Commodities Report: Silver futures | 2026-04-18 23:30 UTC [KXRD] | Bullish | tightening

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1. https://www.foreignpolicyjournal.com/2026/04/18/donald-trump-threatens-to-fire-jerome-powell-if-the-fed-chair-stays-on-as-governor/ - President Donald Trump stated he would fire Federal Reserve Chair Jerome Powell if the outgoing leader stays on the Board of Governors after his chairmanship ends on May 15. Trump claims Powell is doing a bad job and should lower interest rates. Powell plans to remain until the Justice Department resolves a probe into cost overruns at the Fed headquarters. Legal experts note the Federal Reserve Act requires cause for removal, making the action potentially illegal. Markets fear a sell-off if Trump attempts to fire Powell, as Fed independence is crucial for US monetary policy credibility.
2. https://diariocorreo.pe/edicion/arequipa/gobierno-autoriza-inicio-de-explotacion-de-tia-maria-luz-verde-para-operar-el-tajo-la-tapada-noticia/ - The Peruvian Ministry of Energy and Mines (Minem) formally authorised the commencement of the first stage of the Tia Maria mining project, specifically the La Tapada pit, operated by Southern Peru Copper Corporation. The decision, issued on 17 April via Resolution No. 0194-2026-MINEM/DGM, followed verification of technical documentation, environmental certification by Senace, and land ownership credentials. Minem determined that prior consultation with indigenous communities was not required as no such populations reside in the direct area of influence. The company must now comply with occupational safety regulations and environmental management commitments.
3. https://thinicemacroeconomics.substack.com/p/wallers-warning - Fed Governor Christopher Waller issued a hawkish warning regarding persistent inflation driven by tariffs, immigration restrictions, and the Middle East war. Despite Waller's signal, the author maintains the Fed will remain behind the inflation curve. Separately, Hungary's election victory for the pro-EU Tisza party is noted as a geopolitical shift strengthening the euro.
4. https://www.indexbox.io/blog/central-banks-execute-divergent-gold-strategies-as-market-views-shift/ - Central banks are executing divergent strategies regarding gold reserves. The Bank of France sold 129 tonnes held in the US and repurchased them in Europe for profit. China added five tonnes to its holdings in March, while Turkey monetized 118 tonnes. Analysts note a broader trend of shifting reserves from dollars to gold, driven by BRICS+ demand, with gold positioned as an alternative to the US dollar.
5. https://www.thehindubusinessline.com/portfolio/the-golden-trade-is-not-yet-crowded/article70878466.ece - Following an 11 per cent dollar-term correction from January highs, analysts argue the long-term case for gold remains intact due to macro drivers like monetary debasement and geopolitical instability. The article cites four reasons why the current decline is a pause rather than a trend break, including a favourable gold-to-equity ratio, historical resilience during drawdowns, and superior capital protection compared to equities during stress periods. With Akshaya Tritiya approaching, the correction is viewed as a potential entry point for hesitant investors.
6. https://www.harianbasis.co/en/tmc-metals-company-retail-investor-interest-mineral-security - Geopolitical instability and US export restrictions on AI chips have heightened global focus on critical minerals, driving retail investor interest in TMC The Metals Company. Despite a 13.5% decline in 2026 and a lack of revenue, the stock has climbed 81% over the past year. TMC, which controls deep-sea mining rights, recently received a positive compliance update from the US National Oceanic and Atmospheric Administration regarding its application under the Deep Seabed Hard Mineral Resources Act, marking a key step toward commercial production.
7. https://www.ad-hoc-news.de/boerse/news/ueberblick/intel-corporation-stock-us4581401001-is-foundry-execution-now-the-real/69195227 - Intel Corporation is aggressively pursuing a strategic transformation into a leading foundry service provider to regain market share and support U.S. semiconductor manufacturing. Facing intense competition from TSMC and Nvidia, the company aims to achieve over $10 billion in foundry bookings by 2030 through its IDM 2.0 strategy. With significant investments backed by the CHIPS Act, Intel's success hinges on the timely delivery of its 18A process technology and securing external contracts, presenting a high-risk, high-reward opportunity for investors.
8. https://www.business-standard.com/industry/news/heterogeneous-integration-set-to-break-ground-for-its-odisha-semicon-unit-126041800811_1.html - Heterogeneous Integration Packaging Solutions Pvt Ltd is set to break ground for India's first advanced glass substrate semiconductor packaging unit at Info Valley, Bhubaneswar, Odisha. The project, approved by the Centre in August, involves an estimated investment of Rs 1,943 crore and aims to create 2,500 jobs. The facility will produce 50 million semiconductor units annually, supporting AI, defence, and 5G sectors. Chief Minister Mohan Charan Majhi and Union Minister Ashwini Vaishnaw will preside over the ceremony.
9. https://cryptobriefing.com/trump-backs-warsh-for-fed-chair-signaling-potential-rate-cuts/ - Donald Trump has endorsed Kevin Warsh for the position of Federal Reserve chair, a move interpreted as a signal for potential future interest rate cuts. Market odds for a 25 basis point cut after the April 2026 meeting have risen to 0.2%, though the reaction remains tepid. Traders remain unconvinced that Warsh's nomination will alter the Federal Open Market Committee's hawkish stance due to persistent inflationary pressures. Confirmation depends on the Senate Banking Committee, where dynamics are considered less predictable.
10. https://en.overclocking.com/is-there-light-at-the-end-of-the-tunnel-for-intel/ - UBS Group reports that Intel's 14A process is gaining interest from NVIDIA, Apple, Google, and AMD for future chip production. Intel is expected to announce foundry commitments this autumn, with potential deals already signed. Google and Amazon are highlighted as prospects for encapsulation technology, while a rapprochement with Terafab is viewed positively by analysts despite test production not starting until 2029.
11. https://techxplore.com/news/2026-04-perovskite-solar-cells-certified-efficiency.html - Researchers at Nanchang University in China developed a new chemical compound to dope perovskite films, stabilizing the crystal structure and improving heat resistance. Published in Nature Energy, the study reports perovskite solar cells achieving a certified efficiency of 26.61%. The devices retained 95% of their initial efficiency after 1,500 hours of operation under high-temperature conditions, demonstrating significant improvements in stability and performance for photovoltaic technology.
12. https://www.vtmarkets.com/live-updates/gold-advances-as-hormuz-reopens-oil-tumbles-easing-inflation-and-boosting-expectations-of-forthcoming-federal-reserve-cuts/ - Gold prices rose approximately 1.67% to trade near $4,870 on Friday, driven by reports that the Strait of Hormuz is completely open and hopes for a US-Iran deal. These developments pushed WTI crude oil down nearly 9% to $81.50, easing near-term inflation concerns and bolstering expectations for Federal Reserve rate cuts later in the year. The US Dollar Index fell to more than one-month lows. Markets remain focused on weekend diplomatic talks and upcoming Federal Reserve speeches ahead of the April 28-29 FOMC meeting.
13. https://www.canadianmortgagetrends.com/2026/04/macklem-warns-against-hiking-too-early-or-too-late-on-oil-shock/ - Bank of Canada Governor Tiff Macklem stated that central banks are positioned differently regarding economic slack and inflation, leading to varied responses to the current oil price shock. Speaking from Washington during IMF meetings, Macklem cautioned against raising interest rates too early, which could lower growth, or too late, allowing inflation to entrench. The Bank of Canada held its policy rate at 2.25% in March, intending to look through the initial energy price shock while monitoring for second-round effects on core inflation. Macklem expects headline inflation to remain below 3% despite a likely large March report. He also discussed the risks associated with Anthropic's Mythos AI model with Federal Reserve Chair Jerome Powell.
14. https://www.vtmarkets.com/live-updates/gold-advances-as-hormuz-reopens-oil-tumbles-easing-inflation-and-boosting-expectations-of-forthcoming-federal-reserve-cuts/ - Gold prices rose approximately 1.67% to trade near $4,870 on Friday, driven by reports that the Strait of Hormuz is completely open and hopes for a US-Iran deal. These developments pushed WTI crude oil down nearly 9% to $81.50, easing near-term inflation concerns and bolstering expectations for Federal Reserve rate cuts later in the year. The US Dollar Index fell to more than one-month lows. Markets remain focused on weekend diplomatic talks and upcoming Federal Reserve speeches ahead of the April 28-29 FOMC meeting.
15. https://www.thehindubusinessline.com/markets/gold/investors-favour-digital-gold-etfs-alongside-physical-buying-this-akshaya-tritiya/article70878091.ece - Analysts predict a shift towards digital gold and exchange-traded funds (ETFs) alongside traditional physical buying for Akshaya Tritiya, celebrated on Sunday. Motilal Oswal Financial Services reports that while physical jewellery demand remains price-sensitive due to elevated prices, investors increasingly seek flexible and transparent options like digital gold and derivatives. Global factors including geopolitical tensions and inflation support gold prices, which have gained around 10% year-to-date, though a stronger US dollar and weak physical demand pose near-term headwinds.
16. https://kingworldnews.com/the-next-30-60-days-will-be-hugely-violent-in-world-financial-markets/ - Alasdair Macleod predicts significant volatility in world financial markets over the next 30 to 60 days. He cites a potential fall in the US dollar index below 96.8 and US bond yields exceeding 5% as triggers for equity market crashes. The analysis suggests these events will impact gold and silver markets. The source, King World News, links to further articles regarding economic breakdowns and commodity trends.
17. https://kingworldnews.com/haycock-the-roadmap-to-a-jaw-dropping-75000-gold-price/ - Jonathan Haycock, partner at VON GREYERZ, presented a valuation model predicting gold could reach $75,000 per ounce. His analysis compares current gold market metrics to historical peaks, specifically the post-World War II ratio of US gold reserves to federal debt. Haycock argues that restoring this historical ratio would drive the price to the stated level. The commentary was delivered during an interview on King World News.
18. https://www.bankingfinance.in/india-allows-15-banks-to-import-gold-and-silver-until-2029.html - The Government of India has authorised 15 banks to import gold and silver until March 2029. This measure aims to ensure smooth supply and maintain stability in the precious metals market, which is critical for jewellery, investment, and industry sectors. The policy provides long-term clarity to market participants, supports continuity in trade operations, and allows authorities to better monitor inflows and manage foreign exchange outflows.
19. https://phys.org/news/2026-04-flat-optics-metalens-production.html - A collaborative team led by Sungkyunkwan University and POSTECH has developed a fully automated roll-to-roll manufacturing platform capable of producing visible metalenses at a rate of 300 units per second. Published in Nature, the study overcomes previous industrial barriers by utilizing a 12-inch silicon master stamp and flexible polymer molds. The system achieves a throughput two orders of magnitude higher than conventional methods, enabling the mass production of 200-meter-long metalens arrays. This breakthrough paves the way for commercializing metasurface technology in imaging, displays, and consumer electronics.
20. https://www.cnbc.com/2026/04/18/iran-war-inflation-prices-energy-trump-economy-end.html - Over 30 central bankers and policymakers expressed concern over the prolonged U.S.-Iran war and its economic fallout during IMF World Bank meetings in Washington, DC. Key worries include potential stagflation, energy security crises due to Strait of Hormuz disruptions, and the inability to forecast monetary policy paths amidst uncertainty. Officials from the ECB, European Stability Mechanism, and various national finance ministries warned of higher inflation and lower global growth if the conflict continues or escalates.
21. https://knnindia.co.in/news/newsdetails/sectors/dgft-authorises-15-banks-for-gold-silver-imports-till-2029 - The Directorate General of Foreign Trade (DGFT) has authorised 15 banks, including State Bank of India, HDFC Bank, ICICI Bank, Kotak Mahindra Bank, and Yes Bank, to import gold and silver from April 1, 2026, to March 31, 2029. Union Bank of India and Sberbank are authorised for gold imports only. This move resolves a temporary disruption where over five metric tonnes of gold and eight metric tonnes of silver were held at customs, aiming to normalise domestic supply and stabilise prices for India's jewellery and trading sectors.
22. https://www.globenewswire.com/news-release/2026/04/18/3276560/0/en/Every-Nation-on-Earth-Is-Racing-to-Secure-Its-Own-Gold-Supply-Jim-Rickards-Says-America-s-Answer-Has-Been-Sitting-in-Alaska-for-Decades-Buried-Under-Red-Tape-Until-Now.html - * Jim Rickards released a presentation linking global central bank gold purchases to a shift in US regulatory policy for an Alaska deposit. * Global central banks purchased over 1,000 tonnes of gold for three consecutive years, with 95% expecting further increases in 2025. * Gold prices reached a record of $5,589.38 per ounce in January 2026, driven by geopolitical instability and reserve diversification. * The Trump administration signed Executive Orders 14153 and 14241 to expedite permitting for a southwest Alaska deposit containing 71 million ounces of gold. * The deposit had been blocked by permitting denials and environmental vetoes during the Biden administration.
23. https://wccftech.com/asml-memory-chip-orders-explode-past-logic-first-time-as-dram-makers-scramble-for-euv-slots/ - During its Q1 2026 earnings call, ASML President and CEO Christophe Fouquet stated that memory-related end-use systems accounted for a 51% share of sales, surpassing logic designs for the first time. This shift is driven by aggressive capacity expansion from DRAM manufacturers like SK Hynix, Samsung, and Micron to support next-generation HBM standards for AI accelerators. Demand for advanced EUV and DUV lithography tools continues to outpace supply, with South Korean factories leading global production activity. ASML highlighted strong order intake and ongoing investments in productivity upgrades and new machine roadmaps to address these constraints.
24. https://www.prnewswire.com/news-releases/three-papers-published-consecutively-in-nature-energy-jinkosolars-breakthroughs-in-topconperovskite-tandem-technology-receive-authoritative-recognition-302746483.html - * JinkoSolar published three research papers in Nature Energy in April 2026 detailing advancements in TOPCon and perovskite tandem solar cell technologies. * The company achieved a certified efficiency of 26.66% for industrial-scale TOPCon cells in collaboration with the Ningbo Institute of Materials Technology and Engineering. * A monolithic perovskite/TOPCon tandem cell developed with Soochow University reached a certified efficiency of 32.73%. * Collaboration with the National University of Singapore resulted in a perovskite/TOPCon tandem cell with a certified efficiency of 32.76%. * The research highlights innovations in silver paste protection, carrier transport loss reduction, and crystallization kinetics control for industrial applications.
25. https://www.prnewswire.com/news-releases/jinkosolar-officially-launches-light-diamond-lightweight-high-strength-module-302746484.html - JinkoSolar has launched the Light Diamond module, designed for low-load-bearing roofs, featuring a weight of 16.2 kg and high efficiency of 24.94%. The module offers over 40% weight reduction compared to conventional solutions, with a 30-year power warranty. It aims to serve markets involving old industrial buildings, light-gauge steel roofs, and load-restricted structures, potentially unlocking a market exceeding 200 GW. The product enhances installation efficiency, reduces costs, and addresses demand in China’s rooftop solar sector.
26. https://www.indiandefensenews.in/2026/04/intel-backed-3d-glass-semiconductor.html - The ground-breaking of India's first Advanced 3D Glass Semiconductor Packaging Unit, backed by Intel, is scheduled for 19 April 2026 in Bhubaneswar, Odisha. This facility will focus on next-generation packaging solutions for AI and high-performance computing, aiming to enhance India's semiconductor self-reliance. The project is expected to create high-skilled employment, attract ancillary industries, and position Odisha as a global centre for advanced technology, decentralising the country's semiconductor ecosystem beyond traditional hubs.
27. https://www.eanlibya.com/%D8%A7%D9%84%D9%86%D9%81%D8%B7-%D9%8A%D9%86%D9%87%D8%A7%D8%B1-%D8%A8%D8%B9%D8%AF-%D9%81%D8%AA%D8%AD-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D9%85%D8%A7%D8%B0%D8%A7-%D8%B9/ - Global energy markets experienced a sharp decline following Iran's announcement that the Strait of Hormuz is fully open to commercial shipping. Brent crude dropped 11.2% to $88.27 per barrel, while West Texas Intermediate fell 12% to $83.29. The move, linked to a ceasefire between Israel and Lebanon, reduced the 'war premium'. Conversely, gold prices rose 1.64% to $4,869.32 per ounce as investors sought safe havens, while US stock indices also increased.
28. https://seekingalpha.com/article/4891750-april-2026-trading-outlook-fiscal-flows-oil-bank-credit-and-fed-interest-rates?source=feed_all_articles - An analyst outlines an April 2026 trading outlook suggesting the sale of real estate, long positions in AUD, precious metals, and government bonds. The strategy relies on fiscal flow analysis, noting that rising federal deficits correlate with private sector surpluses and risk asset growth. With inflation easing and unemployment rising, the report advises caution on risk assets while leveraging an increasingly reactive Federal Reserve environment.
29. https://wmbdradio.com/2026/04/17/imf-expects-ecb-to-raise-rates-by-half-a-percentage-point-in-2026/ - The International Monetary Fund's European Department chief, Alfred Kammer, stated that the European Central Bank should increase its key interest rate by approximately 50 basis points in 2026 to counter energy-driven inflation. This recommendation stems from a global supply shortage caused by the closure of the Strait of Hormuz due to conflict between the US, Israel, and Iran, which has reduced oil and gas supplies by 20%. While the IMF notes the uncertainty of this model-based forecast, it highlights that inflation expectations remain anchored on a one-year basis, though vigilance is required to prevent second-round effects.
30. https://organiser.org/2026/04/18/349200/world/hormuz-reopens-after-ceasefire-deal-but-tight-controls-and-geopolitical-uncertainty-persist/ - Iran announced the reopening of the Strait of Hormuz for commercial shipping following a ceasefire between Israel and Lebanon, effective for ten days. Access remains tightly controlled by the Islamic Revolutionary Guard Corps (IRGC), with prior approval required. US President Donald Trump welcomed the move but maintained restrictions on vessels linked to Iran. Markets reacted with a sharp drop in crude oil prices, while gold prices rose. Peace talks are expected in Islamabad, with discussions on nuclear material transfer and financial compensation.
31. https://simplywall.st/stocks/ca/materials/tsx-usa/americas-gold-and-silver-shares/news/a-look-at-americas-gold-and-silver-tsxusa-valuation-after-re - Americas Gold and Silver (TSX:USA) achieved record first quarter silver production of 787,000 ounces and sales of 830,000 ounces. The company is progressing upgrades at its Galena Complex and transitioning to the higher-grade EC120 at Cosalá, with commercial production expected by year-end 2025. Despite recent net losses and a CA$100 million debt load, the stock trades at a 39% discount to a narrative fair value of CA$14.44.
32. https://www.riotimesonline.com/latin-american-pulse-for-saturday-april-18-2026/ - Iran's Foreign Minister Abbas Araghchi declared the Strait of Hormuz completely open for commercial vessels, causing Brent crude to fall below $90 and WTI to hit $83. US President Donald Trump claimed Iran agreed to suspend its nuclear programme and ship uranium to the US, though Tehran stated nothing is certain. The de-escalation triggered a risk-on rotation, with Bitcoin surging to $77,140 and gold hitting an all-time high. In Latin America, Petrobras fell approximately 7% and the Ibovespa dropped 0.55%, while the Brazilian real strengthened to a new cycle low. In Peru, the presidential vote count remains undecided with over 5,000 observed ballots pending review. Bolivia is set to hold five-department gubernatorial runoffs tomorrow.
33. https://www.scmp.com/economy/global-economy/article/3350511/hong-kong-wants-become-global-gold-vault-does-iran-war-create-opening?utm_source=rss_feed - * Analysts suggest Hong Kong could evolve from a trading conduit into a trusted gold vault due to increased demand for safe-haven assets. * The Iran conflict is raising questions about the security and neutrality of storage locations, creating a strategic window for diversification. * Hong Kong aims to capture wealth flows from Asia and the developing world rather than supplanting established centres like New York or London. * Matteo Giovannini of ICBC notes the city's opportunity lies in acting as a key node for flows between China, the Middle East, and Global South actors. * The US-Israeli war on Iran has intensified global demand to diversify gold storage, benefiting Hong Kong's capital markets.
34. https://dinarchronicles.com/2026/04/18/gold-telegraph-global-financial-leaders-sound-the-alarm/ - Former US Treasury Secretary Henry Paulson suggested preparing a backup plan to avert a potential collapse in demand for US Treasuries, citing the Federal Reserve as a potential sole buyer. Former People's Bank of China Governor Zhou Xiaochuan called for yuan internationalization, while former Fed Chair Janet Yellen warned that lowering rates to reduce debt service could trigger uncontrolled inflation. The IMF warned that sovereign bond losses could weaken bank balance sheets. China's US Treasury holdings fell to $693.3 billion. US Treasury Secretary Scott Bessent urged the World Bank to support critical mineral projects to diversify supplies away from China.
35. https://www.saretskygroup.com/gold-surges-on-looming-rate-cuts-in-canada-sept-2025-updates/ - Gold prices climbed to approximately US$3,550 per ounce as markets anticipate interest rate cuts from the Bank of Canada following a Q2 GDP contraction of 1.6%. The economic downturn is characterised by negative private-sector payrolls and weak exports, though household consumption remains resilient. Concurrently, long-term sovereign yields are rising despite short-term rate expectations falling, creating a divergence that signals investor concern over liquidity and system risk. The article highlights potential contagion risks in European bond markets and notes that Canada's energy sector presents a constructive opportunity amidst these macroeconomic stresses.
36. https://www.heraldscotland.com/news/26025434.investors-must-frame-plan-year-marked-shocks/?ref=rss - In early 2026, geopolitical tensions involving Venezuela, Greenland, and a US-Israel-Iran conflict triggered market volatility. Gold prices rose to new highs as investors sought safe-haven assets, while energy shares climbed on oil price spikes. Central banks, including the Federal Reserve and ECB, maintained cautious stances on rate cuts due to inflation concerns. Japanese markets gained following a pro-growth election victory, and emerging markets saw gains despite US policy shifts.
37. https://dinarchronicles.com/2026/04/18/itm-trading-gold-surges-back-as-hormuz-reopens-4-major-signals-to-watch-now/ - Todd Horwitz, a 40-year market veteran interviewed on The Daniela Cambone Show by ITM Trading, warns that the current stock market rally is fragile and driven by retail investors rather than institutions. He predicts a potential 40% to 60% market correction within a year. Conversely, Horwitz forecasts gold prices could rise to $6,000 per ounce as a hedge against inflation and a crumbling fiat system. The interview suggests securing wealth through physical precious metals due to economic fragility.
38. https://www.heraldscotland.com/news/26025434.investors-must-frame-plan-year-marked-shocks/?ref=rss - * Gold prices rose to new highs amid safe haven demand following US military threats against Venezuela and Iran. * The Federal Reserve appointed Kevin Warsh to succeed Jerome Powell, maintaining a rate cutting trajectory despite inflation concerns. * Oil prices surged over $100 per barrel after US and Israel bombed Iran, disrupting shipping through the Strait of Hormuz. * European Central Bank kept interest rates unchanged at 2% as inflation fell to 1.7% in January. * Investors faced increased anxiety over AI spending returns and labour market weakness, pricing in further Fed rate cuts.
39. https://skillings.net/seabridge-gold-reports-massive-gold-silver-copper-resource-at-snip-north/ - Seabridge Gold reported a maiden mineral resource estimate for the Snip North prospect at its Iskut project in British Columbia, Canada. The inferred resource contains 9.2 million ounces of gold, 28.3 million ounces of silver, and 923 million pounds of copper. The company stated the mineralized system remains open for expansion. Further drilling and technical work are required to assess development pathways. This update adds scale to the Iskut portfolio and highlights the polymetallic character of the system.
40. https://skillings.net/precious-metals-update-gold-rises-on-easing-geopolitical-tensions-silver-squeeze-looms/ - Gold prices increased as markets adjusted to easing U.S.-Iran geopolitical tensions, with support from inflation expectations and monetary policy considerations. Conversely, silver markets face tightening conditions due to a persistent structural deficit where demand outpaces supply, evidenced by inventory drawdowns at major exchanges. Analysts note a divergence in drivers, with gold acting as a macro hedge and silver influenced by industrial consumption and physical supply constraints, raising volatility risks.
41. https://www.caesarsreport.com/blog/aztec-minerals-expands-oxide-gold-silver-zone-at-tombstone/ - Aztec Minerals released assay results from fourteen additional RC holes drilled at the Tombstone property in Arizona. The results confirm mineralization continuity and expand the Contention Main target area to the west and at depth. A highlighted intersection measured 113 meters containing 0.48 g/t gold and 12.6 g/t silver. CEO Dyakowski noted potential to increase near-surface oxide material, with focus on Westside and Southwest targets. The company aims to begin a maiden resource estimate after completing the current 17,000-meter drill program.
42. https://www.openpr.com/news/4477699/stretchable-conductive-ink-market-to-reach-us-857-90-million - The global stretchable conductive ink market reached US$ 495.60 million in 2025 and is forecast to reach US$ 857.90 million by 2033, growing at a CAGR of 7.1%. Growth is driven by demand for wearable electronics, flexible devices, and advancements in nanomaterials like silver and graphene. Key players include Henkel, DuPont, and Sun Chemical, with Asia-Pacific holding the largest 42% market share.
43. https://simplywall.st/stocks/ca/materials/tsx-iau/i-80-gold-shares/news/archimedes-mine-progress-and-drilling-results-might-change-t - i-80 Gold Corp. has progressed construction at its Archimedes underground mine in Nevada and reported positive infill drilling results at Upper Archimedes, confirming mineral continuity. The company is accelerating exploration and permitting for Lower Archimedes, with a feasibility study targeted for early 2027. These developments support the near-term catalyst of first ore production from Upper Archimedes in 2026, though execution and cost control remain key risks.
44. https://www.newsghana.com.gh/tanzania-cancels-40-mining-licences-warns-more-revocations-coming/ - * Tanzania's Minister of Minerals Anthony Mavunde announced the cancellation of 40 mineral exploration licences and the issuance of default notices to 43 others on April 15, 2026. * The action targets non-compliance including failure to conduct exploration, unpaid fees, and neglect of local content obligations, freeing approximately 900 square kilometres for redistribution. * The government is finalising a digital platform to automate licence management, reporting, and enforcement to eliminate human discretion and political interference. * Authorities link licence hoarding to increased illegal mining and safety hazards, aiming to ensure exploration rights translate into actual production. * Revoked licences will be reallocated under the 'Mining for a Brighter Tomorrow' programme to boost inclusive participation in the sector.
45. https://montrealgazette.com/press-releases/globe-newswire/b2gold-reports-fire-related-incident-to-the-crushing-circuit-at-the-goose-mine/ - B2Gold Corp reported a fire at the Goose Mine in British Columbia on April 16, 2026. The incident occurred in the evening at the secondary crusher screen and feed belt. Emergency responders extinguished the fire with no injuries reported. Operations are continuing on plan while the company investigates the cause and assesses damage.
46. https://www.mining.com/fast-tracking-us-critical-minerals-could-backfire-without-safeguards-oxfam-warns/ - Oxfam America warns that the US strategy to fast-track critical minerals projects, driven by President Trump's March 2025 executive order, risks causing long-term delays and disruptions. The organisation argues that accelerating permitting without robust environmental safeguards and community engagement undermines the 'social license to operate', potentially leading to costly legal battles and shutdowns. Oxfam advocates for tying government financing to rigorous standards like IRMA rather than existing IFC frameworks, cautioning that ignoring supply chain complexities and community consultation could derail the goal of reducing foreign reliance.
47. https://vneconomy.vn/vang-tang-gia-sau-khi-iran-tuyen-bo-mo-cua-eo-bien-hormuz-spdr-gold-trust-gom-gan-8-tan-vang.htm - Global gold prices increased on Friday following Iran's announcement to open the Strait of Hormuz, which caused crude oil prices to fall. The SPDR Gold Trust executed a fourth consecutive net buying session, accumulating 7.7 tonnes of gold to reach a holding of 1,060.6 tonnes. New York spot gold closed at 4,831.4 USD/oz, up 0.84%. Analysts attribute the rise to reduced inflation fears and increased expectations for Federal Reserve rate cuts. The SPDR fund has bought a total of 13.4 tonnes this week.
48. https://dollarcollapse.com/top-three-videos-april-18-2026/ - Macro analyst Steph Pomboy argues that the Iran war and Trump's $1.5 trillion defense request guarantee continued deficit spending, reinforcing the long-term case for gold, energy, and copper. She describes recent gold weakness as a 2008-style margin call phenomenon where investors liquidated assets to cover oil costs and private credit stresses. Pomboy identifies secular headwinds including fiscal dominance, deglobalization, and a hidden credit crisis as factors that will overwhelm near-term market optimism, predicting a policy-response-driven rally in hard assets.
49. https://thenationonlineng.net/niger-arrests-two-foreigners-for-illegal-mining/ - Niger state authorities arrested two foreign nationals for unauthorised mining activities at the Zuzungi Mining Site. The operation, led by Commissioner for Mineral Resources Muhammad Qasim Danjuma, involved a regulatory inspection by the state Ministry of Mining Resources. The suspects were handed over to the Nigeria Immigration Service for legal action. The government reaffirmed its zero-tolerance policy towards illegal mining to protect mineral resources and the environment.
50. https://www.investing.com/news/stock-market-news/morgan-stanley-questions-golds-safehaven-status-amid-market-volatility-93CH-4621421 - Morgan Stanley analysts suggest gold may no longer function solely as a safe-haven asset, noting its 90% correlation with the S&P 500 and underperformance relative to pre-conflict levels. The firm attributes this to supply shocks and partially recovered bond yields, while central banks in Turkey and China show mixed activity. Despite these concerns, the bank forecasts gold prices reaching $5,200 per ounce by the second half of 2026, citing potential rate cuts and a weakening dollar as supportive factors.
51. https://www.goodreturns.in/news/mcx-gold-price-rises-after-iran-reopens-strait-of-hormuz-gold-rate-today-in-india-jump-on-18-april-1502997.html - Gold rates in India corrected sharply on the latest trading session, ending a three-day winning streak. The pullback followed reports that Iran reopened the Strait of Hormuz, easing geopolitical tensions. MCX gold futures for the June 2026 contract rose slightly in the session, but physical 22K, 24K, and 18K gold prices in India declined. International spot gold prices extended gains above $4,850 per ounce. Analysts maintain a 'buy on dips' view for the medium to long term despite near-term headwinds.
52. https://becomeabetterinvestor.net/become-a-better-investor-newsletter-18-april-2026/ - US consumer sentiment has reached its lowest level since 1952, according to the University of Michigan index. Concurrently, the US has tightened a blockade in the Strait of Hormuz, with President Trump issuing warnings regarding naval vessels. In contrast, Chinese gold ETF holdings increased by 500,000 ounces in March while North American funds decreased by 2 million. Amazon has also significantly increased capital expenditure over the past three years.
53. https://www.edaily.co.kr/News/Read?newsId=01987686645417432&mediaCodeNo=257&OutLnkChk=Y - Middle East conflict has driven up international oil prices, increasing uncertainty surrounding US monetary policy. While major investment banks see limited prospects for rate hikes, they predict delayed rate cuts. Market expectations have shifted from anticipated cuts to a prolonged freeze. Ten major banks, seven of which cite inflationary pressure from high oil prices and resilient employment, forecast delayed policy easing. However, current economic conditions differ from 2022, with subdued consumption and cooling labour demand limiting the need for hikes. Analysts suggest a scenario of long-term rate freezing followed by rapid cuts if economic downturn risks materialise, though a return to tightening remains possible if inflation persists.
54. https://www.northernminer.com/news/gold-price-nears-month-high-as-iran-reopens-strait-of-hormuz-easing-inflation-concerns/1003890136/ - Gold prices rose to a monthly high of approximately $4,887 per ounce after Iran reopened the Strait of Hormuz for commercial traffic. This development alleviated investor concerns regarding a prolonged war and subsequent global inflation pressures. Silver also surged over 5% to a five-week high. The reopening follows a period where the closure of the strait, which handles a fifth of the world's oil supply, triggered energy price surges and inflation worries. Despite a 10% fall since the war began, gold has recovered more than half of its losses, with analysts maintaining a bullish long-term outlook.
55. https://www.fool.com/investing/2026/04/17/meet-the-gold-etf-crushing-sp-500-nasdaq-dow-2026/ - The SPDR Gold Trust (GLD) achieved an 11.7% year-to-date return as of April 14, 2026, significantly outperforming major U.S. stock indices which posted modest gains amid recovering market conditions. The ETF tracks gold prices, benefiting from investor concerns regarding geopolitical conflict, elevated government debt, and potential inflation. While stocks recovered from early-year losses, gold maintained its status as a safe-haven asset, with analysts suggesting continued upside due to economic uncertainty and money supply expansion.
56. https://metalsandminers.substack.com/p/2026-and-the-1970s-playbook-why-gold - Analysts argue that gold mining equities offer significant operating leverage during the current geoeconomic confrontation, drawing parallels to the 1970s stagflation era. The article suggests that as supply chains shift and trust in fiat currencies erodes, miners will outperform broader equities due to expanding margins when gold prices rise faster than extraction costs. This view is supported by historical data from the Great Depression and the 2008 crisis, where miners delivered staggering returns while other markets struggled.
57. https://idahobusinessreview.com/2026/04/17/fed-chair-nominee-warsh-economic-surprises-daly/ - San Francisco Federal Reserve President Mary Daly stated that Federal Reserve chair nominee Kevin Warsh cannot anticipate economic surprises he may face in the role. While Warsh supports interest rate cuts aligned with President Donald Trump's wishes, Daly noted that rising oil prices and the ongoing Iran conflict have shifted her own outlook to a wait-and-see mode regarding rate cuts. Daly expressed confidence in Warsh's commitment to the Fed's statutory goals of price stability and full employment but emphasised the necessity of maintaining monetary policy independence from politics despite calls for increased coordination with the Treasury Department.
58. http://www.kakiforex.com/2026/04/boe-policy-shift-between-tacit.html - Bank of England Chief Economist Huw Pill warned that a wait-and-see approach to the Iran war's economic impact is a mistake. He argued that maintaining current interest rates constitutes tacit tightening and urged proactive action to control inflation before it spirals. This stance contrasts with US-led G20 efforts to coordinate global food supply chains. The Bank of England in London emphasises that neutrality during inflationary threats is unwise.
59. https://www.sunjournal.com/2026/04/17/how-susan-collins-and-republicans-are-handling-trumps-federal-reserve-threat/ - U.S. Sen. Susan Collins and several Senate Republicans are defending Federal Reserve Chair Jerome Powell against President Donald Trump's threat to fire him. Trump has demanded Powell step down by May 15, citing dissatisfaction with interest rate policy, while also insisting on continuing a criminal probe into Fed headquarters renovations. Collins and other senators argue that political interference risks market destabilization and have called for the probe to be closed. The situation complicates Trump's efforts to confirm Kevin Warsh as Powell's successor, with Sen. Thom Tillis threatening to block the nomination until the investigation concludes. Independent Sen. Angus King also criticized the move as dangerous precedent.
60. https://gestion.pe/economia/empresas/buenaventura-san-gabriel-produce-por-debajo-de-lo-previsto-durante-el-primer-trimestre-noticia/ - Compañía de Minas Buenaventura reported first quarter 2026 operational results showing total production of 37,815 ounces of gold, 3,709,327 ounces of silver, 4,495 tonnes of lead, 7,379 tonnes of zinc, and 10,898 tonnes of copper. While several units exceeded projections due to higher ore grades, the San Gabriel unit produced 1,686 ounces of gold, falling below estimates during its commissioning phase. The company expects to begin sales in the second quarter as production volumes gradually increase. Average realised prices for gold and silver were US$4,875 and US$99.29 per ounce respectively.
61. https://gestion.pe/economia/empresas/panoro-minerals-inicia-perforacion-en-cotabambas-en-2026-proyecto-minero-en-apurimac-impulsara-produccion-de-cobre-en-peru-noticia/ - Canadian mining company Panoro Minerals has initiated its 2026 drilling programme at the Cotabambas project in Apurímac, southern Peru. Fully funded, the campaign targets 15,000 metres of diamond drilling to expand and upgrade high-grade copper, gold, and silver mineralisation. The work aims to increase resources and geological certainty, reinforcing the project's strategic value and Peru's position in global mineral production.
62. https://goldsilver.com/industry-news/article/gold-price-forecast-2026-2027-key-predictions-from-top-analysts/ - Gold prices have pulled back to approximately $4,867 per ounce in April 2026, trading 13% below the January 2026 all-time high. Major financial institutions maintain a bullish outlook for the remainder of 2026, with year-end forecasts ranging from $5,400 by Goldman Sachs to $6,300 by J.P. Morgan and Wells Fargo. Key drivers include record central bank demand, de-dollarisation trends, anticipated Federal Reserve rate cuts, and significant ETF inflows. Analysts view the recent decline as a consolidation phase within a structural bull market rather than a trend reversal.
63. https://goldsilver.com/industry-news/goldsilver-news/1-trillion-in-debt-interest-is-why-gold-keeps-climbing/ - The US Congressional Budget Office confirmed that debt interest payments for fiscal year 2026 will surpass $1 trillion, exceeding the defense budget of $885 billion. Gold prices rose 41% year-on-year to close at $4,867 per ounce, while silver advanced 4%. The article attributes this trend to fiscal dominance, where high debt levels constrain monetary policy, suppressing real yields and boosting demand for non-interest-bearing assets like gold and silver. Projections indicate interest costs could reach $2.1 trillion annually by 2036.
64. https://goldsilver.com/industry-news/article/why-are-brics-countries-buying-so-much-gold/ - BRICS nations are significantly increasing gold purchases to diversify reserves, protect assets from potential sanctions, and hedge against dollar debasement. Following the 2022 freezing of Russia's Western-held reserves, central banks have prioritized gold as a non-issuable, non-frozen asset. Combined BRICS+ reserves now exceed 6,000 tonnes, with the bloc accounting for over 50% of global central bank gold purchases between 2020 and 2024. The strategy aims to reduce reliance on the US dollar, which has seen its reserve share drop to approximately 57%.
65. https://goldsilver.com/industry-news/goldsilver-news/oil-crashed-11-gold-went-up-that-tells-you-everything/ - Gold prices increased 1.5% to $4,868 per ounce on Friday, while oil prices fell more than 10%, following Iranian Foreign Minister Abbas Araghchi's declaration that the Strait of Hormuz is open to commercial shipping. The divergence signals that gold's rally is driven by monetary factors, specifically falling inflation expectations and lower real yields, rather than geopolitical risk premiums. Brent crude and West Texas Intermediate prices dropped sharply, while the gold-to-silver ratio remained near 61. Markets anticipate the Federal Reserve may have room to cut rates by mid-2026.
66. https://goldsilver.com/industry-news/goldsilver-news/1-trillion-in-debt-interest-is-why-gold-keeps-climbing/ - The US Congressional Budget Office confirmed that debt interest payments for fiscal year 2026 will surpass $1 trillion, exceeding the defense budget of $885 billion. Gold prices rose 41% year-on-year to close at $4,867 per ounce, while silver advanced 4%. The article attributes this trend to fiscal dominance, where high debt levels constrain monetary policy, suppressing real yields and boosting demand for non-interest-bearing assets like gold and silver. Projections indicate interest costs could reach $2.1 trillion annually by 2036.
67. https://goldsilver.com/industry-news/goldsilver-news/oil-crashed-11-gold-went-up-that-tells-you-everything/ - Gold prices increased 1.5% to $4,868 per ounce on Friday, while oil prices fell more than 10%, following Iranian Foreign Minister Abbas Araghchi's declaration that the Strait of Hormuz is open to commercial shipping. The divergence signals that gold's rally is driven by monetary factors, specifically falling inflation expectations and lower real yields, rather than geopolitical risk premiums. Brent crude and West Texas Intermediate prices dropped sharply, while the gold-to-silver ratio remained near 61. Markets anticipate the Federal Reserve may have room to cut rates by mid-2026.
68. https://uk.finance.yahoo.com/news/trump-says-hell-fire-jerome-233219980.html - Donald Trump stated he would fire Federal Reserve Chair Jerome Powell if he does not leave when his term expires next month. This follows a federal judge dismissing a probe into the Fed's renovation site. Meanwhile, prediction markets indicate a low probability of rate cuts in 2026 due to inflation concerns, and Trump's nominee, Kevin Warsh, holds significant cryptocurrency positions.
69. https://missoulacurrent.com/boundary-mining-ban/ - The US Senate voted 50-49 to overturn a 2023 public lands order banning mining for 20 years in the Boundary Waters Canoe Area Wilderness. Using the Congressional Review Act, the chamber reversed the decision by former Interior Secretary Deb Haaland. The vote, largely along party lines, sets a precedent that could allow future administrations to rescind similar public land protections in other states, including Montana. Proponents argue the move opens mineral leases, while opponents warn of environmental damage and foreign ownership of resources.
70. https://republicofmining.com/2026/04/17/senate-republicans-send-trump-resolution-to-lift-mining-ban-near-boundary-waters-canoe-area-by-todd-richmond-associated-press-april-16-2026/ - Senate Republicans voted 50-49 to send a resolution to President Donald Trump lifting a federal mining ban near Minnesota's Boundary Waters Canoe Area Wilderness. The measure aims to allow a South American company to extract precious metals. House Republicans previously approved the resolution despite conservationist warnings of pollution. Democrats, including Senators Amy Klobuchar and Tina Smith, argued the move sets a dangerous precedent for public land protections.
71. https://www.chinanews.net/news/278994850/tsmc-to-expand-3nm-chip-production-in-taiwan-us-and-japan-as-ai-demand-surges - TSMC announced a global expansion of its 3nm production capacity in Taiwan, the United States, and Japan to meet soaring demand for artificial intelligence chips. CEO CC Wei stated that the company will accelerate investments, with new lines in Taiwan starting mass production in the first half of 2027 and facilities in Arizona and Japan following in 2027 and 2028 respectively. The firm expects 2026 sales to grow by more than 30% driven by orders from AI, smartphones, and automotive sectors.
72. https://cryptobriefing.com/us-import-prices-rise-amid-iran-tensions-fueling-golds-appeal-as-inflation-hedge/ - US import prices are increasing due to energy costs linked to conflicts in Iran. This rise is driving demand for gold as an inflation hedge, with market predictions indicating gold could reach $8,000 by June 30. Traders are responding to geopolitical tensions and inflation concerns, viewing gold as a safe haven asset despite thin trading volume.
73. https://bitcoinworld.co.in/silver-price-forecast-xagusd-rebounds-3/ - Global silver markets rebounded on Thursday with the XAG/USD pair climbing above $79 per ounce. This surge was driven by a retreat in the US Dollar Index (DXY) following Federal Reserve meeting minutes indicating a cautious stance on interest rates. Analysts from Global Markets Insight note robust dual demand from industrial sectors like solar photovoltaics and electronics, alongside elevated investment demand. The global supply deficit exceeds 140 million ounces, amplifying upward price pressure. Technical indicators, including a rising 50-day moving average, support the bullish momentum.
74. https://investingnews.com/top-stock-market-news-10042026-ceasefire-news/ - Gold and silver prices increased following US President Donald Trump's announcement of a two-week ceasefire in the Middle East. Prices had previously declined since the start of the Iran war due to selling by market participants in conflict zones. Chinese gold reserves saw their largest rise since February 2025. Experts, including Dr. Marc Faber, suggest the bull run is not over, though gold may face further declines in tightening liquidity environments. Mining M&A activity is also heating up amidst geopolitical uncertainty.
75. https://dollarcollapse.com/golds-very-bullish-futures/ - Despite gold prices remaining near record highs, total speculative long positions in gold futures have collapsed to levels below those that initiated the previous major bull market. This anomaly suggests significant room for speculators to re-enter and drive prices higher, although global demand from central banks and consumers has historically overshadowed US futures trading. The current positioning is described as very bullish for gold, with potential for substantial upside if speculators resume buying.
76. https://dailypioneer.com/news/in-gold-we-trust-silver-we-must - A 16-day delay in issuing an order for gold and silver imports caused shipments to be stuck at customs, with estimates of over five tonnes of gold and eight tonnes of silver affected. The Directorate General of Foreign Trade subsequently issued a circular authorising 15 banks to import bullion until March 2029. Analysts suggest the delay may have been a deliberate measure to curb imports, support the rupee against a weakening trend, and reduce the trade deficit, following previous restrictions on bullion imports.
77. https://www.investing.com/news/economy-news/feds-waller-says-swift-war-end-could-keep-rate-cut-hopes-alive-4621395 - Federal Reserve Governor Christopher Waller stated that a swift end to the conflict between the U.S. and Iran could allow interest rate cuts later this year. However, prolonged war and elevated energy prices risk embedding higher inflation and slowing economic activity. Waller noted the Fed faces a dilemma balancing inflation and labor market risks ahead of the April 28-29 meeting, where rates are expected to remain steady. He expressed caution about current inflation levels but remains open to easing policy if geopolitical tensions resolve rapidly.
78. https://www.fxstreet.com/news/usd-chf-falls-as-iran-declares-strait-of-hormuz-open-202604171745 - The USD/CHF pair declined to near one-month lows around 0.7800 following Iran's declaration that the Strait of Hormuz is open for commercial vessels during the ceasefire period. Iranian Foreign Minister Abbas Araghchi announced the move, which boosted risk appetite and caused WTI oil prices to drop nearly 10%. Although US President Donald Trump maintained a naval blockade until a final agreement, the partial reopening eased inflation concerns, pushing US Treasury yields lower and increasing market expectations for a Federal Reserve rate cut by December. A second round of US-Iran peace talks is expected over the weekend.
79. https://www.streetwisereports.com/article/2026/04/16/exploration-co-finds-excellent-silver-gold-gains-in-historic-mexico-district.html - On April 14, 2026, Pacifica Silver Corp released assay results from Phase 1 diamond drilling at its Claudia Silver-Gold Project in Durango, Mexico. The campaign found 14 of 16 holes intersecting silver-gold mineralization, including multiple high-grade intercepts exceeding 1,000 g/t AgEq. CEO Todd Anthony stated the results extend the Aguilareña vein down-dip and confirm robust subsurface continuity. The company is 100% focused on this project in Mexico.
80. https://www.streetwisereports.com/article/2026/04/16/exploration-co-defines-extensive-oxide-gold-silver-expansion-in-arizona.html - Aztec Minerals Corp announced on April 15, 2026, that drilling at its Tombstone Property in Arizona identified additional strong oxide gold-silver intersections. The 17,000-meter program expanded the Westside target width by 0.4km and extended the Contention zone over 1km north-south. CEO Simon Dyakowski stated the results demonstrate significant growth potential for near-surface mineralization. The company holds an 85% interest in the project located in Southeastern Arizona.
81. https://www.grandforksherald.com/news/minnesota/federal-mining-ban-repeal-draws-mixed-reactions-from-minnesota-lawmakers - Following the US Senate's repeal of the federal mining moratorium on federal land in the Superior National Forest and Rainy River Watershed, Minnesota lawmakers have introduced four new bills to regulate non-iron mining. Democratic legislators propose measures to prohibit copper nickel sulfide mining on state lands, require upfront financial assurance for environmental damages, and mandate proof of a decade-long pollution-free track record for similar US mines. Republicans celebrated the federal repeal as a boost for the Iron Range economy, while Democrats expressed concern over water sources and Indigenous rights, noting the difficulty of passing legislation late in the session.
82. https://www.zawya.com/en/economy/global/gold-holds-ground-with-market-focus-on-iran-peace-talks-xuz0lrvs - Gold prices remained stable on Thursday at $4,785.57 per ounce following a one-month high, driven by hopes that peace talks between the U.S. and Iran will resume. A potential ceasefire could lower energy prices and reduce inflation expectations, increasing the likelihood of Federal Reserve rate cuts. While U.S. unemployment benefits applications fell, indicating stable labor markets, the ongoing conflict casts a shadow over the economy. Other precious metals, including silver, platinum, and palladium, saw minor declines.
83. https://www.sbcgold.com/blog/privatize-wealth/ - Rising federal tax receipts and new policy risks, including potential sales tax on bullion in New York, are prompting investors to move wealth into physical precious metals. While China accumulates gold reserves, Western investors face increased tax burdens. The article highlights gold and silver as independent assets offering counterparty risk mitigation and privacy outside the traditional financial system.
84. https://www.americanbanker.com/news/feds-waller-says-policy-outlook-depends-on-strait-of-hormuz - Federal Reserve Governor Christopher Waller stated that the appropriate path for US monetary policy depends on whether the Strait of Hormuz remains open. While concerned about labor market fragility, Waller warned that a prolonged conflict could sustain high energy prices, leading to lasting inflation. He noted that a sequence of economic shocks may cause businesses and households to adjust price and wage-setting behavior, complicating the Fed's dual mandate. Markets currently price in a high probability of unchanged interest rates at the upcoming April meeting.
85. https://investinglive.com/centralbank/feds-waller-job-market-break-even-rate-now-likely-around-zero-20260417/ - Fed Governor Christopher Waller stated that the job market break-even rate is now likely around zero. He noted that unresolved conflict in the Middle East increases inflation and job risks, with March headline PCE inflation potentially reaching 3.5% year over year. Waller highlighted that while consumers remain nervous, they continue spending, and businesses are cautiously optimistic, describing them as strong pillars. He indicated that the outlook depends on the duration of rising oil prices and the persistence of the conflict.
86. https://bitcoinethereumnews.com/finance/feds-waller-will-closely-watch-jobs-data-for-growing-signs-of-stress/?utm_source=rss&utm_medium=rss&utm_campaign=feds-waller-will-closely-watch-jobs-data-for-growing-signs-of-stress - Federal Reserve member Christopher Waller stated that the job market break-even rate is likely around zero and expressed concern over growing signs of stress. He noted that unresolved conflict in the Middle East increases inflation and job risks, potentially causing a surge in energy prices. Waller indicated that periods of negative job growth might not signal a recession but warned that inflation expectations could rise if the conflict prolongs. He predicted the March headline PCE inflation rate could reach 3.5% year-on-year.
87. https://economictimes.indiatimes.com/news/economy/lagarde-warns-iran-conflict-could-drive-eurozone-inflation-higher-and-slow-growth/articleshow/130341772.cms - ECB President Christine Lagarde stated that the war in the Middle East creates significant upside risks for inflation and downside risks for growth in the eurozone. She warned that higher energy prices will materially impact near-term inflation, potentially pushing it above projections. While policymakers debate raising interest rates to prevent an inflation spiral, Lagarde indicated that immediate action is not currently seen as urgent. The European Central Bank remains vigilant, monitoring incoming data to assess the conflict's impact before deciding on future policy steps.
88. https://www.thesouthafrican.com/business/imf-says-south-african-growth-is-resilient/ - * The IMF revised South Africa's 2026 growth forecast down to 1.0% due to disruptions from the Middle East war, with a projected recovery to 1.3% in 2027. * Despite lower growth, the fiscal deficit is expected to narrow to 4.9% in 2026 and 4.3% in 2027, supporting the National Treasury's objectives. * Higher commodity prices, particularly a 44.4% surge in gold prices exceeding $5,000 per ounce, are driving reduced deficits and encouraging mining expansion. * The IMF warns that prolonged conflict risks delaying the restoration of oil and gas production, while food and base metal prices face upward pressure. * Investor sentiment in precious metals has shifted from parabolic gains to profit-taking, though geopolitical uncertainty remains a key driver for safe-haven demand.
89. https://bitcoinethereumnews.com/finance/gold-surges-past-4850-as-hormuz-reopening-crushes-the-us-dollar/?utm_source=rss&utm_medium=rss&utm_campaign=gold-surges-past-4850-as-hormuz-reopening-crushes-the-us-dollar - Gold prices rallied above $4,850 on Friday, rising more than 1.50%, following reports that Iran reopened the Strait of Hormuz to commercial vessels. This development eased global inflationary pressures and caused energy prices, specifically WTI crude oil, to fall by over 9%. The US Dollar Index dropped to a seven-week low as traders priced in potential Federal Reserve rate cuts. Despite the de-escalation headlines, officials noted that significant differences regarding nuclear issues remain between Tehran and Washington.
90. https://bitcoinethereumnews.com/finance/forecasting-the-upcoming-week-hormuz-uncertainty-keeps-markets-on-edge-as-usd-softens/?utm_source=rss&utm_medium=rss&utm_campaign=forecasting-the-upcoming-week-hormuz-uncertainty-keeps-markets-on-edge-as-usd-softens - Reports confirm the Strait of Hormuz is fully open, alleviating immediate supply disruption fears and causing West Texas Intermediate oil prices to fall near $83.00 per barrel. However, uncertainty remains as Iran warns it may close the strait again if the US maintains its naval blockade. The US Dollar Index softens near 98.00 amid fading safe-haven demand, while gold prices surge toward $4,865. Markets remain cautious ahead of upcoming central bank speeches and economic data releases from the US, Eurozone, and UK.
91. https://goldsilver.com/industry-news/goldsilver-news/5-signals-that-say-golds-bull-case-just-got-stronger/ - Gold and silver prices increased in April 2026 driven by five key factors: threats to Federal Reserve independence under President Trump, IMF forecasts predicting stagflation, US naval blockades of Iranian ports, rising copper prices alongside gold, and a fifth consecutive annual deficit in silver supply. The International Monetary Fund cut global growth forecasts while raising inflation expectations. Silver jumped 15% in a week as real yields fell and oil prices eased. Market analysts note that simultaneous rises in gold and copper signal concurrent supply disruptions and weakened institutional confidence.
92. https://goldsilver.com/industry-news/goldsilver-news/the-largest-gold-etf-outflow-ever-but-china-disagrees/ - In Q1 2026, North American investors withdrew $13 billion from physically backed gold ETFs, marking the largest monthly outflow ever recorded for the region. Conversely, Chinese investors added a record $8.5 billion to the same asset class during the quarter. The divergence occurred as the Federal Reserve paused rate cuts due to inflation concerns, making yield-bearing assets more attractive to US institutions. Meanwhile, China increased holdings by 50 tonnes to 298 tonnes, driven by safe-haven demand and economic growth, viewing gold as a permanent monetary holding. Gold prices recovered 17% from mid-March lows to approximately $4,879 per ounce.
93. https://goldsilver.com/industry-news/goldsilver-news/5-signals-that-say-golds-bull-case-just-got-stronger/ - Gold and silver prices increased in April 2026 driven by five key factors: threats to Federal Reserve independence under President Trump, IMF forecasts predicting stagflation, US naval blockades of Iranian ports, rising copper prices alongside gold, and a fifth consecutive annual deficit in silver supply. The International Monetary Fund cut global growth forecasts while raising inflation expectations. Silver jumped 15% in a week as real yields fell and oil prices eased. Market analysts note that simultaneous rises in gold and copper signal concurrent supply disruptions and weakened institutional confidence.
94. https://www.moneytimes.com.br/ouro-17-4-26-apsa/ - Gold prices advanced 1.5% to close at US$4,879.6 per troy ounce on the Comex, while silver rose 4%. The increase followed diplomatic developments in the Middle East, specifically the reopening of the Strait of Hormuz and a ceasefire between Lebanon and Israel. These events reduced geopolitical risk premiums and lowered inflation concerns, leading markets to price in a potential Federal Reserve interest rate cut in December 2026. Additionally, a weaker US dollar made gold more attractive to international buyers.
95. https://goldsilver.com/industry-news/goldsilver-news/5-signals-that-say-golds-bull-case-just-got-stronger/ - Gold and silver prices increased in April 2026 driven by five key factors: threats to Federal Reserve independence under President Trump, IMF forecasts predicting stagflation, US naval blockades of Iranian ports, rising copper prices alongside gold, and a fifth consecutive annual deficit in silver supply. The International Monetary Fund cut global growth forecasts while raising inflation expectations. Silver jumped 15% in a week as real yields fell and oil prices eased. Market analysts note that simultaneous rises in gold and copper signal concurrent supply disruptions and weakened institutional confidence.
96. https://bitcoinworld.co.in/gbp-usd-hormuz-reopening-dollar-impact/ - The GBP/USD currency pair is testing the 1.3600 resistance level following the confirmed reopening of the Strait of Hormuz, which triggered a sell-off in the US Dollar. The geopolitical development removed a risk premium on oil prices, causing Brent Crude to fall over 8%. This ease in inflationary pressures and improved trade outlook for the UK has strengthened the Pound, while the US Dollar Index dropped 1.29%. Traders are reassessing central bank policies, with the Bank of England maintaining a hawkish stance relative to the Federal Reserve.
97. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-jumps-on-weaker-dollar-revived-fed-rate-cut-bets-202604171517 - Silver prices jumped 5.40% to approximately $82.60 on Friday, driven by a weakening US dollar and increased market expectations for Federal Reserve interest rate cuts. The rally followed news that Iran declared the Strait of Hormuz open for commercial vessels, easing geopolitical tensions and causing oil prices to fall. Lower energy prices reduce inflation concerns, prompting investors to reassess US monetary policy. Markets now price a 38.2% chance of a 25-basis-point rate cut by year-end, supporting non-yielding assets like precious metals.
98. https://al-sharq.com/article/17/04/2026/%D8%AA%D8%B9%D8%B1%D9%81-%D8%B9%D9%84%D9%89-%D8%AA%D8%A3%D8%AB%D9%8A%D8%B1-%D9%81%D8%AA%D8%AD-%D9%85%D8%B6%D9%8A%D9%82-%D9%87%D8%B1%D9%85%D8%B2-%D9%81%D9%8A-%D8%A7%D9%84%D8%AF%D9%88%D9%84%D8%A7%D8%B1-%D9%88%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D8%B0%D9%87%D8%A8 - The US dollar declined and gold prices increased following Iranian Foreign Minister Abbas Araghchi's announcement that the Strait of Hormuz is fully open to commercial shipping. Bloomberg's Dollar Index erased gains since the start of the conflict, dropping 0.5% to a low not seen since late February. Gold futures rose 1.64% to $4,869.32 per ounce, supported by the dollar's weakness and easing geopolitical tensions regarding energy supplies and safe-haven demand.
99. https://bitcoinworld.co.in/gold-surge-hormuz-reopening-oil-fed/ - Gold prices surged to a multi-month high while Brent crude oil futures plunged over 8% after Iran reopened the Strait of Hormuz on April 15, 2025. The reopening alleviated war-risk premiums on oil. Simultaneously, strengthening US economic data solidified market bets on an imminent Federal Reserve interest rate cut, weakening the dollar and driving capital into safe-haven assets. Global central banks added net 35 tonnes of gold to reserves in Q1 2025. Futures markets now price a 78% probability of a 25-basis-point rate cut at the June FOMC meeting.
100. https://www.fxstreet.com/news/central-banks-watching-gulf-fallout-not-overreacting-ubs-202604171740 - UBS Chief Economist Paul Donovan states that central banks are monitoring second-round effects from Gulf developments rather than implementing immediate policy shifts. Bank of England Governor Bailey has moderated his hawkish tone, and Chief Economist Pill is expected to reinforce this stance. Similarly, European Central Bank Chief Economist Lane argues that decisive war effects are not yet visible, delaying any changes to policy signals. Markets are currently observing these developments without expecting immediate central bank action.
101. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-jumps-on-weaker-dollar-revived-fed-rate-cut-bets-202604171517 - Silver prices jumped 5.40% to approximately $82.60 on Friday, driven by a weakening US dollar and increased market expectations for Federal Reserve interest rate cuts. The rally followed news that Iran declared the Strait of Hormuz open for commercial vessels, easing geopolitical tensions and causing oil prices to fall. Lower energy prices reduce inflation concerns, prompting investors to reassess US monetary policy. Markets now price a 38.2% chance of a 25-basis-point rate cut by year-end, supporting non-yielding assets like precious metals.
102. https://www.fxstreet.com/news/energy-softer-inflation-shock-expected-bnp-paribas-202604171359 - BNP Paribas economist Hélène Baudchon argues that the current oil and gas price surge linked to the war in Iran will cause a less severe inflationary shock and growth damage than the 2022 energy crisis. She attributes this to weaker global demand and fewer supply constraints compared to the Ukraine conflict era. The bank highlights that central banks are prepared to react more quickly to contain second-round effects, though transmission lags require close monitoring of indicators across the Eurozone, United States, and emerging markets.
103. https://ca.investing.com/news/economy-news/ecbs-lagarde-says-inflation-risks-tilted-upward-amid-iran-conflict-93CH-4571126 - European Central Bank President Christine Lagarde stated that inflation risks for the euro area are skewed to the upside due to the conflict in Iran. While medium-term implications depend on the war's duration, near-term risks are elevated. Policymakers are monitoring surging energy prices and are unlikely to act immediately. Consumer prices in the euro area rose 2.6% in March, exceeding the 2% target. The ECB aims to stabilise inflation at 2% in the medium term despite geopolitical tensions.
104. https://cryptobriefing.com/iran-war-oil-shock-create-uncertainty-in-feds-policy-path-sf-feds-daly/ - SF Fed President Mary Daly stated that the Iran war and resulting oil price shock have created uncertainty regarding the Federal Reserve's policy path. Market expectations for a specific rate decision pattern by April 2026 have decreased as traders anticipate potential deviations due to geopolitical instability and economic disruptions. The conflict's impact on the Strait of Hormuz has also influenced WTI Crude Oil price probabilities. Traders are reassessing the likelihood of the Fed following its predicted course amidst these pressures.
105. https://www.business-standard.com/economy/news/after-a-delay-govt-notifies-17-banks-to-import-gold-until-march-2029-126041701175_1.html - The Government of India has notified 17 banks, including Union Bank of India and Sberbank, as authorised entities to import gold and silver until March 2029. This belated notification resolves a delay that previously held up approximately 5 tonnes of gold and 8 tonnes of silver pending customs clearance. The move allows banks to clear consignments, addressing market disruptions caused by the absence of fresh imports ahead of Akshaya Tritiya. India maintains a concessional 5 per cent duty on gold imports under its free trade agreement with Dubai.
106. https://www.gurufocus.com/news/8800477/european-central-banks-caution-on-inflation-risks-amid-middle-east-tensions - Madis Muller, a member of the European Central Bank Governing Council, cautioned policymakers against hasty actions regarding inflation risks linked to the conflict in Iran. Speaking at the IMF spring meeting, Muller noted that while eurozone inflation stands at 2.6%, there are currently no signs of widespread second-round price effects. He warned that assuming energy shocks are temporary could be dangerous, though he stated there is insufficient evidence for immediate interest rate hikes. Officials plan to maintain rates in April and delay judgments on the conflict's impact until June.
107. https://www.irishexaminer.com/business/arid-41829344.html - The International Monetary Fund advises European governments against broadly shielding consumers and businesses from rising energy prices, warning that such measures distort price signals and incur high fiscal costs. IMF head Alfred Kammer recommends targeted support for the poorest households and clear end dates for interventions. The warning follows protests in Ireland over diesel price surges linked to the Strait of Hormuz closure. The IMF also suggests the European Central Bank should raise interest rates to combat inflation.
108. https://www.gurufocus.com/news/8800525/tesla-hiring-signals-deeper-push-into-chips - Tesla is expanding its semiconductor operations by hiring engineers for its Terafab AI chip complex in Taiwan. New job listings indicate recruitment for process engineering, integration, and yield roles within a fully integrated facility. The project involves edge AI processors, satellite chips, and high bandwidth memory, utilizing advanced 2nm class designs and manufacturing steps. This initiative supports Tesla's broader strategy to control its hardware stack for AI applications.
109. https://bulawayo24.com/index-id-news-sc-national-byo-263897.html - A villager was shot at the Sino Africa Huijin Mine in Zimbabwe, marking the third reported shooting incident at the site in five years. The Centre for Natural Resource Governance (CNRG) reports the victim, an unarmed artisanal miner, was allegedly shot after failing to pay a US$10 access fee. While Manicaland provincial police spokesperson Wiseman Chinyoka classified the incident as self-defence, CNRG warns of excessive force and calls for due process amid allegations of corruption and weak regulation in the mining sector.
110. https://www.itmtrading.com/blog/gold-surges-hormuz-reopens-signals/ - Gold prices rebounded towards $4,800 following a reduction in geopolitical tensions around the Strait of Hormuz. The article notes that despite cooling oil volatility, broader inflation trends remain intact, supporting precious metals. It highlights a retail-driven stock market rally with low institutional participation and warns of systemic risks including rising defaults, job losses, and potential liquidity concerns in financial institutions. The text suggests gold and silver serve as hedges against currency devaluation and institutional failure.
111. https://www.deccanchronicle.com/business/market/gold-imports-down-59-pc-in-march-to-nine-month-low-1951034 - Gold imports into India declined 59 per cent in value terms in March 2026, reaching $3.1 billion, a nine-month low. Volume imports are estimated at 20–25 tonnes, significantly below the 12-month average. The World Gold Council attributes the drop to flight disruptions from the Middle East causing supply issues and price volatility reducing demand. While digital gold purchases and ETF inflows continued, jewellery sales remained muted. The Reserve Bank of India added 0.17 tonnes to its gold reserves, bringing total holdings to 880.5 tonnes.
112. https://www.abendzeitung-muenchen.de/mehr/geld/lagarde-krieg-im-iran-wird-inflation-nach-oben-treiben-art-1125855 - ECB President Christine Lagarde warned that the war in Iran will significantly push inflation higher in the Eurozone due to rising energy prices. Speaking at the IMF in Washington, she noted short-term inflationary pressures and downward risks for growth. Eurozone consumer prices rose 2.6% year-on-year in March, exceeding the ECB's target. Markets now expect interest rate hikes throughout the year as the central bank prepares to decide on rates on 30 April.
113. https://www.rionegro.com.ar/energia/santa-cruz-retoma-las-perforaciones-en-el-proyecto-la-manchuria-en-busca-de-oro-y-plata-4543164/ - Astra Exploration Inc. has commenced Phase Three of its exploration programme at the La Manchuria gold and silver project in Santa Cruz, Argentina. The company plans to drill a minimum of 5,000 metres in the Macizo del Deseado. This initiative follows previous geological studies and is supported by an inspection from the provincial Ministry of Energy and Mining. Astra holds an option to acquire a 90% stake from owner Patagonia Gold Corp.
114. https://pv-magazine-usa.com/2026/04/17/kiwa-pvel-updates-solar-module-testing-protocols-to-address-field-failures/ - Kiwa PV Evolution Labs (PVEL) has updated its PV Module Product Qualification Program to address rising reports of spontaneous glass breakage and hail damage. The revisions introduce test-to-failure protocols for the Hail Stress Sequence and Mechanical Stress Sequence, increasing sample sizes to five modules. Changes also include streamlined ultraviolet exposure and added light soaking steps. These updates aim to provide developers and financiers with granular data on module safety margins and durability.
115. https://www.americanbankingnews.com/2026/04/17/j-m-arbour-llc-buys-shares-of-14474-ishares-gold-trust-iau.html - J.M. Arbour LLC acquired 14,474 shares of iShares Gold Trust (IAU) valued at approximately $1.175 million during the fourth quarter, according to a Securities and Exchange Commission filing. This purchase represents 1.2% of the firm's investment portfolio. Other institutional investors, including Bank of America Corp DE, Envestnet Asset Management Inc, JPMorgan Chase & Co, UBS Group AG, and WealthNavi Inc, also increased their stakes in the exchange-traded fund during the third quarter.
116. https://www.northernminer.com/news/la-manchas-50m-greenheart-gold-deal-deepens-guiana-shield-exposure/1003890122/ - La Mancha Resource Capital invested C$50 million to acquire 50 million shares in Greenheart Gold, increasing its stake to 19.9% and becoming the largest single shareholder. The Luxembourg-based fund aims to strengthen its position in the Guiana Shield, following similar investments in G Mining Ventures and Belo Sun Mining. Greenheart, focused on the Majorodam project in Suriname, reported recent positive drill results and soil sampling anomalies. The deal values Greenheart at approximately $157.3 million.
117. https://www.americanbankingnews.com/2026/04/17/jgp-global-gestao-de-recursos-ltda-makes-new-1-02-million-investment-in-spdr-sp-metals-mining-etf-xme.html - JGP Global Gestao de Recursos Ltda purchased 9,800 shares of the SPDR S&P Metals & Mining ETF (XME) valued at approximately $1,015,000 during the fourth quarter. This acquisition represents the fund's 12th largest position, comprising 0.6% of its portfolio. Other institutional investors, including Citigroup Inc and Bank of Nova Scotia, also increased their holdings in the ETF during the third quarter.
118. https://startuptalky.com/news/gold-silver-price-india-17-april-2026/ - Gold prices in India declined by ₹1,320 per 10 grams on 17 April 2026, while silver prices remained steady at ₹2,75,000 per kg. The drop was driven by a stronger US dollar, profit booking by investors after recent highs, and cooling geopolitical tensions. Prices varied across major Indian cities including Delhi, Mumbai, and Chennai. Despite the short-term correction, analysts view the dip as a potential buying opportunity ahead of the Akshaya Tritiya festival, with demand expected to remain resilient.
119. https://www.actionforex.com/contributors/fundamental-analysis/637354-weekly-focus-markets-calming-on-peace-hopes/ - Markets show reduced volatility as hopes for peace in the Iran conflict emerge, driven by a 10-day ceasefire between Israel and Lebanon and potential Strait of Hormuz reopening. Oil prices have declined, lowering inflation expectations and prompting revised forecasts for ECB rate cuts in June and July. Despite temporary agreements, risks remain due to differing views on nuclear resources and shipping, with potential for sentiment to worsen. Economic data from China shows mixed growth signals, while analysts expect negative growth effects for 2026 in major economies despite falling energy prices.
120. https://kalkinemedia.com/ca/stocks/metal-and-mining/is-seabridge-golds-ksm-delay-a-risk-in-tsx-smallcap-index - Seabridge Gold faces delays in amending permits for the Mitchell Treaty Tunnels at its KSM project in British Columbia due to a legal dispute with Tudor Gold. The company, listed on the TSX and part of the S&P TSX smallcap Index, operates without active production revenue and relies on external funding. Valuation metrics show a premium over peers, while operational progress depends on resolving legal access issues and securing regulatory approvals.
121. https://kingworldnews.com/gold-silver-rallying-as-open-interest-has-collapsed/ - Gold and silver prices rallied strongly while open interest on both metals collapsed, indicating thin liquidity and limited speculator participation. The rally occurred amid geopolitical tensions involving Iran and Lebanon, with markets described as complacent regarding inflationary pressures and potential global economic shocks. Analysts note a disconnection between physical and futures oil prices and warn of a potential credit-fuelled bubble in equities. Central bank demand for gold is cited as a supporting factor, though short-term volatility is expected if bond yields rise.
122. https://www.brecorder.com/news/40416946/gold-up-more-than-1-poised-for-fourth-straight-weekly-gain - Gold prices increased by over 1% on Friday, reaching $4,846.28 per ounce, driven by a weakening U.S. dollar and comments from Iran's foreign minister regarding open shipping lanes in the Strait of Hormuz. The metal is poised for a fourth consecutive weekly gain as optimism around potential peace supports risk appetite. Conversely, Indian banks have halted gold and silver imports due to a lack of formal government authorisation, leaving significant quantities at customs. Other precious metals, including silver, platinum, and palladium, also recorded weekly gains.
123. https://investinglive.com/commodities/silver-outperforms-gold-amid-positive-drivers-but-new-record-highs-will-need-fed-support-20260417/ - Silver has outperformed gold recently due to lower real yields, looser financial conditions, and a weaker US dollar. Analysts note that while US-Iran deal expectations limit downside risk, a stronger rally requires the Federal Reserve to pivot back to a dovish stance. Technical analysis on daily, 4-hour, and 1-hour timeframes suggests buyers are targeting the 96.35 and 120.00 levels, provided key resistance holds and the ceasefire remains intact.
124. https://investinglive.com/commodities/silver-outperforms-gold-amid-positive-drivers-but-new-record-highs-will-need-fed-support-20260417/ - Silver has outperformed gold recently due to lower real yields, looser financial conditions, and a weaker US dollar. Analysts note that while US-Iran deal expectations limit downside risk, a stronger rally requires the Federal Reserve to pivot back to a dovish stance. Technical analysis on daily, 4-hour, and 1-hour timeframes suggests buyers are targeting the 96.35 and 120.00 levels, provided key resistance holds and the ceasefire remains intact.
125. https://resourceworld.com/silvercorp-releases-2027-guidance-ecuador-mine-update/?utm_source=rss&utm_medium=rss&utm_campaign=silvercorp-releases-2027-guidance-ecuador-mine-update - Silvercorp Metals Inc. released fiscal 2027 production guidance and an update on its El Domo mine in Ecuador. The company expects to process 1.5 to 1.6 million tonnes of ore in 2027, yielding approximately 6.8 to 7.1 million ounces of silver and 9,500 to 10,000 ounces of gold. This represents increases compared to 2026 results. Silvercorp also reported record revenue of $438.1 million for fiscal 2026. The El Domo project, a copper-gold mine under construction in central Ecuador, is expected to begin production by July 2027 following completion of site preparation and equipment orders.
126. https://europeanbusinessmagazine.com/business/finance-silver-price-correction-supply-deficit-2026/?utm_source=rss&utm_medium=rss&utm_campaign=finance-silver-price-correction-supply-deficit-2026 - As of April 2026, silver prices fell approximately 36% from a January peak of $121.7 to trade near $78 per ounce. This correction reflects a repricing after investment flows exceeded fundamentals, driven by elevated US interest rates, a strong dollar, and industrial buyers optimising costs. Despite the price drop, the market faces a projected 2026 supply deficit of 46 million ounces, marking the sixth consecutive annual shortfall. Industrial demand, accounting for over 50% of total usage in sectors like solar and electric vehicles, remains a key structural driver.
127. https://www.eenews.net/articles/groups-promise-fight-after-congress-scraps-bidens-minnesota-mining-limits/ - The US Senate approved legislation to repeal a 2023 Biden administration order that withdrew over 225,000 acres in Minnesota's Superior National Forest from mining and geothermal leasing. The vote, 50-49, utilized the Congressional Review Act to undo the protection of the Boundary Waters Canoe Area Wilderness. This action paves the way for Twin Metals Minnesota, a subsidiary of Chilean company Antofagasta, to proceed with its proposal to mine copper and nickel. Environmental groups and Democrats condemned the move, while Republicans hailed it as a victory for jobs and critical minerals. The resolution now heads to President Trump's desk.
128. https://sigmaearth.com/first-semiconductor-sez-in-india-approved-for-dholera/?utm_source=rss&utm_medium=rss&utm_campaign=first-semiconductor-sez-in-india-approved-for-dholera - On April 9, 2026, India approved the first semiconductor Special Economic Zone (SEZ) in Dholera, Gujarat. The facility, core to Tata Semiconductor Manufacturing Pvt Ltd., is a joint venture with Taiwan's Powerchip Semiconductor Manufacturing Corporation (PSMC). The project involves an estimated investment of ₹91,000 crore (~$10.9 billion) and aims to manufacture chips using 28nm and below nodes. Expected to create over 21,000 jobs, the SEZ is designed to reduce India's dependence on imported chips and strengthen its domestic supply chain resilience.
129. https://www.pv-magazine.com/2026/04/17/will-we-finally-buy-european-pv-modules/ - Europe's solar PV market is transitioning from a price-driven commodity sector to a segmented landscape influenced by the Net-Zero Industry Act and Industrial Acceleration Act. While 60% of demand remains open to global suppliers, approximately 40% is reserved for resilient or domestic production, creating distinct national markets. Despite regulatory complexity and potential ambiguities regarding free trade agreements, structural demand of 60-70 GW annually and rising energy costs are driving investment in European manufacturing capacity and equipment.
130. https://www.litefinance.org/blog/analysts-opinions/gold-price-prediction-forecast/gold-always-finds-its-way-back-forecast-as-of-17042026/ - Analysts predict a buying opportunity for gold as XAU/USD rebounds from support levels near 4,730 and 4,690. The outlook is driven by easing fears of aggressive monetary tightening from major central banks, including the Fed, Bank of England, and ECB, alongside ongoing de-dollarization trends. Despite geopolitical risks in the Middle East, gold remains undervalued relative to pre-conflict levels, with investors increasingly viewing it as a hedge against stagflation and inflation while equity markets rally.
131. https://www.litefinance.org/blog/analysts-opinions/gold-price-prediction-forecast/xauusd-elliott-wave-analysis-and-forecast-for-170426-240426/ - Alex Geuta of LiteFinance published an Elliott Wave analysis for XAU/USD covering 17.04.26 to 24.04.26. The main scenario projects a rise to 5,610.00–6,000.00 if prices hold above 4,353.90. An alternative scenario suggests a decline to 4,083.75–3,718.62 if the level breaks downwards. The analysis is based on technical theory and includes specific trading levels for entry, stop loss, and take profit. The content is for informational purposes only.
132. https://dillongage.com/blog/gold-leaps-on-optimism-over-iran-war/ - Gold prices increased by over 1% following news that the Strait of Hormuz is open to commercial ships, sparking optimism about the potential end of the Iran war. President Donald Trump indicated the US is close to ending the conflict, with talks expected to resume. The development weakened the dollar, making gold more expensive for other currency holders. While Iran declared the strait open, the US maintains a blockade on Iranian-flagged ships. The conflict had previously caused gold to fall as investors anticipated higher interest rates from the Federal Reserve.
133. https://blogdocemagia.blogspot.com/2026/04/wall-street-jumps-on-optimism-over.html - Wall Street reacted positively to optimism regarding revived US-Iran talks. U.S. Treasury Secretary Scott Bessent expressed confidence in cooling core inflation and called for Federal Reserve rate cuts. Conversely, Chicago Federal Reserve President Austan Goolsbee suggested rate cuts might be delayed until 2027 if the war impacts inflation. Meanwhile, U.S. small business sentiment fell to an 11-month low in March due to rising oil prices, according to the National Federation of Independent Business.
134. https://www.channelnewsasia.com/business/analysisbojs-hawkish-hints-keep-rate-hike-cards-6063991 - Bank of Japan Governor Kazuo Ueda did not pre-commit to an April rate increase due to uncertainty surrounding the Middle East conflict, though he maintained that a hike remains possible. While Finance Minister Satsuki Katayama and the IMF urged a wait-and-see approach similar to the Federal Reserve, Ueda highlighted Japan's unique economic conditions. Markets have reduced bets on an April hike to around 10 per cent, but analysts suggest an 80 per cent probability of a rate increase by June or July to address low real interest rates and potential yen depreciation.
135. https://www.northernontariobusiness.com/spotlight/this-homegrown-timmins-mining-contractor-is-taking-the-world-by-storm-12129458 - Hancon Mining, a Timmins-based contractor founded in 2023 by CEO Matt Kernick, has grown to over 200 employees. The company operates in Ontario, Manitoba, and the United States, with a significant focus on silver mines in Idaho, including support for the Crescent Mine revival. Hancon emphasizes a strong safety culture and is actively recruiting, offering training assistance to attract talent to the mining sector.
136. https://www.businesstoday.in/bt-tv/whats-hot/video/india-halts-gold-silver-imports-supply-crunch-fears-rise-as-govt-delays-bullion-clearance-order-526232-2026-04-17?utm_source=rssfeed - India has effectively paused gold and silver imports as banks halt fresh orders and consignments remain stuck at customs due to a lack of formal government clearance. This disruption tightens domestic supply, forcing dealers to hold back orders and draw down inventories. While the move aims to contain the trade deficit and support the rupee, it raises fears of supply shortages and higher premiums ahead of festive buying.
137. https://www.wisdomtree.com/investments/blog/2026/04/17/the-month-gold-broke-five-lessons-from-the-march-madness-selloff-and-the-rebound-opportunity - Gold fell 12% in March 2026, its worst monthly performance since 2013, primarily due to liquidity-driven deleveraging and rising real yields rather than fundamental shifts. Despite macro headwinds including higher US real rates and a stronger dollar, early April inflows and stabilizing positioning suggest a potential rebound. Historical data indicates positive 6- and 12-month returns following such drawdowns, often amplified in gold miners. WisdomTree funds GDMN and GDE are highlighted as vehicles for capital-efficient exposure to both gold and miners during this recovery phase.
138. https://blockonomi.com/gold-rallies-over-1-as-iran-reopens-key-shipping-route-amid-ceasefire/ - Gold prices advanced more than 1% to $4,843.17 per ounce following Iran's announcement that commercial ships can pass through the Strait of Hormuz during a ceasefire period. President Trump confirmed a 10-day truce between Israel and Lebanon and indicated Washington and Tehran are nearing a nuclear agreement. Brent crude prices fell 8.3% after the reopening, while speculative investors reduced net long bullion holdings to their lowest level in over 24 months. The development marks a recovery for gold, which remains roughly 9% below pre-conflict highs.
139. http://www.kakiforex.com/2026/04/gold-price-fails-to-sustain-usd.html - Gold prices showed a lackluster trend as geopolitical tensions eased following US-Iran talks and a 10-day ceasefire agreement between Israel and Lebanon. While initial jobless claims fell to 207,000, industrial production declined by 0.5% in March. Federal Reserve officials maintained a cautious monetary policy approach, with New York Fed President John Williams noting potential inflationary pressures from the Iran conflict. Consequently, demand for safe-haven assets like gold reduced despite solid labor market data.
140. https://cryptobriefing.com/us-iran-conflict-impacts-fed-rate-cut-expectations-for-december-2026/ - Traders on Polymarket are pricing a 60% probability of a Federal Reserve rate cut by December 2026, up from earlier expectations of two cuts. The U.S.-Iran conflict is disrupting global oil supplies, complicating Fed policy. Market sentiment has reversed from pricing rate hikes to favoring cuts due to inflation and economic slowdown concerns. Trading volume remains thin. Powell's statements and FOMC minutes are key catalysts for future repricing.
141. https://www.advisor.ca/economy/economic-indicators/inflation-expected-to-jump-in-march-as-iran-oil-shock-enters-price-data/ - Statistics Canada is set to report March consumer price data reflecting rising oil prices following Iran's closure of the Strait of Hormuz. RBC senior economist Claire Fan predicts headline inflation will reach 2.5% in March, up from 1.8% in February, before potentially exceeding 3% in April. Bank of Canada governor Tiff Macklem anticipates a near-term inflation increase but indicated policymakers may overlook the initial shock ahead of the April 29 interest rate decision.
142. https://foxtonnews.com/u-s-news/irans-oil-disaster-is-fueling-inflation-main-banks-say-gold-is-subsequent/ - J.P. Morgan, Wells Fargo, and Bank of America have set year-end 2026 gold price targets between $6,000 and $6,300 per ounce. These projections are driven by ongoing inflation risks, central bank buying, recession fears linked to US debt and energy market disruptions, and potential Federal Reserve rate cuts. Analysts suggest current lower gold prices may represent a buying opportunity as investors seek safe-haven assets amidst global uncertainty.
143. https://observervoice.com/report-banks-halt-gold-and-silver-import-orders-amid-supply-shortage-and-customs-delays-200005/ - Banks in India have suspended new gold and silver import orders because the Directorate General of Foreign Trade has not issued a new annual notification following the expiry of the April 2025 directive. Consequently, over five tonnes of gold and eight tonnes of silver are stuck at customs. This supply disruption raises concerns about domestic availability for India, the world's second-largest gold consumer, and could impact global bullion prices and the rupee.
144. https://ekonomi.haber7.com/ekonomi/haber/3620846-altin-fiyatlari-icin-wells-fargodan-carpici-tahmin - Wells Fargo Securities strategist Ohsung Kwon forecasts gold prices may rise to $8,000 per ounce by 2027, citing a global deleveraging cycle. Despite a recent 11% drop in March, the analyst believes central banks are shifting towards gold as a safe haven. A bearish scenario suggests prices could fall to $4,000 by the end of 2027.
145. https://cryptobriefing.com/us-job-market-signals-recession-says-moodys-economist-mark-zandi/ - Mark Zandi of Moody's asserts that the US job market is currently indicating a recession. While no official downturn has been declared, his comments are expected to increase the probability of a 2026 recession in prediction markets. The situation is compounded by the ongoing Iran conflict and rising oil prices, which may influence Federal Reserve policy decisions between January and April. Traders are monitoring upcoming employment reports and GDP data for confirmation.
146. https://cryptobriefing.com/middle-east-conflict-threatens-us-supply-shock-warns-ny-feds-williams/ - New York Fed President John Williams warned that the Middle East conflict poses a potential supply shock to the US economy. Traders on Polymarket have priced a 75% probability of crude oil reaching $90 by June 30, driven by concerns over the Strait of Hormuz and attacks on Qatar's LNG facilities. Williams' comments suggest a decreased likelihood of a Federal Reserve rate cut in April due to rising inflationary pressure from energy prices.
147. https://greencentralbanking.com/2026/04/17/us-war-on-iran-shows-renewable-energy-is-inflation-management-tool/ - Recent US-Israeli strikes on Iran triggered a seventh major fossil fuel price shock, disrupting central bank rate plans and elevating global inflation. Experts argue renewable energy offers near-zero marginal costs and energy sovereignty, insulating economies from volatile fossil fuel cycles. The article highlights the need for central banks to introduce targeted green lending facilities to decouple clean energy investment from high interest rates, preventing monetary tightening from stifling the transition required to manage inflation.
148. https://tradebrains.in/kalyan-jewellers-titan-shares-tumble-6-as-gold-silver-import-gridlock-hits-india/ - Shares of Kalyan Jewellers and Titan Company fell approximately 6% and 3% respectively on April 17, 2026, following reports that Indian banks halted new gold and silver import orders due to a regulatory delay by the Directorate General of Foreign Trade (DGFT). With the Akshaya Tritiya festival approaching on April 19, 2026, the industry faces potential supply shortages as a customs backlog of 5 tonnes of gold and 8 tonnes of silver remains unresolved. Conversely, state-run MMTC (PSU) shares rose 16% amid speculation of special import permissions.
149. https://londonlovesbusiness.com/silvers-sharp-decline-from-the-121-7-peak-macro-pressure-or-a-necessary-rebalancing/ - Silver prices have fallen from a January peak of $121.7 to approximately $78, driven by high interest rates, a strong US dollar, and fading safe-haven flows. Despite short-term pressure, the metal faces a persistent structural supply deficit expected to reach 46 million ounces in 2026, fueled by demand from the solar industry, electric vehicles, and AI. However, rising prices are triggering demand destruction, with the solar sector shifting toward copper substitution and industrial demand projected to decline by 2% in 2026. The market is currently in a re-accumulation phase, balancing macroeconomic headwinds against long-term industrial fundamentals.
150. https://www.defenseworld.net/2026/04/17/ishares-silver-trust-slv-shares-sold-by-farther-finance-advisors-llc.html - Farther Finance Advisors LLC decreased its position in iShares Silver Trust (SLV) by 47.4% during the fourth quarter, selling 73,674 shares to retain 81,607 shares valued at $5.257 million. While Farther reduced its stake, several other institutional investors including Westside Investment Management Inc. and Wolff Wiese Magana LLC increased their holdings in the exchange-traded fund. The trust, which holds physical silver, reported a market capitalization of $40.32 billion.
151. https://www.lawnews.co.uk/business/canadas-etf-market-hits-new-record-despite-global-turmoil/ - * Canada's ETF market recorded $125.8 billion in net inflows in 2025, surpassing the $100 billion threshold for the first time. * January 2026 saw $22.3 billion in inflows, with equity funds alone attracting $14.6 billion. * Gold accounted for approximately 70% of commodity ETF inflows as prices exceeded $5,000 per ounce. * Silver prices rose alongside gold, contributing to increased investment in precious metals ETFs. * Asset allocation funds and actively managed ETFs saw significant growth, though concerns remain regarding complexity and costs.
152. https://www.fxstreet.com/news/gold-steady-near-4-800-as-us-iran-deal-hopes-grow-fed-rate-cut-bets-return-202604171218 - Gold prices held steady around $4,807 on Friday, supported by optimism over potential US-Iran diplomatic progress and renewed expectations for Federal Reserve interest rate cuts. US President Donald Trump indicated significant progress in negotiations, while a softer US Dollar and cooling oil prices due to reduced geopolitical risk premiums bolstered the metal. Technical indicators suggest a constructive near-term bias with resistance near $4,931 and support at $4,646.
153. https://www.defenseworld.net/2026/04/17/bcm-advisors-llc-buys-shares-of-7854-spdr-gold-minishares-trust-gldm.html - BCM Advisors LLC purchased 7,854 shares of SPDR Gold MiniShares Trust (GLDM) valued at approximately $670,000 during the fourth quarter. Other institutional investors, including Deane Retirement Strategies Inc. and Accredited Wealth Management LLC, also increased their holdings in the third quarter. The trust, issued by State Street, tracks the LBMA Gold Price index using gold bars held in London vaults.
154. https://www.defenseworld.net/2026/04/17/bcm-advisors-llc-has-82-04-million-position-in-spdr-gold-shares-gld.html - BCM Advisors LLC trimmed its holding in SPDR Gold Shares (GLD) by 4.3% during the fourth quarter, selling 9,411 shares to retain a position of 207,021 shares valued at $82.04 million. This reduction leaves GLD as the second-largest position in BCM's portfolio, representing 16.3% of its total assets. While BCM reduced its stake, several other institutional investors, including Hopwood Financial Services Inc and Vestwell Advisors LLC, established new positions in the fund during the third and fourth quarters.
155. https://www.defenseworld.net/2026/04/17/ishares-silver-trust-slv-shares-sold-by-farther-finance-advisors-llc.html - Farther Finance Advisors LLC decreased its position in iShares Silver Trust (SLV) by 47.4% during the fourth quarter, selling 73,674 shares to retain 81,607 shares valued at $5.257 million. While Farther reduced its stake, several other institutional investors including Westside Investment Management Inc. and Wolff Wiese Magana LLC increased their holdings in the exchange-traded fund. The trust, which holds physical silver, reported a market capitalization of $40.32 billion.
156. https://www.business-standard.com/markets/news/gold-eyes-5-000-amid-us-iran-ceasefire-hopes-analyst-suggests-buy-on-dips-126041700659_1.html - Spot gold surged to $4,871 on April 15, reaching its highest level since March 19, driven by optimism surrounding a potential US-Iran ceasefire and easing Middle East tensions. While the metal trades steady near $4,792, analysts suggest buying on dips as gold targets the $5,000 level in the short term, contingent on sustained peace hopes and seasonal factors.
157. https://www.fxstreet.com/news/fed-cuts-questioned-as-inflation-risks-build-nordea-202604171213 - Nordea analysts Ole Håkon Eek-Nielsen and Jan von Gerich argue that the Federal Reserve is unlikely to cut interest rates due to persistent inflation near 3%, wage growth around 4%, and tight labour markets. They suggest that higher energy and commodity prices, potentially driven by the Middle East conflict and AI investment, could sustain US inflation, supporting an unchanged policy rate outlook for 2026.
158. https://ca.investing.com/news/economy-news/take-five-warsh-war-and-worsening-conditions-4570467 - Financial markets show optimism as US President Donald Trump signals confidence that the war in Iran will end soon, with potential talks this weekend. However, this mood faces tests from upcoming data indicating stuttering business activity and rising price pressures. Investors await Kevin Warsh's confirmation hearing for the Federal Reserve chair on April 21, amidst concerns over inflation driven by energy prices. Central banks in emerging Asia and Turkey face challenges defending currencies and managing high inflation, with Turkey potentially hiking rates by 300 basis points.
159. https://www.zeebiz.com/markets/commodities/news-centre-updates-authorised-bank-list-for-gold-silver-imports-15-banks-cleared-till-march-2029-393827 - The Directorate General of Foreign Trade (DGFT) has updated the list of banks authorised to import gold and silver in India, effective from April 1, 2026, to March 31, 2029. The revised list includes 15 banks authorised for both metals and two banks for gold only. This update addresses recent import disruptions caused by regulatory delays and customs bottlenecks, which had led to the accumulation of approximately 5 metric tonnes of gold and 8 metric tonnes of silver at ports.
160. https://telanganatoday.com/gold-prices-rise-nearly-10-per-cent-ahead-of-akshaya-tritiya-volatility-persists - Gold prices in India have risen nearly 10 per cent in 2026 ahead of Akshaya Tritiya, driven by global uncertainty and safe-haven demand. Despite weak jewellery demand due to high prices, long-term fundamentals remain constructive. Investors are increasingly shifting towards financial gold options like ETFs, while central banks continue strong purchases. The outlook suggests a broad trading range in the near term with a medium to long-term positive trajectory.
161. https://www.zeebiz.com/markets/commodities/news-65-gold-rally-since-last-akshaya-tritiya-where-to-invest-now-etfs-physical-gold-or-sgbs-393833 - Gold prices in India have risen over 65% since the previous Akshaya Tritiya, reaching Rs 1,57,045 per 10 grams. While silver has outperformed with a 165% gain, analysts warn of short-term consolidation due to profit booking. The long-term outlook remains bullish, with targets of Rs 2,00,000–2,10,000 for gold. Experts recommend shifting from physical gold to Gold ETFs and Silver ETFs via monthly SIPs to mitigate storage costs and timing risk, noting that Sovereign Gold Bonds remain attractive for tax-free capital gains.
162. https://www.zeebiz.com/personal-finance/news-akshaya-tritiya-gold-etfs-funds-or-jewellery-which-option-works-best-for-you-393824 - Experts in India note a growing trend where investors are moving away from physical gold and jewellery towards financial instruments like gold ETFs and mutual funds during Akshaya Tritiya. Harshvardhan Roongta of Roongta Securities and Shweta Rajani of Anand Rathi Wealth highlight that while tradition persists, convenience and diversification drive this shift. Gold ETFs have grown to approximately Rs 1.7 lakh crore in assets. Advisors recommend allocating a specific portion of portfolios to gold for long-term wealth creation rather than relying on short-term price spikes, noting that paper gold avoids storage and purity issues associated with physical holdings.
163. https://dailyhodl.com/2026/04/17/gold-purchases-by-global-central-banks-skyrocket-575-surpassing-4600000000-in-just-one-month/ - Global central banks purchased 27 tons of gold worth over $4.6 billion in February, representing a 575% month-on-month increase. Poland was the largest buyer with 20 tons, while Turkey and Russia were the biggest sellers. African central banks, including Uganda and Kenya, are also increasing their gold reserves as a diversification strategy. Gold prices traded at $4,833 at the time of reporting.
164. https://www.azernews.az/region/257157.html - Gold prices increased by $10.7 to $4,819 per troy ounce on the COMEX exchange on 17 April 2026. The rise reflects strengthened investor demand for safe-haven assets due to global economic uncertainty and intensified geopolitical tensions. While silver prices fell, gold continues to serve as a hedge against inflationary risks. Central banks are also increasing their gold reserves at the expense of dollar assets.
165. https://www.globenewswire.com/news-release/2026/04/17/3276067/0/en/Gold-Has-Set-More-Than-50-All-Time-Highs-in-a-Single-Year-Jim-Rickards-Says-This-is-Only-The-Beginning.html - * Gold set 53 new all-time highs in 2025, with an annual average price rising 44% to $3,431 per ounce. * Global central banks purchased over 1,000 tonnes of gold for three consecutive years, significantly exceeding historical averages. * Jim Rickards argues that structural supply constraints and sovereign accumulation drive the market rather than price alone. * A regulatory shift in Alaska via Executive Order 14153 aims to expedite permitting for a major undeveloped gold and copper deposit. * J.P. Morgan Research projects gold approaching $5,000 per ounce in 2026.
166. https://www.realestate.com.au/news/rba-calls-for-rock-solid-government-support-says-monetary-policy-cant-solve-everything/ - Reserve Bank of Australia deputy governor Andrew Hauser stated that central banks require 'rock solid support' from governments to manage inflation amidst adverse supply shocks. Speaking in Washington DC, Hauser highlighted the difficulty of differentiating between supply and demand shocks, noting that monetary policy cannot address first-round inflation effects caused by geopolitical conflicts and energy crises. He warned that without government restraint on spending, inflation risks spiralling while economic activity remains suppressed.
167. https://www.business-standard.com/economy/news/govt-lists-banks-allowed-to-import-gold-silver-after-delay-disrupts-flows-126041700726_1.html - The Directorate General of Foreign Trade in India issued an order on Friday listing 15 authorised banks permitted to import gold and silver from April 1, 2026, to March 31, 2029. The directive resolves a delay that previously halted imports, leaving over 5 metric tons of gold and 8 metric tons of silver stuck at customs. The Reserve Bank of India authorised the order, which allows State Bank of India, HDFC Bank, and Bank of India to import both metals, while Union Bank of India and SBER Bank are restricted to gold imports only.
168. https://www.ajunews.com/view/20260417181412252 - Mirae Asset Securities plans to launch the TIGER Silver Active ETF in late April, becoming the second firm in South Korea to offer a physical silver ETF. This move completes the company's lineup of three commodity spot ETFs covering gold, copper, and silver. The new product tracks the ICE Silver Spot Index with a 0.3% annual fee, offering a lower cost structure compared to previous futures-based silver products. The ETF is designed for retirement accounts and provides unhedged currency exposure.
169. https://www.businesstoday.in/bt-tv/market-today/video/akshaya-tritiya-2026-should-you-buy-gold-now-or-wait-experts-decode-526182-2026-04-17?utm_source=rssfeed - Business Today Television hosts a special edition on Akshaya Tritiya 2026 featuring experts Navneet Damani and Kunal Shah. They discuss whether investors should buy gold now or wait, considering recent price corrections and global uncertainty. The segment covers investment strategies, asset allocation, and the outlook for gold and silver amid the West Asia crisis.
170. https://thewest.com.au/business/public-companies/titanium-sands-firms-funding-as-sri-lankan-mining-licence-looms-c-22155607 - Titanium Sands has secured an additional A$400,000 loan facility to fund the final stages of environmental reporting and the Industrial Mining Licence application for its Mannar project in Sri Lanka. Arranged via CPS Capital Group, the funding supports working capital for permitting and operations ahead of the new National Mineral Policy ratification. The project holds significant resources with projected life-of-mine revenue of A$2 billion.
171. https://investinglive.com/commodities/gold-struggles-to-gain-steam-amid-us-iran-optimism-as-neutral-fed-caps-momentum-20260417/ - Gold prices struggled to maintain bullish momentum despite positive expectations for a US-Iran deal and looser financial conditions. The primary headwind is the Federal Reserve's shift away from a dovish stance, with a neutral policy position capping further gains. Technical analysis suggests buyers are targeting the 5,000 level, while sellers watch for a break below trendlines that could lead to a drop towards 4,100. The metal's outlook remains contingent on the stability of US-Iran negotiations and potential future Fed policy shifts.
172. https://www.haberler.com/ekonomi/gram-altin-6-898-lira-seviyesinde-yatay-seyir-izliyor-19757308-haberi/ - Gram gold in Turkey is trading at 6,898 lira per gram, up slightly from the previous close of 6,893 lira. The ounce price stands at 4,783 dollars, down 0.2%. Investors remain cautious due to uncertainty over the US-Iran peace process and Middle East geopolitical developments, despite hopes for a ceasefire. Analysts note that while peace pricing persists, risks regarding the nuclear program and oil prices limit risk appetite. Domestic and foreign economic data are being monitored.
173. https://goldbroker.com/news/return-stagflation-propelling-gold-into-new-era-3700 - Rising producer prices and energy costs, despite falling short of expectations, have fueled concerns over a return to stagflation. With the real economy showing signs of weakness and inflation expectations rising, investors are reallocating assets. Gold is increasingly viewed as a safe haven, capturing both monetary purchasing power erosion and systemic risk in this macroeconomic shift.
174. https://investinglive.com/Education/trader-tyler-white-calls-feds-march-hold-a-dead-end-as-stagflation-fears-grip-markets-20260417/ - Following the Federal Reserve's decision to hold rates at 3.50%-3.75% on March 18, trader Tyler White characterised the outcome as a policy dead end. Citing fractured committee projections and elevated oil prices due to the Iran conflict, White argues the Fed is trapped between supporting the economy and fighting inflation. This sentiment contributed to a significant market sell-off, with the Dow plunging over 750 points and recession probabilities rising to 37%.
175. https://en.antaranews.com/news/412643/prabowo-orders-swift-action-on-illegal-mining-in-forest-areas - President Prabowo Subianto directed Minister of Energy and Mineral Resources Bahlil Lahadalia to re-evaluate and revoke hundreds of illegal mining permits within protected and conservation forests in Indonesia. Following a report on permits operating in forest areas, the President mandated a one-week review during a Government Working Meeting on April 8. The Presidential Secretariat stated this action aims to ensure legal certainty, good governance, and sustainable resource management benefiting the nation, emphasising that no leniency will be shown to protect national interests.
176. https://www.pv-magazine.com/2026/04/17/chinese-pv-industry-brief-hoshine-silicon-posts-411-million-loss-for-2025/ - Hoshine Silicon reported a net loss of $411 million for 2025, driven by severe disruptions in its photovoltaic business, significant shutdown losses, and asset impairment charges. While silicones remained the largest revenue contributor, metallurgical silicon revenue fell 34%. Concurrently, polysilicon and wafer prices continued to decline in China, though the market is approaching a floor. In contrast, Chint Electrics reported a 16.19% rise in net profit despite an overall revenue decline, with PV-related business revenue dropping 15.62%.
177. https://www.mql5.com/en/blogs/post/768991 - On April 17, 2026, gold prices are consolidating above the 4-hour 200 EMA at $4,785 after a post-options expiry mean reversion. Institutional order flow shows net delta neutral-positive with buy-side liquidity absorbing retail profit-taking near $4,812. A bearish 5/9 EMA cross signals a potential short-term correction to the $4,780–$4,785 support zone. Fundamental drivers include upcoming Akshaya Tritiya demand in India, ongoing Hormuz Strait geopolitical risks, and central bank accumulation by Poland and India. Key economic events scheduled include the China PBoC rate decision on April 20 and US Flash PMI on April 23.
178. https://www.fool.com.au/2026/04/17/newmont-shares-slip-as-cadia-update-puts-investors-on-alert/ - Newmont Corporation shares fell 0.28% to $156.61 after an update regarding its Cadia operation in New South Wales following a magnitude 4.5 earthquake. While initial inspections revealed limited underground damage, surface infrastructure remains intact. The company confirmed no material impact on near-term production, though recovery timelines are still being assessed. This follows a 12-month rally of nearly 80%.
179. https://cryptobriefing.com/ecbs-muller-warns-of-inflation-risks-from-iran-war-rate-cut-bets-unchanged/ - ECB governing council member Madis Muller highlighted inflation risks stemming from the Iran conflict, reinforcing a hawkish stance. Despite these comments, Polymarket contracts for a 50+ bps ECB rate cut in April remain at 0.3% probability. Trading volumes are extremely low, indicating market inactivity and a lack of reassessment by traders regarding the central bank's policy direction.
180. https://cryptobriefing.com/ecbs-mller-april-rate-move-possible-amid-persistent-inflation-risks/ - ECB's Madis Müller stated that a rate adjustment in April cannot be ruled out, despite market pricing for a 50+ bps cut at the April 2026 meeting remaining near zero. Euro area headline inflation reached 2.6% in March, reinforcing the central bank's cautious stance. Traders remain skeptical of a dovish shift due to persistent energy price shocks linked to the US-Iran conflict. The prediction market for such a cut shows extremely low liquidity, making it vulnerable to abrupt swings from new data or shifts in rhetoric from ECB President Christine Lagarde ahead of the April 30 meeting.
181. https://miningbusinessafrica.co.za/akobo-minerals-pauses-segele-mine-operations-amid-fuel-supply-disruptions/ - Akobo Minerals has temporarily suspended operations at its Segele mine in Ethiopia following a shortage of imported diesel. The company attributes the fuel scarcity to reduced tanker traffic through the Strait of Hormuz. A diesel shipment is scheduled to arrive in May to sustain operations until a reliable supply is secured. The pause does not impact the mine's mineral resources, infrastructure, or long-term development plans.
182. https://stockhead.com.au/resources/gold-digger-silver-faces-sixth-annual-deficit-as-market-moves-into-era-of-reduced-stocks/ - The Silver Institute warns that silver will record a sixth consecutive annual deficit in 2026, with the physical shortfall expected to grow to 46.3Moz. While industrial demand remains robust due to solar and EV sectors, high prices have triggered substitution effects. Exchange-traded product demand surged 312% in 2025, exacerbating a liquidity squeeze and driving extreme price volatility. Analysts predict mine production will decline slightly in 2026 due to operational pressures, while recycling is set to reach its highest level since 2012. Despite geopolitical risks, the outlook remains constructive for precious metals.
183. https://www.energytrend.com/news/20260417-51258.html - JinkoSolar reported full-year 2025 module shipments of 86GW, ranking first globally despite a 7.3% decline and a net loss of 4.45 billion RMB due to falling prices. For 2026, the company projects shipments between 75GW and 85GW, with Q1 2026 expected at 13–14GW. Management highlighted energy storage systems as a new profitability engine, anticipating shipment volumes to more than double in 2026. The firm also noted advancements in N-type TOPCon and perovskite tandem cell efficiencies and the upcoming mass production of silver-coated copper technology to mitigate raw material costs.
184. https://www.energytrend.com/news/20260417-51263.html - On April 16, Aiko Solar announced a 1.665 billion yuan investment to renovate its Yiwu and Chuzhou manufacturing bases. The project will convert existing PERC and TOPCon capacities to N-type ABC technology, with construction starting in 2026. The company also signed a 45.9 million yuan equipment procurement contract with Suzhou Puite to support ABC production lines at its Jinan base.
185. https://www.energytrend.com/news/20260417-51265.html - JA Solar, Jinko Solar, Risen Energy, and Premier Energies have collectively secured large-scale photovoltaic module orders exceeding 3.2 GW. The deals span Latin America, Europe, China, and India, involving strategic partnerships with distributors, state-owned enterprises, and independent power producers. Specific contracts include a 400 MW agreement in Mexico, 90.32 MW across four European nations, 1.2 GW of HJT modules with China Huaneng Group, and a 1.6 GW supply contract in India valued at 25.77 billion rupees.
186. https://stockhead.com.au/resources/gold-digger-silver-faces-sixth-annual-deficit-as-market-moves-into-era-of-reduced-stocks/ - The Silver Institute warns that silver will record a sixth consecutive annual deficit in 2026, with the physical shortfall expected to grow to 46.3Moz. While industrial demand remains robust due to solar and EV sectors, high prices have triggered substitution effects. Exchange-traded product demand surged 312% in 2025, exacerbating a liquidity squeeze and driving extreme price volatility. Analysts predict mine production will decline slightly in 2026 due to operational pressures, while recycling is set to reach its highest level since 2012. Despite geopolitical risks, the outlook remains constructive for precious metals.
187. https://ekonomi.haber7.com/ekonomi/haber/3620747-buyuk-oyuncular-geri-dondu-altinda-yon-degisti - Economist Mustafa Aşkın forecasts gold prices could reach $5,100 if a ceasefire in the Iran-US-Israel conflict becomes permanent, citing investor optimism. He notes institutional investors sold gold recently while retail buyers entered, but expect a return to gold following positive developments. Aşkın also states oil prices will remain between $90-$95 due to infrastructure damage in the region, posing inflation risks.
188. https://bitcoinworld.co.in/gold-price-analysis-below-4800-usd/ - Global gold prices remain below the $4,800 per ounce threshold in early 2025 despite a modest uptick in the US Dollar Index. Resilience is attributed to robust central bank demand, geopolitical tensions, and strong physical buying in India and China. Technical support exists near $4,750, with resistance at $4,820-$4,850. Market analysts note a tug-of-war between higher real yields and safe-haven diversification needs.
189. https://vongreyerz.gold/matthew-piepenburg-why-as-everything-changes-golds-trust-never-changes - Matthew Piepenburg of VON GREYERZ discusses gold's enduring role as a superior store of value against diluting paper currencies. He highlights rising geopolitical risks, inflation, and de-dollarization trends as catalysts for gold. The analysis notes record central bank gold stacking and institutional recognition of gold as a strategic reserve asset, positioning the metal as essential wealth preservation despite short-term market volatility.
190. https://themarketonline.com.au/is-australias-interest-rate-playbook-finally-starting-to-break-2026-04-17/ - Analysts suggest Australia's standard monetary policy of raising interest rates to curb inflation is becoming ineffective as inflation drivers shift from demand to structural factors like energy dynamics and supply chains. The upcoming CPI data release on April 29 is viewed as a critical test of whether the Reserve Bank of Australia can maintain its current strategy or must adapt to a scenario where high rates suppress growth without resolving underlying inflationary pressures.
191. https://www.luxtimes.lu/europeanunion/ecb-to-hike-rates-in-june-as-2026-inflation-jumps-survey-shows/146191787.html - A Bloomberg survey indicates the European Central Bank will increase interest rates by a quarter-point in June, driven by inflation rising to 2.8% this year due to the conflict in Iran. While officials previously considered holding rates, the energy cost spike forces action, though the hike is viewed as a one-off measure. The euro zone faces a difficult balance between curbing inflation and protecting a nascent economic recovery.
192. https://www.business-standard.com/finance/personal-finance/gold-fell-12-in-march-2026-should-you-buy-the-dip-or-stay-away-from-it-126041700338_1.html - Mirae Asset Investment Managers (India) report indicates the 12% gold price drop in March 2026 was driven by ETF outflows and leveraged selling, not fundamental deterioration. Central bank demand remains robust with expected 2026 purchases of 750-850 tonnes. While Western investors show tactical outflows, Asian markets, particularly China, demonstrate strategic accumulation. The report advises viewing the dip as a potential accumulation opportunity within a structurally strong long-term trend for precious metals.
193. https://www.marketpulse.com/markets/chart-alert-gold-xauusd-potential-bullish-breakout-above-4900/ - Gold prices stabilised at $4,800 on 17 April 2026, approaching a key resistance level at $4,900. The metal's recent rebound follows a 22% decline from March lows, driven by reduced stagflation fears as hopes for a US-Iran peace deal materialise. While global equities, particularly the Nasdaq 100, have recovered, gold remains underperforming with an 8% loss since the start of the conflict.
194. https://www.business-standard.com/finance/personal-finance/gold-fell-12-in-march-2026-should-you-buy-the-dip-or-stay-away-from-it-126041700338_1.html - Mirae Asset Investment Managers (India) report indicates the 12% gold price drop in March 2026 was driven by ETF outflows and leveraged selling, not fundamental deterioration. Central bank demand remains robust with expected 2026 purchases of 750-850 tonnes. While Western investors show tactical outflows, Asian markets, particularly China, demonstrate strategic accumulation. The report advises viewing the dip as a potential accumulation opportunity within a structurally strong long-term trend for precious metals.
195. https://www.business-standard.com/markets/news/how-much-gold-should-you-buy-this-akshaya-tritiya-analyst-decodes-strategy-126041700188_1.html - Kaynat Chainwala of Kotak Securities advises investors to maintain a gold portfolio allocation of 8-15 per cent ahead of Akshaya Tritiya on April 19, 2026. Citing strong historical returns and central bank buying, the analyst suggests gold as a core holding while adding silver tactically. The strategy aims to balance safe-haven benefits with risk management amid geopolitical uncertainties and fiscal deficits.
196. https://www.armstrongeconomics.com/markets-by-sector/precious-metals/gold/brazil-quietly-shifts-away-from-the-dollar-to-gold/ - The Banco Central do Brasil increased gold's share of its reserves from 3.55% to 7.19% within one year, making it the second-largest reserve asset after the US dollar. Total reserves stand at approximately $358.23 billion, with the dollar's share declining to 72%, a record low. This structural repositioning reflects growing unease with sovereign debt markets and aligns with global central bank trends of purchasing gold due to geopolitical fragmentation and concerns over the sustainability of sovereign debt.
197. https://www.focus.de/finanzen/ezb-verschiebt-zinserhoehung-wegen-iran-krieg-auf-juni_2bb3e46c-20ab-4b27-a031-85aae1a70f00.html - The European Central Bank has postponed its next interest rate decision until June, citing the unpredictable economic impact of the war in Iran. Chief Economist Philip Lane stated that reliable forecasts are currently impossible, leading markets to expect rate changes only in June and September. While inflation in the Eurozone rose to 2.6%, the central bank faces a dilemma between controlling price increases and avoiding further damage to the weakening economy.
198. https://tradebrains.in/gold-holds-steady-at-%E2%82%B91-53-lakh-etfs-see-record-31000-cr-inflow/ - Gold prices remained stable at Rs 1.53 lakh on April 17, 2026, supported by record ETF inflows of Rs 31,561 crore in the March 2026 quarter. Easing Middle East tensions and hopes for Federal Reserve rate cuts provided a structural floor, while domestic demand surged with heritage retailers crossing the Rs 10,000 crore milestone. Investors view dips as buying opportunities amid a structural silver deficit and anticipated global monetary easing.
199. https://www.prnewsblog.com/politics/27545/trump-quietly-pressures-fed-chair-to-cap-mortgage-rates-before-election/ - On April 15, 2026, Donald Trump stated he would fire Federal Reserve Chair Jerome Powell if he does not leave his position by May 15, 2026. Powell plans to remain on the Board of Governors until his successor is confirmed. The administration has also nominated Kevin Warsh to succeed Powell and directed Fannie Mae and Freddie Mac to purchase $200 billion in mortgage-backed securities to lower rates. A Supreme Court case regarding the president's authority to remove Fed officials is pending, with a ruling expected by late June 2026.
200. https://www.focus.de/finanzen/ezb-verschiebt-zinserhoehung-wegen-iran-krieg-auf-juni_2bb3e46c-20ab-4b27-a031-85aae1a70f00.html - The European Central Bank has postponed its next interest rate decision until June, citing the unpredictable economic impact of the war in Iran. Chief Economist Philip Lane stated that reliable forecasts are currently impossible, leading markets to expect rate changes only in June and September. While inflation in the Eurozone rose to 2.6%, the central bank faces a dilemma between controlling price increases and avoiding further damage to the weakening economy.
201. https://cryptobriefing.com/fitch-flags-15-of-european-leveraged-finance-at-risk-from-iran-conflict/ - Fitch Ratings has identified that 15% of European leveraged finance is exposed to risks stemming from the Iran conflict. The firm highlights potential disruptions to energy supply routes, which could exacerbate inflation and growth uncertainty in the eurozone. This geopolitical fragility may increase pressure on the European Central Bank to implement aggressive monetary policy adjustments, such as a significant rate cut, to mitigate credit stress in the financial sector.
202. https://www.zeebiz.com/markets/commodities/news-gold-enters-consolidation-phase-after-retail-buying-frenzy-this-year-jefferies-393818 - Global investment firm Jefferies reports that gold has entered a healthy consolidation phase following a retail-driven buying surge in late last year and early this year. Demand, particularly from retail investors in India, China, and the United States, has moderated, with Indian gold imports dropping from USD 14.7 billion in October to USD 3.1 billion in March. Despite price stabilisation, the mining sector remains disciplined with strong cash flow, leading Jefferies to maintain exposure to gold mining stocks.
203. https://www.sarahanews.net/1317392-%D8%A7%D8%B3%D8%AA%D9%82%D8%B1%D8%A7%D8%B1-%D8%A7%D9%84%D8%B0%D9%87%D8%A8-%D9%88%D9%8A%D8%AA%D8%AC%D9%87-%D9%84%D8%AA%D8%AD%D9%82%D9%8A%D9%82-%D9%85%D9%83%D8%A7%D8%B3%D8%A8-%D8%A3%D8%B3%D8%A8%D9%88/ - Gold prices stabilised on Friday, trending towards a fourth consecutive weekly gain as hopes for a US-Iran peace deal reduced inflation concerns. The metal rose 0.1% to $4,794.47 per ounce, with futures up 0.2%. A ten-day ceasefire between Lebanon and Israel took effect, and US President Donald Trump suggested a new meeting with Iran could occur early next week, boosting optimism that the conflict may end. Gold had previously fallen over 8% since the war began in late February due to energy price and inflation worries. Other precious metals, including silver, platinum, and palladium, also recorded gains.
204. https://wccftech.com/umc-increases-wafer-prices-in-2h-2026/ - United Microelectronics Corporation (UMC) announced a wafer price adjustment commencing in the second half of 2026. Driven by resilient demand across communications, industrial, consumer, and AI segments, the move reflects a tight capacity environment. UMC cites increased costs for raw materials, energy, and logistics alongside investments in technology and capacity as key factors. Major clients include MediaTek, Intel, and Qualcomm.
205. https://kalkinemedia.com/au/stocks/metal-and-mining/this-asx-gold-explorer-makes-a-bold-nevada-move - Great Northern Minerals Limited (ASX:GNM) has expanded its exploration portfolio by acquiring the Iron Butte project in Nevada. This strategic move enhances the company's exposure to gold and silver exploration within the United States. The acquisition aligns with the firm's broader objectives to diversify its asset base and advance its exploration pipeline in a key mining jurisdiction.
206. https://kalkinemedia.com/au/stocks/metal-and-mining/this-mining-stock-makes-a-move-in-all-ordinaries - Total Metals Limited (ASX:TM1) has expanded its exploration portfolio by acquiring the Pick Lake project. This strategic move aligns with the company's focus on early-stage resource evaluation and asset diversification within the Australian mining sector. The acquisition supports Total Metals' broader objectives of strengthening its project base and enhancing exposure to prospective mineral regions.
207. https://kalkinemedia.com/au/stocks/metal-and-mining/is-lode-resources-gearing-up-for-a-montezuma-breakthrough - Lode Resources (ASX:LDR) successfully completed a capital raising initiative to fund its flagship Montezuma Silver and Antimony Project, advancing it toward a pre-feasibility stage. The company also allocated funds to explore Granville Tin, Silver Hills, and Uralla Gold assets. Director participation and institutional investment strengthened the balance sheet, extending the operational runway for exploration and development activities across its portfolio.
208. https://kalkinemedia.com/au/stocks/metal-and-mining/krakatoa-asx-all-ordinaries-deal-update-drives-exploration-focus - Krakatoa Resources Limited has restructured its project agreement for the Zopkhito project to prioritise exploration activities. This strategic shift aligns capital allocation with operational planning, focusing resources on geological mapping, drilling campaigns, and fieldwork. The move underscores the company's commitment to advancing early-stage mineral projects within the Australian mining sector.
209. https://unn.ua/news/indiiski-banky-pryzupynyly-import-zolota-i-sribla-cherez-vidsutnist-dozvolu-uriadu - Indian banks have temporarily halted imports of gold and silver following the expiration of a government permit on 31 March, with no new document issued. Over 5 tonnes of gold and approximately 8 tonnes of silver are currently stuck at customs. This suspension risks creating a domestic supply deficit, forcing reliance on exchange-traded funds, though it may temporarily reduce India's trade deficit and support the rupee.
210. https://www.prnewswire.co.uk/news-releases/orvana-reports-q2-fy2026-production-results-and-provides-update-on-oxides-stockpile-project-at-don-mario-bolivia-302745370.html - Orvana Minerals Corp. reported Q2 FY2026 production results, marking the restart of doré production at its Don Mario operation in Bolivia. The company produced 10,738 Gold Equivalent Ounces (GEO) consolidated, with 911 GEO from Don Mario and 9,827 GEO from its Spanish subsidiary, Orovalle. The Oxides Stockpile Project is advancing, with plans to feed oxide ore from stockpiles into the plant in the coming weeks, targeting full planned production levels by Q4 FY2026. Operational trials for the Au-Ag circuit were completed in March 2026, followed by integration with new processing circuits.
211. https://www.thehindubusinessline.com/markets/gold/indian-banks-halt-gold-silver-imports-amid-delay-in-government-clearance-sources-say/article70872456.ece - Indian banks have suspended gold and silver import orders due to the absence of a formal Directorate General of Foreign Trade directive, leaving over 13 tonnes of metals stuck at customs. This delay risks supply shortages for India, the world's second-largest gold consumer, potentially impacting global prices and the rupee. Industry leaders warn of rising premiums ahead of the Akshaya Tritiya festival, while analysts suggest the move may aim to contain the trade deficit amidst rising import bills.
212. https://www.india.com/business/gold-rate-today-april-170426-live-gold-silver-mcx-comex-bullion-market-akshaya-tritiya-18-22-24-carat-gold-prices-in-chennai-mumbai-delhi-kolkata-bangalore-noida-yellow-metal-8383711/ - Gold and silver prices increased on April 17 in India, driven by ongoing Israel-US conflict tensions and structural demand ahead of Akshaya Tritiya. Rates in major cities like Delhi, Mumbai, Chennai, and Kolkata fluctuated, with 24K gold in Delhi at Rs 15,573 per gram. The Multi Commodity Exchange saw gold futures climb 0.67% and silver futures jump 1.58%. Analysts note that despite short-term corrections linked to US Federal Reserve nominations, structural demand persists.
213. https://www.thehindubusinessline.com/markets/gold/gold-gains-on-softer-dollar-as-us-iran-peace-deal-hopes-rise/article70867579.ece - Spot gold increased 0.7% to $4,821.44 per ounce amid a softer US dollar and hopes for a ceasefire between the US and Iran. Analysts at OANDA cite the potential deal as the primary driver for gains, with targets set near $5,000. The Trump administration expressed optimism about ending the conflict, which had previously pushed gold down 8% due to inflation fears. Concurrently, spot silver rose 1.7% and platinum gained 1.2%.
214. 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 as optimism regarding US-Iran peace talks undermines the US Dollar. Diminishing odds of a Federal Reserve rate hike further support the non-yielding commodity. Geopolitical tensions remain a factor, with a US naval blockade on Iranian ports and ongoing Israeli attacks in Lebanon capping potential gold gains. Technical analysis indicates a pivotal resistance level at the 200-period Simple Moving Average.
215. https://www.fxstreet.com/news/silver-price-forecast-xag-usd-approaches-four-week-high-near-81-on-iran-optimism-202604160554 - Silver prices rose 2.2% to near $80.80 amid expectations of a permanent ceasefire between the US and Iran. The US Dollar Index fell to a six-week low as Washington signaled negotiations are nearing a conclusion. Traders anticipate talks in Pakistan with key demands including the reopening of the Strait of Hormuz. Federal Reserve rate cut expectations have diminished due to inflation concerns from higher oil prices. Technical analysis indicates a bullish bias with support at $76.29 and potential resistance at $85.46.
216. https://al-sharq.com/article/16/04/2026/%D8%A7%D8%B1%D8%AA%D9%81%D8%A7%D8%B9-%D8%A3%D8%B3%D8%B9%D8%A7%D8%B1-%D8%A7%D9%84%D8%B0%D9%87%D8%A8-%D9%85%D8%AF%D8%B9%D9%88%D9%85%D8%A9-%D8%A8%D8%B6%D8%B9%D9%81-%D8%A7%D9%84%D8%AF%D9%88%D9%84%D8%A7%D8%B1 - * Gold prices increased 0.9% to $4,830.66 per ounce driven by dollar weakness. * Market optimism regarding a potential US-Iran agreement to end conflict supported precious metals. * Silver, platinum, and palladium also recorded gains in immediate trading. * Rising energy prices and inflation concerns previously fueled safe-haven demand. * US futures for June delivery rose 0.6% to $4,852.40 per ounce.
217. https://www.actionforex.com/contributors/fundamental-analysis/637216-reading-the-markets-eur-from-spring-hikes-to-summer-hikes-receive-2y1y-estr-swap/ - Market strategists have adjusted their forecast for the European Central Bank, predicting a policy rate hold in April followed by 25bp hikes in June and July, rather than the previously anticipated April and June increases. This revision stems from the ECB's less hawkish communication regarding the Iran conflict and a significant drop in oil prices following a two-week ceasefire. The deposit rate is now expected to reach 2.50% in July.
218. https://www.baystreet.ca/articles/forex_trader.aspx - The US dollar index retreated from war-driven highs amid optimism for a permanent US-Iran ceasefire. WTI oil prices fell $5.44 over five days, weighing on the US dollar and lifting equities. The Canadian dollar consolidated gains with a mild bullish tilt, trading at 1.3768. Gold prices rose to 4798.31 as concerns about elevated oil prices undercutting global growth persisted. ECB President Christine Lagarde warned of an adverse economic scenario due to energy uncertainty.
219. https://www.thehindubusinessline.com/markets/sensex-nifty-pare-early-gains-metal-stocks-shine-amid-volatility/article70868171.ece - BSE Sensex and NSE Nifty surrendered early gains in the afternoon session despite initial optimism from easing geopolitical tensions. Safe-haven demand drove a sharp surge in gold and silver prices, while metal stocks outperformed broader market indices. Midcap and smallcap segments showed resilience, with specific stocks like GMDC and Firstsource Solutions recording significant gains. Conversely, banking, financials, and healthcare sectors faced selling pressure as the day progressed.
220. https://www.goodreturns.in/news/gold-rate-today-climbs-for-third-straight-day-silver-prices-stable-before-akshaya-tritiya-2026-delhi-1502633.html - Gold rates in Delhi increased across 24K, 22K, and 18K categories on 16 April 2026, marking a third straight day of gains. Silver prices remained stable at Rs 270 per gram. Analysts attribute firm demand in India to geopolitical concerns despite high prices limiting aggressive retail buying. China's central bank continued gold purchases for the 17th consecutive month as global premiums narrowed.
221. https://www.goodreturns.in/news/bangalore-gold-rate-today-ballistic-24k-rs-30-000-100-gm-in-3-days-silver-shines-akshaya-tritiya-1502629.html - * Gold prices in Bengaluru rose for the third consecutive session, with 24 karat gold increasing by Rs 300 per gram over three days. * The rally in precious metals aligns with global market trends and is attributed to ongoing geopolitical turmoil involving the US and Iran. * Silver prices in Bangalore also increased by Rs 15,000 per kilogram over the same period. * The price surge has dampened hopes for relief ahead of the Akshaya Tritiya festival. * Analysts describe gold as an all-weather asset class providing stability during international conflicts.
222. https://www.globenewswire.com/news-release/2026/04/16/3275120/0/en/The-Gold-Bull-Market-Isn-t-Over-A-Wall-Street-Insider-Says-It-Hasn-t-Even-Reached-Its-Most-Explosive-Phase-Yet.html - * Jim Rickards argues the gold bull market is not over and has not reached its most explosive phase. * Global central banks purchased over 1,000 tonnes of gold annually for three consecutive years, reflecting a structural shift away from dollar-denominated assets. * Total annual gold supply grew by just 1% in 2025, with mine production estimated at 3,672 tonnes, creating structural constraints. * J.P. Morgan Research projects gold could approach $5,000 per ounce by Q4 2026. * Rickards highlights undeveloped Alaskan resources as a potential factor in addressing global supply constraints.
223. https://economictimes.indiatimes.com/markets/commodities/news/akshaya-tritiya-2026-date-significance-and-best-time-to-buy-gold-details-here/articleshow/130301965.cms - Akshaya Tritiya 2026 falls on April 19, marking a traditional window for gold investment. Analysts predict a positive bias for gold prices in 2026, supported by potential stagflation or lower crude oil prices. Recent consolidation follows a ceasefire-led spike, though geopolitical premiums persist. Long-term bullishness is underpinned by central bank purchases and rising global debt levels.
224. https://telanganatoday.com/indian-households-hold-up-to-16-per-cent-of-global-gold-stock-says-report - A report by digital investment platform InCred Money states Indian households hold 11-16 per cent of global above-ground gold stock. Structural demand persists despite price volatility, with one in three households holding gold as a long-term wealth store. Central bank buying and geopolitical shifts, including China's mandate for insurers to buy physical gold, are driving market trends. Gold and silver prices significantly outperformed benchmarks in 2025.
225. https://www.benzinga.com/markets/commodities/26/04/51851725/silver-deficit-to-persist-despite-softer-demand - * The Silver Institute reports a global silver deficit of 46.3 million ounces for 2025, driven by high prices suppressing industrial and consumer demand. * Industrial demand, heavily reliant on solar panel manufacturing, declined by 3% in 2025, while jewelry demand in key markets like India fell by 8%. * Investment demand for silver coins and bars rose by 14% in 2025, supported by geopolitical uncertainty and macroeconomic risks. * Supply growth remains constrained with Latin American mine production up 3% in 2025, though 2026 expectations are flat. * Analysts warn that long-term risks include the adoption of silver-free technology, though investment flows remain dominant in the near term.
226. https://meyka.com/blog/gold-price-today-mcx-gold-trades-higher-at-%E2%82%B9153100-up-0-45-as-oil-holds-at-94/ - MCX gold prices rose 0.45% to ₹1,53,100 per 10 grams driven by elevated crude oil prices near $94 and persistent geopolitical uncertainty. Investors are increasing exposure to precious metals as a hedge against potential inflation and currency weakness. A softer US dollar and continued central bank diversification efforts further support the bullish momentum in the domestic market.
227. https://www.defenseworld.net/2026/04/16/farther-finance-advisors-llc-has-13-93-million-stock-holdings-in-ishares-gold-trust-iau.html - Farther Finance Advisors LLC increased its stake in iShares Gold Trust by 35.5% during the fourth quarter, adding 44,942 shares valued at $13.93 million. Other institutional investors including Envestnet Asset Management Inc, JPMorgan Chase & Co, CIBC Bancorp USA Inc, Packer & Co Ltd, and Mizuho Bank Ltd also adjusted their positions in the third quarter. The trust holds gold assets and is sponsored by BlackRock, Inc with JPMorgan Chase Bank N.A. acting as custodian.
228. https://www.zerohedge.com/markets/why-crash-was-delayed - Following the exhaustion of the Overnight Reverse Repo Facility (RRP) buffer by late 2025, the Federal Reserve announced Reserve Management Purchases (RMPs) of approximately $40 billion per month starting December 11, 2025. This move marks a return to official balance sheet expansion, replacing the liquidity previously injected via RRP withdrawals during Quantitative Tightening. The shift signals the end of the Fed's tightening cycle and raises concerns about the sustainability of the financial system under true monetary contraction.
229. https://bitcoinethereumnews.com/finance/us-dollar-index-flat-lines-above-98-00-on-fragile-middle-east-ceasefire/?utm_source=rss&utm_medium=rss&utm_campaign=us-dollar-index-flat-lines-above-98-00-on-fragile-middle-east-ceasefire - The US Dollar Index (DXY) trades flat near 98.25 during Asian hours on Friday, driven by uncertainty over a ceasefire between Israel and Lebanon and upcoming US-Iran talks. While a 10-day Israel-Lebanon ceasefire is in effect with reported violations, a two-week US-Iran deal is set to expire next week. FX strategist Sim Moh Siong notes markets are consolidating after pricing in earlier optimism, awaiting new catalysts. Traders are also monitoring Federal Reserve officials' approach to war-induced inflation, with futures indicating rates will likely remain on hold this year.
230. https://www.brecorder.com/news/40416891/gold-holds-steady-eyes-fourth-weekly-gain-on-us-iran-peace-deal-hopes - Gold prices remained stable on Friday, tracking a fourth consecutive weekly gain, driven by optimism regarding a potential US-Iran peace deal. This development has alleviated concerns over rising inflation and elevated interest rates. Concurrently, a ceasefire between Lebanon and Israel took effect, further calming oil markets. While the US dollar firmed slightly, traders anticipate a Federal Reserve rate cut in December, supporting gold's value as a safe-haven asset despite ongoing geopolitical risks.
231. https://www.australianmining.com.au/newmont-ramps-up-cadia-following-magnitude-4-5-quake/ - Newmont is resuming processing operations at its Cadia site in New South Wales after a magnitude-4.5 earthquake. The company reported no injuries and confirmed that while some underground damage exists, it is not significant. Surface infrastructure, including tailings facilities, shows no damage. Assessments are ongoing to determine the full recovery timeline and potential long-term production impacts.
232. https://www.bespacific.com/minnesotas-boundary-waters-canoe-area/ - The US Senate voted 50-49 to repeal a Biden-era moratorium prohibiting mining near Minnesota's Boundary Waters Canoe Area Wilderness. The measure, which lifts a 20-year ban on extracting copper and nickel deposits in the Superior National Forest, has passed the House and is now awaiting President Donald Trump's signature. The decision enables Chilean-owned company Twin Metals Minnesota to proceed with its project, despite opposition from conservationists and some senators concerned about potential water pollution.
233. https://stockhead.com.au/stockhead-tv/stocktake/stocktake-west-coast-silver-identifies-compelling-new-elizabeth-hill-target/ - West Coast Silver has identified a new drilling target at the Elizabeth Hill project in Western Australia. The explorer is testing methods to target high-grade silver mineralisation near the previous producing mine. The video content was developed in collaboration with West Coast Silver, a Stockhead client, and represents opinions rather than financial advice.
234. https://www.ad-hoc-news.de/boerse/news/ueberblick/gold-price-holds-near-4-810-amid-fed-data-anticipation-and-central-bank/69172376 - Spot gold prices stabilised around $4,810 per ounce on April 15, 2026, following Q1 volatility that saw peaks above $5,000. JPMorgan forecasts gold reaching $5,000 by year-end driven by sustained central bank buying and investor demand. Upcoming Federal Reserve data, including the Beige Book and jobless claims, is expected to influence rate expectations and gold's status as a safe-haven asset. Technical indicators suggest a brief correction before potential upside resumption, with key support at $4,701.55 and resistance at $4,996.26.
235. https://www.zawya.com/en/economy/global/gold-drifts-lower-with-eyes-on-us-iran-developments-ah7odbnl - Spot gold fell 0.9% to $4,798.89 per ounce as investors assessed signals regarding the US-Iran situation and its implications for interest rates. While the conflict appears to be nearing resolution with a mediator arriving in Tehran, concerns persist over potential oil price spikes and delayed Federal Reserve rate cuts. Analysts note that traders are prioritising tighter monetary policy and inflation pressures over gold's traditional safe-haven status, leading to profit-taking after recent highs.
236. https://www.globenewswire.com/news-release/2026/04/16/3275635/0/en/Central-Banks-Are-Buying-Gold-at-Record-Levels-Trump-Is-Working-to-Unlock-America-s-Largest-Gold-Reserve-Jim-Rickards-Says-the-Timing-Is-No-Coincidence.html - Jim Rickards released a presentation connecting global central bank gold purchases exceeding 1,000 tonnes annually since 2022 with US executive actions to unlock Alaskan gold and copper reserves. The Trump administration signed Executive Order 14153 in January 2025 to expedite permitting in Alaska and designated copper as a critical mineral via Executive Order 14241. A specific Alaskan deposit contains 71 million ounces of gold and 57 billion pounds of copper. The World Gold Council reports 95% of central banks expect to increase official reserves in the next 12 months.
237. https://dinarchronicles.com/2026/04/16/the-charlie-ward-show-banks-can-fail-overnight-are-you-prepared/ - Charlie Ward and Micah from Noble Gold discuss the fragility of the traditional banking system, citing FDIC limitations and counterparty risks. They argue that physical gold and silver offer superior protection against inflation and Central Bank Digital Currencies (CBDCs) compared to paper assets or ETFs. The speakers emphasise accumulating physical metals during price corrections to ensure financial sovereignty and self-reliance.
238. https://www.cbsnews.com/news/price-of-gold-today-april-16-2026/ - As of April 16, 2026, the spot price of gold reached $4,818.89 per ounce, marking a significant increase from late March levels. The metal has broken previous records since March 2025, reaching milestones of $3,000, $4,000, and $5,000. Recent volatility saw prices decline by over 10% from January highs before the current upward trend. Investors are advised to consider fractional gold options to enter the market at current levels while maintaining a portfolio allocation cap of 10%.
239. https://www.disruptionbanking.com/2026/04/16/michael-oliver-predicts-silver-up-to-500-oz/ - Michael Oliver, founder of Momentum Structural Analysis, forecasts silver prices rising from $80 to $300-$500 per ounce in 2026. Citing a structural supply deficit of 67 million ounces, record physical investment demand, and broken historical resistance levels, Oliver argues the metal is entering a multi-decade bull market. He notes silver miners are already outperforming gold miners and indicates he is personally concentrating capital in the sector despite high volatility.
240. https://www.fxstreet.com/news/silver-edges-lower-as-us-iran-talks-fed-caution-weigh-on-safe-haven-demand-202604161408 - Silver prices fell 0.49% to approximately $78.60 amid improved risk sentiment from potential US-Iran ceasefire extensions and elevated oil prices complicating Federal Reserve inflation targets. Officials warn supply shocks may sustain core inflation near 3%, supporting restrictive monetary policy that limits appeal for non-yielding assets. Uncertainty over nuclear issues keeps investors cautious.
241. https://www.fxstreet.com/news/gold-holds-range-as-us-iran-talks-in-focus-oil-driven-inflation-caps-gains-202604161240 - Gold prices retreated to $4,795 amid cautious market sentiment regarding US-Iran peace talks and persistent oil-driven inflation concerns. While diplomatic efforts, including a visit by Pakistan's Army Chief to Tehran, suggest potential ceasefire extensions, fundamental disagreements over nuclear issues remain. Elevated crude prices and supply disruptions in the Strait of Hormuz sustain inflation risks, influencing Federal Reserve rate expectations and capping gold's upward momentum despite improved risk sentiment.
242. https://www.thehindubusinessline.com/markets/gold-rally-boosts-etfs-jewellery-stocks-see-mixed-returns/article70866315.ece - Gold prices have surged to approximately ₹1.5 lakh per 10 grams in India, prompting a shift towards financial gold instruments like ETFs and sovereign gold bonds. While investment demand remains robust, retail jewellery consumption has declined due to affordability issues, leading to mixed stock performance. Market leader Titan Company outperformed with 35.6% returns, whereas mid-tier players faced volatility. Analysts caution on stretched valuations and recommend disciplined allocation over lump-sum purchases ahead of Akshaya Tritiya.
243. https://www.americanbankingnews.com/2026/04/16/spdr-gold-shares-gld-shares-sold-by-childress-capital-advisors-llc.html - Childress Capital Advisors LLC sold 1,309 shares of SPDR Gold Shares (GLD) during the fourth quarter, reducing its holding by 8.4% to 14,360 shares valued at $5.691 million. While Childress decreased its position, several other institutional investors including Towne Trust Company N.A, Wealth Effects LLC, First Bancorp Inc ME, PFG Investments LLC, and PPSC Investment Service Corp increased their stakes in the exchange-traded fund. Institutional and hedge fund ownership of the stock stands at 42.19%.
244. https://www.fxstreet.com/news/gold-slips-as-easing-mideast-risks-boost-us-dollar-curb-haven-bids-202604161835 - Gold prices fell 0.13% to $4,784 amid reduced safe-haven demand following US-Iran negotiation progress and a 10-day ceasefire between Israel and Lebanon brokered by Donald Trump. The US Dollar Index rose 0.21% as geopolitical tensions tempered. US economic data showed lower jobless claims but declining industrial production. Federal Reserve officials maintained a policy stance focused on inflation, with mixed signals on future rate cuts.
245. https://dollarcollapse.com/the-state-led-sound-money-countdownpart-one-45-out-of-50/ - As of early 2026, forty-five out of fifty US states have eliminated sales taxes on gold and silver, with over a dozen declaring these metals legal tender. Recent legislative actions include Kansas passing a bill for legal tender status and triple tax exemptions, Florida ratifying its legal tender law effective July 2026, and Texas launching a gold-backed electronic transaction system by May 2027. Conversely, Maine, Vermont, New Mexico, Hawaii, Maryland, and Washington have maintained or reinstated taxes on precious metals. State pension funds and treasuries are increasingly holding gold reserves as a hedge against federal debt and inflation risks.
246. https://www.newsghana.com.gh/gold-holds-above-us4800-as-ceasefire-clock-ticks-toward-expiry/ - Gold prices held above $4,800 per ounce on Thursday amid ongoing mediation efforts to extend the US-Iran ceasefire before its April 21 expiry. Spot gold rose 0.1% to $4,846.70 while silver advanced 1.2% to $80.50. Mediators are negotiating compromises on Iran's nuclear programme, the Strait of Hormuz closure, and war compensation. Brent crude opened at $94.91 after peaking above $115 in late March, reducing inflationary pressures. The Federal Reserve is expected to maintain rates at 3.50-3.75% in April, though a 30% chance of a rate cut later this year exists. JPMorgan projects gold could reach $6,300 by year-end if tensions de-escalate.
247. https://goldsilver.com/industry-news/article/is-now-a-good-time-to-buy-gold-heres-the-macro-case/ - Gold prices have retreated to approximately $4,800 per ounce, roughly 13-14% below the January 2026 peak of $5,589, as the U.S. Dollar Index falls to six-week lows near 98. The IMF projects global growth at 3.1% and inflation rising to 4.4% in 2026. Central banks purchased 863 tonnes of gold in 2025, nearly double the 2010-2021 average, driven by de-dollarization trends. Analysts view the current price level as a correction within an established bull market rather than a structural reversal, citing persistent inflation, slowing growth, and sustained central bank demand as key drivers.
248. https://metalsandminers.substack.com/p/when-is-the-precious-metals-bull - Analysts argue the current precious metals market is in a midpoint consolidation following a 13-year gold base, indicating a parabolic advance remains ahead. The Gold-to-Silver Ratio is cited as a key timing tool, with elevated levels implying silver prices could rise significantly to $160 or $300 per ounce as the cycle progresses towards a blow-off top.
249. https://www.dodgeglobe.com/a-new-gold-rush-states-stockpile-bars-encourage-gold-backed-debit-cards/ - Multiple US states, including Texas, Florida, Utah, and Georgia, are increasing gold reserves or passing legislation to facilitate gold-backed transactions. Proponents argue these measures protect consumers from inflation and provide liquidity, citing companies like Glint. Critics, including tax experts and advocacy groups, question the economic benefits and potential for market disruption. Utah has enacted a law allowing the state to invest up to 10% of reserves in gold, while other states consider similar electronic payment systems.
250. https://observer.com/2026/04/why-central-banks-are-buying-gold-global-finance/ - Global central bank gold demand reached a record 5,000 tons in 2025, valued at $555 billion. By early 2026, total central bank gold holdings of approximately $4 trillion surpassed US government bonds at $3.9 trillion. This shift, driven by geopolitical fragmentation and counterparty risk concerns following Western sanctions on Russia, marks the first time gold has become the primary store of foreign reserve value, reducing the dollar's share of global reserves from 65 percent in 2017 to below 57 percent in 2025.
251. https://www.activistpost.com/is-the-dollar-collapsing-8-key-indicators-you-cant-ignore/ - An analysis identifies eight key indicators pointing to a potential collapse of the US dollar, citing a self-perpetuating federal debt spiral exceeding $39 trillion. The report highlights rising budget deficits, surging interest expenses, and the Federal Reserve's return to balance sheet expansion. It argues that central planning fails, money supply inflation is inevitable, and gold prices will rise as the fiat system devalues.
252. https://www.businesstoday.in/personal-finance/investment/story/gold-etf-vs-sovereign-gold-bond-vs-physical-gold-which-is-smarter-investment-this-akshaya-tritiya-526059-2026-04-17?utm_source=rssfeed - Investors are shifting from sentiment-driven to strategy-led gold allocation ahead of Akshaya Tritiya. While Sovereign Gold Bonds offer tax benefits, limited secondary market liquidity reduces their appeal. Gold ETFs are highlighted as the most practical option due to high liquidity, ease of trading, and lack of storage costs, with AUM reaching Rs 1,71,468 crore. Physical gold remains suitable for cultural purposes but is deemed inefficient for investment due to making charges and purity risks.
253. https://maseconomics.com/sticky-services-inflation-why-the-last-mile-to-2-is-the-hardest/ - In early 2026, US core PCE inflation remains at 3.0% driven by persistent price increases in services, while goods inflation has turned negative. Key drivers include a 21% rise in auto insurance, 5.5% growth in healthcare, and elevated costs in financial services and transportation. The Federal Reserve cites these 'supercore' services pressures as the reason for maintaining steady interest rates, despite headline CPI falling to 2.4%. Structural factors like labour intensity, contractual lags, and demographic shifts are identified as making services inflation resistant to monetary policy.
254. https://investinglive.com/centralbank/bank-of-japan-governor-ueda-no-comment-on-declining-mkt-expectations-for-april-rate-hike-20260416/ - Bank of Japan Governor Kazuo Ueda highlighted the Middle East conflict as a key driver of the global economic outlook, noting its acute impact on Japan's terms of trade due to rising oil prices. While acknowledging supply-driven inflation pressures, Ueda emphasised that growth headwinds will dampen broader price increases. Consequently, the Bank of Japan maintains a highly accommodative stance, declining to comment on near-term rate hike expectations and stressing a data-dependent approach to policy decisions.
255. https://investinglive.com/news/g7-warns-on-wars-economic-risks-signals-action-on-inflation-supply-chains-20260416/ - G7 finance ministers and central bank governors warned that the Middle East conflict poses significant risks to global growth and inflation. Meeting at the IMF and World Bank spring meetings, officials pledged coordinated action to prevent energy shocks from embedding in core inflation. Key measures include the International Energy Agency releasing record oil reserves to offset Strait of Hormuz disruptions and accelerating diversification of critical minerals supply chains away from China. The group emphasised ensuring free transit through Hormuz and maintaining a policy stance ready to act if conditions deteriorate.
256. https://investinglive.com/commodities/ecri-markets-underestimating-global-inflation-upswing-beyond-oil-20260416/ - Lakshman Achuthan of the Economic Cycle Research Institute (ECRI) argues that a broad-based global inflation cycle is emerging, driven by structural forces and the industrial cycle rather than just oil prices. Pressures are broadening across the US, Europe, Japan, and China. Achuthan warns central banks risk misreading the situation if they focus narrowly on energy volatility, noting that current inflation impulses predate recent geopolitical tensions. The outlook suggests a higher-for-longer inflation backdrop challenging rate-cut expectations.
257. https://www.cfodive.com/news/fed-policy-positioned-handle-risks-iran-war-williams-inflation-jobs-unemployment/817759/ - John Williams, vice chair of the Federal Reserve, stated that current monetary policy is calibrated to manage risks from the conflict in Iran, including potential supply shocks and inflation. Despite a 36% surge in Brent crude prices and rising consumer costs, Williams predicts US economic growth between 2% and 2.5% this year, supported by fiscal policy and AI investment. He noted conflicting signals in the labor market and a drop in consumer sentiment due to soaring energy prices.
258. https://www.investing.com/news/economy-news/ecb-policymakers-play-down-april-rate-hike-chances-4619436 - European Central Bank officials have reduced the likelihood of an interest rate increase in April, emphasising the necessity of further data analysis regarding energy costs and underlying inflation. While a hike remains possible by July or year-end, policymakers argue that premature action is unwarranted without clear evidence of second-round inflationary effects. Market expectations have adjusted accordingly, with probabilities for an April move dropping significantly.
259. https://china.timesofnews.com/business-economy/boj-must-take-into-account-japans-low-real-rates-in-setting-policy-governor-ueda-says - Bank of Japan Governor Kazuo Ueda stated that interest rate decisions must consider Japan's low real interest rates and accommodative financial environment. Ueda noted inflation is driven by negative supply shocks, exacerbated by Middle East conflict and rising crude oil prices, which worsen terms of trade despite robust corporate profits. Policymakers will use available data to balance these factors at each meeting.
260. https://cryptobriefing.com/middle-east-conflict-risks-global-inflation-spike-warns-australian-treasurer/ - Australian Treasurer Jim Chalmers warned that the ongoing Middle East conflict poses global economic risks, specifically accelerating inflation. This escalation feeds into energy prices and eurozone inflation expectations, limiting the European Central Bank's ability to cut rates aggressively. Polymarket data shows negligible odds for a 50+ bps ECB rate cut in April, reflecting skepticism amidst persistent inflationary pressures.
261. https://cryptobriefing.com/g7-pledges-economic-stability-amid-iran-conflict-eyes-on-bank-of-japan-policy/ - G7 finance ministers have committed to stabilizing the global economy amidst the ongoing Iran conflict. Concurrently, Polymarket odds for a Bank of Japan rate cut following the April 2026 meeting have increased to 0.4% from 0%, reflecting trader pricing of potential energy shocks and inflation. Oil prices remain above $115/barrel. Market liquidity for this prediction is currently thin.
262. https://bitcoinworld.co.in/silver-price-forecast-xagusd-consolidation-4/ - Spot silver prices (XAG/USD) have consolidated below the $79.00 per ounce threshold, a key psychological and technical level. Market participants are assessing whether this pause signals a reversal or a temporary halt. Factors influencing the price include shifting Federal Reserve rate expectations, a resilient US Dollar Index, and industrial demand from sectors like photovoltaics and electronics. Analysts from Citi Research and the Silver Institute note mixed near-term sentiment but maintain a long-term bullish outlook supported by supply deficits and fiscal deficits.
263. https://cryptobriefing.com/us-treasury-completes-15b-debt-buyback-amid-declining-foreign-demand/ - The US Treasury executed a $15 billion debt buyback as foreign demand for US Treasuries declines. This move signals a fallback strategy to stabilise the economy under stagflationary pressure. Concurrently, the Polymarket scenario for Federal Reserve rate cuts between January and April has dropped to 48% YES, reflecting increased market skepticism and pressure on the Fed to hold rates steady amidst geopolitical tensions and economic fragility.
264. https://www.lifezette.com/2026/04/trump-floats-firing-jerome-powell-as-probe-heats-up-ive-held-back-watch/ - President Donald Trump stated he will remove Federal Reserve Chairman Jerome Powell if he does not resign when his term concludes in May. Trump indicated he has held back from firing Powell previously but intends to act if Powell remains. A Department of Justice investigation into the Fed's headquarters renovation continues, with US Attorney Jeanine Pirro planning to challenge court blocks on subpoenas. Simultaneously, Trump's nominee, Kevin Warsh, advances in the confirmation process despite Senate opposition pending the investigation's resolution.
265. https://www.activistpost.com/is-the-dollar-collapsing-8-key-indicators-you-cant-ignore/ - An analysis identifies eight key indicators pointing to a potential collapse of the US dollar, citing a self-perpetuating federal debt spiral exceeding $39 trillion. The report highlights rising budget deficits, surging interest expenses, and the Federal Reserve's return to balance sheet expansion. It argues that central planning fails, money supply inflation is inevitable, and gold prices will rise as the fiat system devalues.
266. https://www.japantimes.co.jp/business/2026/04/17/economy/bank-of-japan-governor-policy/ - Bank of Japan Governor Kazuo Ueda highlighted upside inflation risks and downside economic risks stemming from the Middle East conflict during a G20 meeting in Washington. Avoiding a definitive policy signal ahead of the April 28 rate decision, Ueda noted that financial conditions remain highly accommodative with low real interest rates. Market expectations for an immediate rate hike have receded, with overnight swap indexes pricing in a roughly 19% chance of a move this month, down from 55% earlier in the week.
267. https://stockhead.com.au/resources/resolution-appoints-former-sayona-mining-md-brett-lynch-for-u-s-expansion/ - Resolution Minerals has appointed Brett Lynch, a former managing director of Sayona Mining, as a non-executive director to bolster its US expansion strategy and upcoming Nasdaq listing. Lynch brings over 30 years of experience in critical minerals operations across North America, Australia, and Asia. His appointment aligns with the company's vision to develop the Horse Heaven project in Idaho, which includes the Antimony Ridge asset selected for the US government's FAST-41 permitting program. Lynch previously advised on Resolution's US-focused strategy and aims to unlock the project's potential for national security and shareholder value.
268. https://www.techradar.com/pro/a-sputnik-moment-for-chips-chinese-scientists-aim-to-save-moores-law-by-mass-growing-2d-materials-that-outclass-silicon - * Researchers at the Institute of Metal Research and National University of Defense Technology in China have created a new chemical vapor deposition method for 2D semiconductors. * The technique uses a liquid gold and tungsten bilayer substrate to grow monolayer tungsten silicon nitride films 1,000 times faster than conventional approaches. * The process enables wafer-scale growth of films reaching 1.4 by 0.7 inches, addressing the shortage of high-performance p-type materials for next-generation chips. * While the method offers strong hole mobility and heat dissipation, experts note the gold-based substrate is too expensive for mass production. * The study represents a significant step toward scalable manufacturing of 2D semiconductors needed for post-Moore law chip architectures.
269. https://smallcaps.com.au/article/west-coast-silver-identifies-new-priority-drill-target-at-elizabeth-hill-following-dhem-results - West Coast Silver has commenced diamond drilling to test a new conductor anomaly identified at its Elizabeth Hill silver project in Australia. Initial down-hole electromagnetic results indicated a discrete conductive plate with strength between 400-1,200 Siemens, aligned with a historical high-grade intersection. The single drill hole targets a depth of 150-170m and is expected to complete within the week, with assay results anticipated by Q2 2026. The company notes uncertainty regarding the anomaly's mineralogy and potential non-mineral conductive factors.
270. https://smallcaps.com.au/article/gorilla-gold-mines-accelerating-multi-asset-resource-growth-in-western-australia - Gorilla Gold Mines (GG8) is executing an aggressive resource growth strategy in Western Australia, focusing on its Comet Vale, Mulwarrie, and Vivien assets. The company aims to upgrade resources from Inferred to Indicated categories to attract institutional capital and potential joint-venture partners. With a global resource of 2.0 million ounces and a discovery cost of approximately A$25/oz, GG8 seeks to transition from an exploration multiple to a development multiple by leveraging its location in the Eastern Goldfields near existing infrastructure.
271. https://smallcaps.com.au/article/axel-ree-advances-caladao-toward-field-recovery-trials-with-isr-and-gallium-strategy-in-focus - Axel REE outlined a development pathway for its Caladão project in Brazil's Lithium Valley, focusing on in-situ recovery (ISR) trials scheduled for late 2026. The company highlighted a mineral resource of 572 million tonnes containing rare earths and 439Mt of gallium. Management identified Woolrich as the first wellfield for trials, citing metallurgical results that validate the ISR concept. The strategy also emphasises gallium and scandium recovery as parallel opportunities, positioning Caladão as a multi-commodity critical minerals system with potential for Western supply chains.
272. https://australianminingreview.com.au/news/middle-east-conflict-weighs-on-alcoa-shipments/ - Regis Resources is proposing a new development strategy for its McPhillamys mine in New South Wales after a 2024 Indigenous heritage ruling deemed the original tailings dam site unviable. The company is seeking a Federal Court declaration to invalidate the ruling by Minister Tanya Plibersek while simultaneously assessing an integrated waste landform concept. If successful, the project aims to be redetermined by a different minister, though the company previously recorded a $192m impairment due to the initial decision.
273. https://bulawayo24.com/index-id-news-sc-national-byo-263878.html - Zimbabwe's Cabinet has approved a Minerals Value Chain framework designed to transition the nation from a raw mineral exporter to an industrial manufacturing hub. Presented by Vice President Constantino Chiwenga and announced by Minister Zhemu Soda, the policy mandates value-added compliance certificates for exports and establishes national analytical laboratories at universities. The strategy includes a mine-to-market tracking system and eight regional beneficiation hubs to drive local processing, job creation, and national earnings.
274. https://www.df.cl/empresas/mineria/codelco-y-anglo-american-optan-por-doble-via-ambiental-para-proyecto - Codelco and Anglo American plan to submit two independent but identical environmental studies for their joint Andina-Los Bronces mining project in central Chile by December. This strategy aims to expedite regulatory approval while complying with Chilean constitutional requirements that Codelco retain title to its concessions. The integrated plan involves creating a single open-pit mine, sharing infrastructure, and reducing water consumption, though it risks overloading Chile's environmental assessment system and facing public opposition.
275. https://www.prnewswire.com/news-releases/silvercorp-reports-operational-results-and-financial-results-release-date-for-fiscal-2026-and-issues-fiscal-2027-production-cash-cost-and-capital-expenditure-guidance-302745437.html - * Silvercorp Metals Inc. reported record fourth-quarter and fiscal 2026 revenue of approximately $147.4 million and $438.1 million respectively. * The company provided production guidance for fiscal 2027, projecting silver output between 6.8 and 7.1 million ounces. * Capital expenditure guidance for fiscal 2027 totals $141.0 million for China operations, including $22.7 million for a new mill at the Ying Mining District. * Construction continues at the El Domo mine in Ecuador and the Kuanping project in China, with specific budget allocations detailed for each site. * Silvercorp expects to release audited financial results for fiscal 2026 on May 25, 2026.
276. https://www.utilitydive.com/news/suniva-announces-45-gw-solar-cell-facility/817731/ - Suniva, a US manufacturer of monocrystalline silicon solar cells, announced plans to build a 4.5-GW facility in Laurens, South Carolina, investing $350 million. The project is expected to come online in the second quarter of 2027, increasing the company's total domestic capacity to over 5.5 GW. This expansion aims to address supply chain resilience and meet rising energy demand driven by AI data centers, positioning Suniva as the largest merchant solar cell manufacturer in the United States.
277. https://www.miningnewsnorth.com/story/2026/04/17/northern-neighbors/kudz-ze-kayah-moves-closer-to-mine-permit/9634.html - BMC Minerals Ltd. has obtained a positive Decision Document from Yukon authorities for its ABM Mine project in the Yukon, enabling the company to proceed with remaining permits. The polymetallic deposit, located near Ross River, holds significant zinc, lead, copper, silver, and gold resources. Following additional consultation with Kaska First Nations, the document includes new terms regarding financial oversight and Indigenous rights. BMC aims to secure a final investment decision by late 2027.
278. https://www.miningnewsnorth.com/story/2026/04/17/northern-neighbors/seabridge-unveils-first-snip-north-resource/9633.html - Seabridge Gold Inc. announced a maiden resource estimate for the Snip North deposit on its Iskut project in British Columbia's Golden Triangle. The inferred resource contains 9.2 million ounces of gold, 28.3 million ounces of silver, and 923 million pounds of copper. CEO Rudi Fronk noted the deposit's similarity to the nearby KSM project, indicating significant growth potential. The company has renamed the project the Bronson Corridor Project.
279. https://mining.com.au/first-atlantic-drifts-onto-lucky-mike-earn-in-deal/ - First Atlantic Nickel has closed a two-stage earn-in agreement with Core Critical Metals to acquire up to 80% of the Lucky Mike Copper-Silver-Tungsten Project in Southern British Columbia, Canada. Core Critical Metals has spent C$16 million and must pay an additional C$650,000. First Atlantic retains a 20% interest and will form a special committee to evaluate strategic alternatives for this stake.
280. https://www.prnewswire.com/news-releases/orvana-reports-q2-fy2026-production-results-and-provides-update-on-oxides-stockpile-project-at-don-mario-bolivia-302745359.html - Orvana Minerals Corp. reported Q2 FY2026 production results with the restart of doré production at its Don Mario operation in Bolivia. The company produced 10,738 Gold Equivalent Ounces (GEO) consolidated, with 911 GEO from Don Mario and 9,827 GEO from its Spanish subsidiary Orovalle. The Oxides Stockpile Project at Don Mario is advancing, with plans to feed oxide ore from stockpiles into the plant in the coming weeks. Full planned production levels at Don Mario are expected by Q4 FY2026 following the integration of processing circuits.
281. https://passive-components.eu/samsung-introduces-ultra-high-voltage-1500-v-mlccs-for-xev-powertrains/ - Samsung Electro-Mechanics has introduced a new range of ultra-high-voltage multilayer ceramic capacitors (MLCCs) rated up to 1500 V, specifically designed for electric vehicle on-board chargers and inverter systems. The components feature C0G and X8G dielectrics in a compact 1210 footprint, offering capacitance values from 1.2 nF to 33 nF. This product line aims to replace or complement film capacitors by providing higher power density and improved reliability for 800 V architectures and CLLC resonant converters.
282. https://www.scdailypress.com/2026/04/16/chino-hearing-doesnt-mean-closeout-time-soon/ - * Freeport-McMoRan is updating its 2024 Closure Closeout Plan for the Chino Mine in New Mexico, a state requirement updated every five years. * The revised plan includes a new Kessel Stockpile for waste rock and an expansion of Reservoir 9 to allow deeper mining of the Santa Rita open pit. * Officials clarify that the plan update does not indicate an imminent mine closure, though reclamation financing remains a critical focus. * The Gila Resources Information Project emphasizes the necessity of perpetual water treatment and sufficient financial assurance to protect taxpayers. * A public hearing regarding these plans is scheduled for April 21 at the Grant County Veterans Memorial Business and Conference Center.
283. https://krocnews.com/senate-approves-bwca-mining-resolution/ - The US Senate voted 50-49 to approve a resolution sending President Donald Trump a measure to lift a federal ban on mining near Minnesota's Boundary Waters Canoe Area Wilderness. The move aims to allow Twin Metals Minnesota LLC, a subsidiary of Chile's Antofagasta Minerals, to extract copper, nickel, and other metals. Conservationists and Democrats oppose the resolution, citing risks of pollution to the watershed and setting a dangerous precedent for public land protections. The resolution now awaits the President's signature.
284. https://www.newsghana.com.gh/gold-holds-above-us4800-as-ceasefire-clock-ticks-toward-expiry/ - * Gold prices held above $4,800 per ounce while silver advanced 1.2% amid ongoing US-Iran ceasefire negotiations. * International mediators are working to extend the April 21 deadline, focusing on Iran's nuclear programme and Strait of Hormuz closure. * Brent crude prices eased from March highs, reducing inflationary pressure and the likelihood of Federal Reserve rate hikes. * Markets now price a 30% chance of a Fed rate cut later this year, up from 13% last week, supporting precious metals sentiment. * JPMorgan maintains a bullish year-end target of $6,300 for gold contingent on a Federal Reserve policy pivot.
285. http://www.altadena-now.com/main/town-life/inflation-pressures-energy-shocks-and-housing-strain-complicate-economic-outlook/ - US inflation rose 0.9% in March to an annual rate of 3.3%, driven by energy costs linked to geopolitical tensions. Consumer confidence slipped as gasoline prices surged to $5.89 per gallon in California. Mortgage delinquencies increased by 25% over four months, while Southern California housing affordability remains at historic lows due to high prices and rates. Despite these pressures, consumer spending grew 4.3% year-over-year, though unevenly across income groups.
286. https://www.sbcgold.com/blog/u-s-gdp-slows-to-0-7-in-q4-2025-after-sharp-reversal/ - The US Bureau of Economic Analysis revised Q4 2025 GDP down to 0.7% in March 2026, down from an initial 1.4% estimate. Weakness was driven by a 43-day government shutdown, a 3.3% drop in exports, and reduced consumer spending. Core PCE inflation remains elevated at 2.8%, fueling stagflation concerns as the Federal Reserve holds rates steady amidst rising national debt exceeding $39 trillion.
287. https://bitcoinworld.co.in/ecb-rates-middle-east-inflation-spillovers/ - In March 2025, the European Central Bank expressed heightened caution regarding interest rate adjustments due to persistent inflation spillovers from Middle East geopolitical risks. Policymakers highlighted energy market volatility, shipping disruptions via the Red Sea and Suez Canal, and supply chain bottlenecks as key transmission channels affecting the Eurozone. The bank employs a sophisticated risk dashboard to monitor over two dozen indicators, distinguishing between supply-driven shocks and demand-driven inflation to inform its data-dependent approach.
288. https://www.inforum.com/news/minnesota/us-senate-narrowly-votes-to-end-mining-ban-near-boundary-waters - The US Senate voted 50-49 to end a 20-year moratorium on mining in the Rainy River Watershed, reversing a Biden-era withdrawal. The measure, which now awaits President Trump's signature, allows the Twin Metals project to reacquire federal mineral leases. The vote passed along party lines, with two Republicans joining Democrats in opposition. Environmental groups condemned the decision, while industry supporters hailed it as a victory for mineral supply chains and local jobs.
289. https://ibgnews.com/2026/04/16/government-notifies-indias-first-chip-fabrication-plant-at-sez-dholera/ - The Government of India has notified the establishment of a Special Economic Zone (SEZ) by Tata Semiconductor Manufacturing Private Limited in Dholera, Gujarat. This facility, spanning 66.166 hectares, is designated as India's first chip fabrication plant. The project is expected to create 21,000 jobs and includes enabling infrastructure for electronic hardware, software, and IT-enabled services. This move follows regulatory reforms to the SEZ Rules, 2006, aimed at boosting the domestic semiconductor ecosystem.
290. https://cei.org/blog/from-lifeline-to-lifestyle-how-quantitative-easing-became-the-feds-default-setting/ - The nomination of Kevin Warsh has renewed scrutiny regarding the Federal Reserve's expanded balance sheet resulting from quantitative easing. Originally a temporary crisis response to the 2007-08 financial crisis and the COVID-19 pandemic, QE has become a permanent feature of US monetary policy. The Fed's balance sheet has grown dramatically through large-scale asset purchases, moving beyond traditional short-term interest rate targeting to actively shape financial conditions and credit allocation.
291. https://www.tovima.gr/2026/04/16/finance/ston-pago-ta-epitokia-sto-kokkino-oi-anisyxies-ti-fovatai-kai-ti-zygizei-i-ekt/ - European Central Bank policymakers held interest rates steady at 2% in March, citing insufficient evidence that the Iran conflict will sustainably raise eurozone inflation. Officials emphasised the use of scenario analysis to navigate uncertainty regarding energy shocks and global supply disruptions. Markets expect rates to remain unchanged in April, with potential increases anticipated by June or year-end if inflationary pressures persist.
292. https://www.streetwisereports.com/article/2026/04/15/gold-explorer-with-promising-ip-survey-results-to-start-drilling-in-montana.html - Domestic Metals Corp is set to begin a 9,000-meter drill program at its Smart Creek Copper-Gold-Silver Project in Montana by the end of April. The decision follows encouraging induced polarization (IP) geophysical survey results indicating potential porphyry copper and skarn mineralization. The company holds a 60% interest in the project, with Rio Tinto retaining 40% and providing technical support. Recent surface sampling has yielded high-grade results, and the company recently raised CA$3.38 million through a private placement to fund exploration and working capital.
293. https://www.cnbc.com/2026/04/15/cleveland-fed-president-hammack-expects-interest-rates-to-stay-on-hold-for-a-good-while.html - Cleveland Federal Reserve President Beth Hammack stated that the central bank should maintain interest rates on hold as economic conditions evolve. Speaking on CNBC, she highlighted two-sided risks regarding inflation and employment, noting that supply shocks from the Iran war and tariffs complicate monetary policy. While the benchmark federal funds rate is targeted between 3.5%-3.75%, Hammack warned of potential inflation shocks. Despite some FOMC officials anticipating a rate cut, market pricing suggests a reduced likelihood of a reduction this year.
294. https://www.gurufocus.com/news/8798938/paulson-warns-of-potential-crisis-in-us-treasury-market - Former U.S. Treasury Secretary Henry Paulson urged policymakers to create contingency plans for the U.S. Treasury market on April 16, 2026. He cited escalating federal debt and financing needs as primary risks that could cause a breakdown in the $31 trillion market. Paulson warned that a decline in demand might force the Federal Reserve to become a primary buyer, leading to lower bond prices and higher interest rates. The analysis also noted a GF Score of 0 for the iShares 20+ Year Treasury Bond ETF (TLT).
295. https://cleantechnica.com/2026/04/16/us-solar-cell-manufacturer-rises-from-the-dead-again/ - Suniva, a US solar cell manufacturer, announced plans to increase its annual domestic production capacity from 1 gigawatt to over 5.5 gigawatts. The expansion involves new facilities in Laurens, South Carolina, and an existing site in Georgia. This move aims to strengthen the US supply chain, secure energy independence, and capitalize on growing demand driven by domestic policy support and geopolitical factors such as the Strait of Hormuz closure. The company highlights its role in creating skilled jobs and reducing reliance on imported components.
296. https://www.americanbanker.com/news/feds-miran-downplays-inflation-risks-rethinks-rate-cuts - Federal Reserve Governor Stephen Miran stated he now anticipates three short-term interest rate cuts in 2026 instead of four, citing a less favorable underlying inflation composition. Speaking at the Washington Economic Festival, Miran downplayed the long-term inflationary impact of the Iran conflict and tariffs, suggesting energy price shocks should be looked through. He noted that while headline inflation remained stable, structural shifts made the inflation mix more problematic than at the start of the year.
297. https://investinglive.com/centralbank/feds-williams-at-this-moment-not-appropriate-to-provide-specific-forward-guidance-20260416/ - Federal Reserve President John Williams stated that providing specific forward guidance is inappropriate due to current geopolitical volatility. He warned that inflation will remain significantly above 3% as the conflict shifts from price spikes to supply shortages. While acknowledging the US economy's reduced vulnerability to oil shocks, Williams emphasised that economic fallout will worsen with the conflict's duration. He also identified cyber threats as a primary systemic concern.
298. https://investinglive.com/centralbank/feds-miran-i-would-pencil-in-3-rate-cuts-this-year-versus-4-before-the-war-20260416/ - Fed official Miran has revised his forecast for Federal Reserve rate cuts to three this year, down from four, citing the impact of an oil shock on inflation. He projects inflation could reach 2% within a year. Market expectations for easing have also adjusted, with the curve now pricing in 10 basis points of cuts this year compared to 50-60 basis points previously.
299. https://www.krem.com/article/news/local/idaho/kootenai-environmental-alliance-conservation-groups-urge-coal-mine-expansion-oversight/293-7450bb2c-d7af-40fa-a08a-59032eb33c23 - A coalition including the Kootenai Environmental Alliance and 34 other organisations has requested that Canadian Environment Minister Julie Dabrusin appoint an independent review panel for Glencore's proposed Fording River Mine expansion in British Columbia. The groups argue the project threatens downstream waters in Montana and Idaho, potentially exacerbating selenium pollution in Lake Koocanusa and the Kootenai watershed. Under Canadian law, the minister has the authority to designate such a panel for projects posing risks to shared waters.
300. https://www.mining-technology.com/news/tocvan-deploys-heavy-machinery-gran-pilar/ - Tocvan Ventures has mobilised a dozer, excavator, and haul truck at its Gran Pilar Gold-Silver Project in Sonora, Mexico. The equipment supports trenching, road construction, and pilot-scale development within a fully funded 20,000m drilling programme. Recent surface work revealed mineralisation, including up to 1.2g/t gold and 11g/t silver at the Central Magnetic Trend. The company anticipates further drilling results in coming weeks and aims to advance toward a maiden resource estimate.
301. https://www.prnewswire.com/news-releases/conductive-silicone-market-trends-size-surges-to-usd-5-01-billion-by-2033--propelled-by-5-5-cagr---verified-market-reports-302744799.html - The global conductive silicone market is forecast to grow from USD 3.10 billion in 2024 to USD 5.01 billion by 2033, representing a 5.5% CAGR. Key growth drivers include the electrification of mobility, 5G infrastructure expansion, and the proliferation of wearable medical devices. Silver-filled elastomers currently dominate the market with a 42% revenue share. Major players such as Dow Corning Corporation, Wacker Chemie AG, and Shin-Etsu Chemical are actively expanding production and developing new formulations for automotive and aerospace applications.
302. https://coingape.com/feds-john-williams-signals-support-for-holding-rates-steady-ahead-of-fomc-meeting/ - New York Fed President John Williams indicated he will likely oppose a rate cut at the upcoming April FOMC meeting. Citing the U.S.-Iran war, Williams warned that rising energy prices are already pressuring inflation, with annual figures expected between 2.75% and 3%. He anticipates inflation reaching the 2% target by 2027 as supply shocks play out, suggesting the current policy stance balances risks to employment and price stability.
303. https://dinarchronicles.com/2026/04/16/bull-boom-bear-bust-the-next-leg-down-in-the-us-economy-was-just-triggered/ - A report from Bull Boom – Bear Bust indicates the US economy is shifting from a soft landing to a harder reality due to rising wholesale inflation, political instability at the Federal Reserve, and a housing market locking out 70% of Americans. With interest rates above 6% and median home prices requiring over $100,000 annual income, families are migrating to Rust Belt states. The Federal Reserve faces uncertainty as President Biden nominates Kevin Warsh to replace Jerome Powell, sparking debate over potential policy shifts. Analysts suggest markets are artificially propped up and detached from consumer reality, risking a future correction.
304. https://www.cbsnews.com/minnesota/news/sen-tina-smith-senate-vote-on-boundary-waters-mining/ - Minnesota Sen. Tina Smith spoke for nearly five hours on the Senate floor to oppose a resolution lifting a 20-year mining ban near the Boundary Waters Canoe Area Wilderness. The measure, expected to be voted on Thursday, would use the Congressional Review Act to allow copper-nickel mining upstream from the protected area. Smith argued the proposal violates tribal treaty rights and ignores Indigenous consultation, citing environmental contamination risks and threats to recreational access. Supporters, including Twin Metals Minnesota, claim the project will create jobs and reduce reliance on foreign materials. The resolution has already passed the House.
305. https://www.prnewswire.com/news-releases/the-multi-front-strategy-powering-junior-polymetallic-exploration-in-2026-302744595.html - Global silver supply deficits are expected to reach 67 million ounces in 2026, prompting governments to classify the metal as strategically critical. Junior mining companies are responding by running parallel exploration programs across multiple jurisdictions and geological targets. GoldHaven Resources is conducting high-resolution magnetic surveys in British Columbia and Brazil. Americas Gold and Silver reported a 19% increase in silver resources at its Galena Complex in Idaho. Hycroft Mining confirmed high-grade silver intercepts at its Nevada operations. NevGold advanced metallurgical testwork for gold and antimony recovery in Nevada. GoGold Resources initiated construction activities for its Los Ricos South Project in Mexico.
306. https://news.robotfx.org/2026/04/ecb-signals-no-fixed-rate-path-amid.html - European Central Bank policymakers kept interest rates unchanged in March, citing increased uncertainty from the Middle East conflict which poses upside inflation risks and downside growth risks. Officials maintained a meeting-by-meeting approach with no fixed rate path, projecting inflation to converge to the 2% target over the medium term while preserving flexibility for future decisions.
307. 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.
308. 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.
309. 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.
310. 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.
311. 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.
312. 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.
313. 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.
314. 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.
315. 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.
316. 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.
317. 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.
318. 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.
319. 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.
320. 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.
321. 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.
322. 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.
323. 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.
324. 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.
325. 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.
326. 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.
327. 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.
328. 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.
329. 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.
330. 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.
331. 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.
332. 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.
333. 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.
334. 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.
335. 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.
336. 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.
337. 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.
338. 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.
339. 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.
340. 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.
341. 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.
342. 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.
343. 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.
344. 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.
345. 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.
346. 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.
347. 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.
348. 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.
349. 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.
350. 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.
351. 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.
352. 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.
353. 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.
354. 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.
355. 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.
356. 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.
357. 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.
358. 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.
359. 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.
360. 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.
361. 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.
362. 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.
363. 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.
364. 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.
365. 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.
366. 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.
367. 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.
368. 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.
369. 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.
370. 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.
371. 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.
372. 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.
373. 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.
374. 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.
375. 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.
376. 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.
377. 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.
378. 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.
379. 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.
380. 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.
381. 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%.
382. 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.
383. 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.
384. 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.
385. 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.
386. 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.
387. 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.
388. 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.
389. 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.
390. 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.
391. 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.
392. 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.
393. 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.
394. 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.
395. 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.
396. 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%.
397. 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.
398. 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.
399. 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.
400. 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.
401. 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.
402. 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.
403. 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.
404. 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.
405. 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.
406. 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.
407. 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.
408. 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.
409. 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.
410. 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.
411. 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.
412. 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.
413. 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.
414. 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.
415. 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.
416. 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.
417. 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.
418. 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.
419. 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.
420. 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.
421. 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.
422. 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.
423. 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.
424. 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.
425. 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.
426. 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.
427. 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%.
428. 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.
429. 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.
430. 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.
431. 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.*
432. 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.
433. 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.
434. 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.
435. 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.
436. 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.
437. 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.
438. 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.
439. 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.
440. 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.
441. 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.
442. 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.
443. 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.
444. 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.
445. 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.
446. 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.
447. 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.
448. 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.
449. 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.
450. 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.
451. 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.
452. 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.
453. 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.
454. 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.
455. 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.
456. 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.
457. 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.*
458. 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.
459. 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.
460. 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.
461. 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.
462. 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.
463. 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.
464. 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.
465. 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.
466. 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.
467. 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.
468. 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.
469. 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.
470. 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.*
471. 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.
472. 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."
473. 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.
474. 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.
475. 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.
476. 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.
477. 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.
478. 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.
479. 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.
480. 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.
481. 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.
482. 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.
483. 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.
484. 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.
485. 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.
486. 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.
487. 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.']
488. 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.
489. 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.
490. 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.
491. 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.
492. 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.*
493. 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.
494. 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.
495. 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.
496. 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.
497. 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.
498. 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.
499. 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
500. 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.