPI growth of 4.6% year-on-year and a 1.2% monthly increase. * Higher producer inflation is expected to discourage Federal Reserve officials from reducing interest rates. * EUR/USD trades near 1.1800 with a constructive near-term bias supported by technical indicators. * Market expectations for US interest rate hikes are influenced by potential US-Iran ceasefire prospects.
112. https://www.washingtonexaminer.com/news/senate/4528054/senate-kevin-warsh-federal-reserve-confirmation-hearing-next-week/ - * Senate Banking Committee Chairman Tim Scott announced a confirmation hearing for Kevin Warsh's nomination as Federal Reserve chairman next week. * Warsh would replace Jerome Powell, who faces pressure from President Donald Trump to cut interest rates amid rising inflation. * Retiring Senator Thom Tillis vowed to block Trump's nominees until the Justice Department investigation into Powell concludes. * Recent inflation data driven by higher oil prices has reduced the likelihood of further interest rate cuts this year. * The hearing will address the economy, price stability, inflation, and Federal Reserve independence.
113. https://www.theglobeandmail.com/investing/markets/stocks/NLR-A/pressreleases/1278707/brixton-metals-is-this-high-grade-silver-project-entering-a-major-growth-phase/ - * Brixton Metals is conducting aggressive drilling across four assets in Ontario with a focus on delineating a maiden silver resource. * Recent results from the Langissilver project show strong silver intercepts, with some grades reported at approximately double earlier samples. * The company plans to add a second drill rig by early summer 2026 to expand the program and target a potential resource of 20 to 30 million ounces. * Brixton Metals has implemented a share consolidation to improve its capital structure while benefiting from rising industrial and investment demand for silver.
114. https://resourceworld.com/silverco-tables-pea-results-for-cusi-mine-in-mexico/?utm_source=rss&utm_medium=rss&utm_campaign=silverco-tables-pea-results-for-cusi-mine-in-mexico - Silverco Mining Ltd. released a preliminary economic assessment for the Cusi mine in Mexico indicating a potential restart in late 2026. The project targets annual production of 2.5 million ounces of silver with an upfront capital requirement of less than US$20 million. CEO Mark Ayranto described the site as a compelling primary silver restart opportunity globally. The company currently has sufficient funds to finance the restart and continue its drilling program.
115. https://economictimes.indiatimes.com/news/international/us/why-are-gold-and-silver-prices-down-and-will-gold-drop-to-4500-and-silver-slip-to-70-analysts-insights-market-outlook-and-what-should-investors-do-now/articleshow/130237167.cms - * Gold and silver prices dropped following a US blockade of Iranian ports, which pushed oil above $100 per barrel and reignited inflation fears. * Rising oil prices and a stronger US dollar have reduced expectations for Federal Reserve rate cuts, with the probability of a December cut falling to 16%. * Spot gold fell 0.8% to $4,711.51 per ounce, while spot silver declined 2.3% to $74.14 per ounce, as high interest rates weigh on non-yielding metals. * Analysts warn that a break below $4,500 for gold could open the path toward $4,100, with silver potentially slipping toward $70 if pressure continues.
116. https://kalkinemedia.com/us/news/market-updates/dow-jones-industrial-average-futures-fall-as-geopolitical-tensions-shake-market-sentiment - US stock futures declined ahead of the week's opening amid escalating geopolitical tensions involving potential naval blockades in the Strait of Hormuz. Rising inflation data and concerns over energy supply disruptions contributed to a cautious market tone. Traders reassessed interest rate expectations and monetary policy trajectories in response to the combined pressure of external instability and domestic economic indicators.
117. https://investinglive.com/news/rate-hike-bets-increase-after-the-failed-us-iran-talks-as-energy-prices-remain-elevated-20260413/ - * Traders have increased bets on rate hikes by major central banks following the collapse of US-Iran peace talks in Islamabad. * WTI crude oil prices surged above $100, driven by fears of conflict escalation and a potential naval blockade on Iranian shipping. * Elevated energy prices are reigniting inflation concerns, creating a risk of stagflation as supply shocks complicate monetary policy decisions. * Policymakers maintain a data-dependent stance, though markets anticipate multiple rate hikes by year-end despite recession risks.
118. https://kalkinemedia.com/us/news/market-updates/dow-jones-industrial-average-futures-fall-as-geopolitical-tensions-shake-market-sentiment - US stock futures declined ahead of the week's opening amid escalating geopolitical tensions involving potential naval blockades in the Strait of Hormuz. Rising inflation data and concerns over energy supply disruptions contributed to a cautious market tone. Traders reassessed interest rate expectations and monetary policy trajectories in response to the combined pressure of external instability and domestic economic indicators.
119. https://www.investorideas.com/news/2026/mining/04131-silver-supply-legal-costs-australia.asp - * On February 27, 2026, Australia's Federal Court issued a landmark ruling in Davey v Northern Territory, awarding AU$54.7 million in native title compensation to Traditional Owners of lands encompassing the McArthur River Mine. * The ruling explicitly quantifies cultural loss as a compensable category, increasing legal and financial risks for future mining expansions on Indigenous lands. * The decision is seen as a precedent that could raise costs and extend timelines for mining projects, particularly in Australia's silver-producing regions. * Australia produced 38.8 Moz of silver in 2024, with significant operations such as Cannington and Dugald River affected. * Multiple jurisdictions globally, including Mexico, Canada, and Peru, are also increasing legal and regulatory hurdles related to indigenous land rights, affecting silver supply development.
120. https://www.sondakika.com/guncel/haber-yerli-gumus-pasta-uretimi-basladi-19745101/ - - Gümüş pasta, güneş hücrelerinden elektriği toplayan iletim hatlarını oluşturan malzeme olarak yerli üretime başladı. - Nanografi şirketi tarafından geliştirildi, daha önce tamamen ithal ediliyordu. - Ürün, otomotiv, beyaz eşya ve elektronik sektörlerinde de kullanılıyor. - İlk teslimatlar başladı, ticarileşme sürecine girdi. - Çin'in güçlü rekabetine karşı yerli üretimin önemi vurgulandı.
121. https://bitcoinethereumnews.com/finance/fed-on-hold-as-energy-shock-lifts-inflation-deutsche-bank/?utm_source=rss&utm_medium=rss&utm_campaign=fed-on-hold-as-energy-shock-lifts-inflation-deutsche-bank - - Deutsche Bank reports the Federal Reserve left interest rates unchanged at 3.50%-3.75% in March. - The Fed anticipates a 25 bp cut in September. - US inflation has risen to 3.3%, with forecasts of 2.5% in 2026. - Energy risks, including a potential Strait of Hormuz blockade, could push Brent crude toward USD 120. - Markets expect modest easing, with a probability of rate cut at 24%.
122. https://www.pv-magazine-india.com/2026/04/13/enlight-metals-starts-production-of-solar-mounting-structures/ - * Enlight Metals, a Pune-based company, starts manufacturing solar mounting structures using Galvalume steel grades. * The initial product range includes roll-formed components such as C-channels, Z-sections, and structural pipes. * Production leverages a contract manufacturing model supported by partners in Pune, Raipur, and Faridabad. * Structures are made from solar-grade steel with yield strengths above 550 MPa, for use in utility-scale solar projects of over 25 years. * The company employs AI-driven demand forecasting and supply chain optimisation to enhance efficiency. * Enlight Metals plans to expand product offerings to include cable trays and PEB components.
123. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-holds-majority-losses-near-74-as-fears-of-hawkish-fed-outlook-revives-202604130613 - * Silver price recovers to around $74.35 during Monday's European trading session, still nearly 2% down. * The pressure on silver is linked to fears of hawkish Fed outlooks due to rising oil prices and inflation expectations. * Tensions between the US and Iran have increased oil prices, influencing inflation and monetary policy expectations. * Traders are pricing in possible interest rate hikes by the Federal Reserve following inflation and oil price developments. * Technical analysis indicates the silver market remains neutral with support near $73.74 and resistance at $75.05.
124. https://marketrebellion.com/news/daily-iv-report/pre-market-iv-report-april-13-2026/ - * Market data reports increased implied volatility for various energy, metals, and technology stocks, with specific focus on oil, silver, and gold ETFs. * Oil-related options exhibit high implied volatility, with USO, XLE, XOM, CVX, and others indicating market anticipation of significant price movements. * Silver and gold ETFs (SLV, GDX) also show elevated implied volatility levels. * Notable options activity surrounds major corporations such as JPMorgan, Johnson & Johnson, Wells Fargo, and BlackRock, ahead of quarterly earnings reports. * Several stocks and ETFs report unusual volume shifts, with focus on energy, precious metals, and select technology stocks and Bitcoin trades.
125. https://www.americanbankingnews.com/2026/04/13/great-western-mining-longwmo-trading-12-1-higher-heres-why.html - * Great Western Mining (LON:GWMO) traded up 12.1% during mid-day trading on Monday.* * The stock reached GBX 2.29 and last traded at GBX 2.23.* * The company is focused on exploiting its gold and silver prospects in Nevada, US.* * Active exploration and development programme ongoing.* * Holds a JORC-compliant copper resource of 4.3 million tonnes at 0.45% copper.*
126. https://solarquarter.com/2026/04/13/odisha-cm-mohan-charan-majhi-inaugurates-ampin-jupiter-solar-manufacturing-facility-in-bhubaneswar/ - * Odisha Chief Minister Mohan Charan Majhi inaugurated an integrated solar cell and module manufacturing facility in Bhubaneswar on April 8, 2026. * The facility is developed by Jupiter International Limited and AMPIN Energy Transition Private Limited under their joint venture, AMPIN Solar One Private Limited. * The project aims to strengthen domestic solar manufacturing infrastructure and support India’s clean energy goals. * Statements from Jupiter International Limited emphasise the facility's role in enhancing India's renewable energy manufacturing capability. * The initiative involves collaboration between industry and government to promote self-reliance in solar manufacturing.
127. http://www.kakiforex.com/2026/04/gold-momentum-fails-us-iran-conflict.html - * Gold prices struggled, falling 0.54% since Monday to $4,723 amid rising energy prices and inflation concerns in early Asian trading. * WTI crude oil surged around 8.5% to nearly $98 per barrel following geopolitical tensions between the US and Iran. * US restrictions on maritime traffic in the Strait of Hormuz and Iranian ports are expected to disrupt oil trade flows. * US CPI data showed inflation rising to 3.3% annually in March, supporting the Fed's stance on maintaining high interest rates. * Tensions and inflation data are influencing market sentiment on interest rate expectations and precious metals outlook.
128. https://www.fxstreet.com/news/gold-bulls-seem-hesitant-as-failed-us-iran-talks-and-hawkish-fed-bets-support-usd-202604130428 - * Gold rebounds from a four-day trough, with support from US dollar movement and geopolitical developments. * US and Iran negotiations stall, keeping geopolitical risks heightened in the Middle East. * US CPI inflation surged in March, leading to expectations of interest rate hikes. * US Treasury yields and US dollar sentiment strengthen, capping gold upside potential. * Technical analysis indicates near-term bearish bias, with resistance at around $4,732.63.
129. https://www.business-standard.com/markets/commodities/gold-price-falls-10-to-1-52-830-silver-down-100-trading-at-2-59-900-126041300062_1.html - * Gold prices declined ₹10 in India, with 10 grams of 24-carat gold trading at ₹1,52,830. * Silver fell ₹100 to ₹2,59,900 per kilogram in India. * US gold prices dropped to a near one-week low due to a stronger dollar and inflation worries, with spot gold down 1.1% to $4,694.30 per ounce. * Other metals, including silver, platinum, and palladium, experienced price changes. * The article discusses the impact of US dollar strength and inflation concerns on precious metals prices.
130. https://skillings.net/bc-regulatory-shock-premier-eby-suspends-parts-of-indigenous-rights-law/ - * British Columbia Premier David Eby announced a temporary suspension of sections of DRIPA due to legal uncertainty affecting mineral claims. * The suspension aims to provide a 'legal bridge' until the Supreme Court rules on DRIPA's constitutionality. * The move follows a 2025 court ruling that the online mineral registration system violates Indigenous consultation rights. * Industry faces delays and backlog in mineral title processing, impacting exploration activities. * Indigenous leaders condemned the suspension as a betrayal of reconciliation efforts.
131. https://www.goodreturns.in/news/gold-rate-in-india-climbs-amid-us-iran-crisis-mcx-gold-prices-up-what-next-for-bullion-today-13april-1501913.html - - Gold rates in India increased across 18K, 22K, and 24K segments supported by global uncertainty, with gains in physical and MCX prices. - US-Iran crisis, including US Navy's Strait of Hormuz blockade, heightened tensions and safe-haven demand. - International gold prices, including COMEX, closed with gains of nearly 3%, maintaining support levels within technical ranges. - Analysts suggest downside risks if prices fall below certain support thresholds. - The trend indicates sustained investor interest in safe-haven assets amid geopolitical instability.
132. https://thewest.com.au/business/the-economist/the-economist-americas-next-fed-chair-is-caught-in-a-vice-c-22131234 - * Jerome Powell remains Fed chair amid political pressures and an ongoing DoJ investigation, with uncertainty over his tenure. * Rising oil prices due to Iran conflicts and inflation data influence US monetary policy outlook. * Inflationary pressures are higher in services and goods outside housing, complicating rate decisions. * Kevin Warsh's rate-cutting stance opposed by Fed officials, citing inflation risks and AI investment effects. * Powell indicates potential for extended chairmanship beyond May, influenced by political and legal considerations.
133. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-falls-below-7300-as-fed-cuts-bets-fade-on-oil-202604130030 - * Silver (XAG/USD) drops over 2.5%, trading around $73.80 during Asian hours. * The metal loses appeal due to rising energy prices caused by the shutdown of the Strait of Hormuz. * US President Trump announces blockades of ships entering/exiting the Strait following US–Iran tensions. * Crude oil prices rise with WTI trading about 7.5% higher near $97.10 per barrel. * US CPI data for March reinforces the Federal Reserve’s stance on higher interest rates.
134. https://investinglive.com/commodities/hopium-a-second-round-of-us-iran-talks-could-be-held-within-days-wsj-cite-officials-20260412/ - * US–Iran talks in Islamabad ended without agreement, but diplomacy persists. * Regional actors are pushing for another round and ceasefire extension. * Key issues include Hormuz access, nuclear enrichment, and frozen Iranian funds. * Oil market risks re-emerge, with markets reassessing ceasefire prospects and energy flows. * Safe-haven assets like USD and gold gain amid geopolitical risk.
135. https://meyka.com/blog/april-12-orban-flags-energy-shock-tax-caution-as-hungary-votes-1204/ - * Viktor Orban warned that Middle East disruptions and shipping delays could trigger an energy price shock, raising inflation and interest rates. * He urged caution on new taxes risking layoffs, while maintaining price caps and profit limits. * High Hungary election turnout suggests policy continuity, impacting sector risks for banks, retailers, and multinationals. * European energy shocks could raise Canadian fuel and energy prices, influencing inflation and Bank of Canada policy. * Shipping delays may increase costs and inventory risks for Canadian retailers and manufacturers. * Policy stability in Hungary could affect European financial conditions and Canadian companies with EU exposure. * Investors should consider diversified commodity, rate-sensitive bonds, currency hedges, and risk limits.
136. https://finance.yahoo.com/economy/policy/articles/bond-traders-snap-back-inflation-190000414.html - * Bond market shifts attention to inflation due to fragile US-Iran ceasefire and rising energy costs. * Consumer prices in March rose the most since 2022, pushing 10-year Treasury yields above 4.3%. * Investors expect interest rates to stay higher for longer, delaying Fed rate cuts. * US payrolls increased in March, and unemployment dipped to 4.3%, indicating a stable labour market. * Market expectation for Fed rate cuts has been pushed back to mid-2027. * Uncertainty about oil prices and geopolitical tensions affects the Treasury curve front end.
137. https://metalsandminers.substack.com/p/the-7-trillion-floor-its-50-above - * The Federal Reserve has ended its balance sheet runoff and resumed expansion, indicating a shift to an expansionary monetary policy. * The Fed's balance sheet remains more than 50% above pre-pandemic levels, with the system now structurally dependent on perpetual monetary expansion. * This move involves currency debasement through sovereign debt purchases, masking debt monetization as "reserve management." * The policy shift signifies a permanent higher floor for the balance sheet, increasing currency debasement risks. * The article highlights implications for capital preservation and the importance of positioning in monetary metals and hard assets.
138. https://www.tradingkey.com/analysis/economic/central-banks/261773457-white-house-warsh-federal-reserve-market-impact-tradingkey - * Recent reports indicate the White House's confidence in Kevin Warsh's appointment as Federal Reserve Chair in May. * Warsh faces uncertainties from Senate proceedings and judicial inquiries, affecting confirmation timelines. * Market perceives Warsh as more hawkish with a focus on inflation control, potentially impacting interest rate expectations. * If confirmed, initial market reactions may include US dollar strengthening, Treasury yields rising, and pressure on gold and growth stocks. * Ongoing political and judiciary processes may influence Fed independence and policy credibility, affecting bond and stock valuations.
139. https://www.ad-hoc-news.de/boerse/news/ueberblick/silver-s-critical-juncture-physical-scarcity-meets-a-policy-pause/69130445 - * Silver's weekly gain exceeds 4%, driven by physical shortage and shifting Fed rate cut expectations. * Markets anticipate the April FOMC meeting, with 86% confidence rates will remain unchanged. * COMEX silver inventories show a tight coverage ratio of 13.2%, amid a persistent supply-demand imbalance. * The Silver Institute forecasts a sixth consecutive supply deficit in 2026, with demand rising faster than supply. * Investment demand for physical silver projected to increase 20% this year, alongside high industrial consumption. * Geopolitical tensions and regional conflicts, such as U.S.-Iran ceasefire and Middle East instability, influence inflation and commodity markets. * Technical analysis shows silver consolidating support near $81, with key resistance at $83.75, awaiting clarity from upcoming policy signals.
140. https://finance.yahoo.com/markets/commodities/articles/silver-just-had-positive-week-013700890.html - * Silver increased over 5% to $76.70 on April 8 following a US-Iran ceasefire. * The ceasefire alleviated energy-driven inflation concerns, influencing rate expectations. * Silver had previously fallen 18% since February 28 and 37% from its January peak. * The conflict impacted oil prices, inflation expectations, and Treasury yields, affecting silver's demand. * Silver's dual role as a precious and industrial metal contributes to its volatility and potential. * Industrial demand from solar and electric vehicle sectors remains strong, with rising Chinese imports. * Supply deficits persist, with inventory levels remaining tight in the market.
141. https://finance.yahoo.com/markets/currencies/articles/dollar-weakens-ahead-us-iran-193259310.html - * The dollar index declined by -0.15% on Friday, influenced by weaker US inflation data and geopolitical prospects. * US March CPI rose +3.3% y/y, below expectations, and consumer sentiment hit a record low. * US interest rate hike odds remain at 2%, with expectations of a rate cut in 2026. * Euro reached a 5-week high, supported by dollar weakness and rising German bond yields. * USD/JPY increased slightly as safe-haven demand decreased, despite mixed Japanese producer price data.
142. https://metalsandminers.substack.com/p/the-unpredictability-doctrine-why - * The article argues that recent Middle East ceasefire is a risk-off catalyst for equities, contradicting mainstream analysis. * It claims President Trump's unpredictability increases global geopolitical uncertainty, hurting traditional risk assets. * The environment favours gold and silver due to instability and systemic risks. * The macroeconomic backdrop includes an imminent M2 money supply expansion and dollar debasement, supporting precious metals. * The article suggests this dynamic will propel a new leg of the monetary metals supercycle.
143. https://www.iranherald.com/news/278976125/march-cpi-spikes-0-9-as-fuel-costs-rise-rate-cuts-in-doubt - * U.S. Consumer Price Index increased 0.9% in March, the largest since June 2022, driven by rising fuel costs. * Inflation rise driven by surges in crude oil, gasoline, and diesel prices due to Middle East conflict and geopolitical tensions. * Core CPI rose 0.2%, with a 2.6% year-on-year increase, reflecting inflationary pressures excluding volatile components. * Federal Reserve maintained interest rates at 3.50%–3.75%; some policymakers consider future rate hikes due to inflation concerns. * Rising energy prices threaten consumer purchasing power and may impact future Federal Reserve rate policy decisions.
144. https://blockzeit.com/de/die-schulden-todesspirale-naht-ist-der-us-dollar-am-ende/ - * Outgoing foreign countries sell US Treasuries, pushing yields higher. * The 10-year US Treasury yield is at 4.297%, with risks of reaching 4.6-4.8%. * US debt stands at 40 trillion dollars, risking a debt spiral if interest rates rise. * The Federal Reserve may resort to money printing to prevent market collapse. * Investors consider asset protection via gold, silver, and Bitcoin.
145. https://beincrypto.com/us-cpi-misses-bitcoin-surges-72k/ - * US Consumer Price Index (CPI) for March rose 3.3% year-over-year, below forecast. * Core CPI increased 2.6% annually, below consensus. * Softer inflation data led Bitcoin to jump above $72,300. * March inflation reflects oil price shock linked to Iran conflict. * Federal Reserve rate outlook remains steady despite inflation data. * Market suggests potential for rate cuts later in 2026 if core inflation remains subdued.
146. https://www.goodreturns.in/news/gold-price-today-in-india-up-rs-13600-100g-24k-22k-18k-akshaya-tritiya-silver-price-today-april-1501769.html - * Gold in India surged by Rs 136 per gram over two days, reaching Rs 15,284 for 24K gold on April 11. * Silver in India remained stable at Rs 260 per gram after previous volatility. * Geopolitical developments, including Iran-US tensions, influenced investor sentiment and bullion prices. * Gold sentiment mirrored global trends, with short-term outlook anticipated to be range-bound, impacted by geopolitical and economic signals. * Gold prices may fluctuate based on ceasefire developments and inflation trends, with potential for instability in the short term.
147. https://europeanbusinessmagazine.com/business/finance-us-inflation-two-year-high-iran-war-energy/?utm_source=rss&utm_medium=rss&utm_campaign=finance-us-inflation-two-year-high-iran-war-energy - * As of 10 April 2026, US CPI reached its highest since 2024 due to the Iran war energy shock. * Energy prices, transportation, food logistics, and services inflation have increased. * The surge impacts Federal Reserve rate expectations and European Central Bank policies. * The inflation is supply-driven, complicating monetary policy responses. * European markets react to US inflation data with rising bond yields and constrained ECB policy options.
148. https://chemindigest.com/jupiter-and-ampin-collaborate-for-solar-cell-and-module-facility-in-bhubaneswar/ - * Jupiter International and AMPIN Energy Transition establish a 1.3 GW solar manufacturing facility in Bhubaneswar, Odisha. * The facility aims to boost India’s domestic solar production and is supported by the Government of India’s PLI scheme. * The plant will supply solar modules to both in-house projects and third-party developers, strengthening supply chains. * The partnership aims to create a self-reliant solar manufacturing ecosystem in India. * Executive Alok Garodia emphasised the facility's role in building a resilient energy transition infrastructure.
149. https://www.business-standard.com/markets/commodities/gold-price-climbs-10-to-1-52-360-silver-up-100-trades-at-2-60-100-126041100125_1.html - * Gold prices rose by ₹10 in India, with 10 grams of 24-carat gold trading at ₹1,52,360. * Silver prices increased by ₹100 per kilogram, trading at ₹2,60,100 in India. * US gold prices climbed 0.3% to $4,778.89 per ounce following US-Iran ceasefire news. * Gold market responded to weakened US dollar and geopolitical developments, with weekly gains for gold and silver. * Market analysts suggest potential for gold recovery to $5,000 on geopolitical optimism.
150. 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.
151. 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.*
152. 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.
153. 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.
154. 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.
155. 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.
156. 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.
157. 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.
158. 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.
159. 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.
160. 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.
161. 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.
162. 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.
163. 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.
164. 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.*
165. 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.
166. 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."
167. 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.
168. 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.
169. 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.
170. 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.
171. 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.
172. 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.
173. 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.
174. 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.
175. 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.
176. 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.
177. 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.
178. 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.
179. 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.
180. 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.
181. 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.']
182. 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.
183. 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.
184. 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.
185. 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.
186. 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.*
187. 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.
188. 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.
189. 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.
190. 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.
191. 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.
192. 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.
193. 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
194. 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.
195. 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.
196. 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.
197. 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.
198. 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.
199. 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.']
200. 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.
201. 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.
202. 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.
203. 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.
204. 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.
205. 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.
206. 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.
207. 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.
208. 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.
209. 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.
210. 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.*
211. 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.
212. 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.*
213. 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.
214. 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.
215. 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.
216. 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.
217. 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.
218. 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.
219. 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.
220. 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%.
221. 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.
222. 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.
223. 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.']
224. 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.
225. 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.*
226. 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.
227. 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%.
228. 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.
229. 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.
230. 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.
231. 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.
232. 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.
233. 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.
234. 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.
235. 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.
236. 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.
237. 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.
238. 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.
239. 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.
240. 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.
241. 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.
242. 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.
243. 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.
244. 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.
245. 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.
246. 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.
247. 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.
248. 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.
249. 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.
250. 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.
251. 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.
252. 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.
253. 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.']
254. 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.
255. 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.
256. 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.
257. 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.
258. 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.
259. 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.
260. 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.
261. 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.
262. 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.
263. 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.
264. 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.
265. 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.
266. 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.']
267. 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.*']
268. 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.
269. 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.
270. 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.
271. 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.
272. 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.
273. 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.
274. 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.
275. 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.
276. 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.
277. 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.
278. 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.
279. 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.
280. 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.
281. 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.
282. 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.
283. 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.
284. 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.
285. 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.
286. 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.*
287. 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.']
288. 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.
289. 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.*
290. 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.
291. 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.
292. 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.
293. 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.
294. 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.
295. 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.
296. 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.
297. 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.
298. 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.
299. 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.
300. 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.
301. 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.
302. 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.
303. 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.
304. 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.
305. 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.
306. 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.
307. 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.
308. 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.*
309. 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.
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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.
326. 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.
327. 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.
328. 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.
329. 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.
330. 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.
331. 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']
332. 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.
333. 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.
334. 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.*
335. 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.
336. 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.
337. 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.
338. 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.
339. 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.
340. 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.
341. 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.
342. 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.*
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.
349. 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.
350. 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.*
351. 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.*
352. 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.
353. 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.
354. 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.
355. 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.
356. 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.
357. 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.
358. 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.
359. 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.
360. 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.
361. 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.
362. 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.
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.
368. 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.*
369. 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.
370. 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.
371. 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.
372. 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.
373. 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.']
374. 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.
375. 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.
376. 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.
377. 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.
378. 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).
379. 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.
380. 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.
381. 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.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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.']
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. 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.
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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%.
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.
424. 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.
425. 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.
426. 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.
427. 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%.
428. 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.
429. 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.
430. 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.
431. 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.
432. 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.
433. 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.
434. 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 $121 per ounce in early 2026.* *Americore Resources is advancing the Trinity Silver Project in Pershing County, Nevada, with a drill campaign planned for Q2 2026.* *The company expanded historic silver resources to over 36 million ounces of Silver Equivalent.*
435. https://www.etftrends.com/gold-silver-investing-content-hub/silver-structural-deficit-navigate-volatility-dual-asset-approach/ - ['* Silver enters its sixth consecutive year of a structural supply deficit due to global production lagging behind demand for clean energy and AI infrastructure.', "* The metal's role in solar panels and EV electronics sustains its fundamental support despite short-term volatility.", '* Investors can use the Sprott Silver Miners & Physical Silver ETF (SLVR), which combines physical bullion and mining equities, to navigate markets.', "* Silver's price has increased just over 4% this year, remaining resilient despite market fluctuations.", "* Supply and demand dynamics, alongside ongoing global electrification, underpin silver's enduring appeal."]
436. https://gestion.pe/economia/empresas/volcan-mas-alla-de-romina-minera-impulsa-otro-proyecto-por-us-2419-millones-en-minas-polimetalicas-en-junin-noticia/ - • Volcan Compañía Minera presentó un Estudio de Impacto Ambiental en Perú para integrar minas existentes. • La inversión total es de US$ 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.
437. 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.
438. 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.
439. 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.
440. 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.']
441. 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%.
442. 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.
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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%.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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%.
471. 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.
472. 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
473. 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.
474. 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.
475. 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.']
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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.
482. 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.
483. 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.
484. 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.
485. 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.
486. 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.
487. 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.
488. 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.
489. 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.*
490. 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.
491. 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.
492. 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
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.
498. 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.
499. 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.
500. 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.