Skip to main content

Insights

Market Updates

Regular updates on global precious metal market movements.

Stay up to date with weekly price movements and the key financial, geopolitical, and economic factors shaping global and local precious metal markets.

These essential reports are ideal for first-time investors though to SMSF trustees and financial intermediaries allocating to gold on behalf of their clients. They are available via our website or can be delivered straight to your inbox. Subscribe here.

The How and Why of Gold and Silver

Precious metals spike and dump on Jackson Hole speech and we look at the how and why of gold and silver investing.

28 August 2020

Buffett Buys Barrick

Gold failed to hold above US$2,000 but found support above $1,900 and is trading just above the previous all-time high in 2011.

21 August 2020

We Are All Gold Bugs Now

We Are All Gold Bugs Now says Morgan Stanley, worried about inflation. While gold and silver were volatile on profit taking the broader long-term fundamentals remain unch...

13 August 2020

Precious Metals Power Move

Another amazing week with gold pushing strongly through $2,000 and silver reaching just shy of $30. Over only 16 trading days the move in gold, as shown in the chart belo...

06 August 2020

Gold - The Only Real Vote You Have

Gold stopped short of hitting $2,000 but with a permanent change to mainstream market attitudes towards precious metals any decent dips in the price will likely be bought...

30 July 2020

Silver Shines, Gold Gains

We focus on silver this week given its massive 17% gain. We expect the market to take a breather back to the mid $21s but in the long-term silver is clearly in a new bull...

23 July 2020

Mother of All Melt Ups

The markets are a very dangerous place for savers says Russell Napier with financial repression, US Federal Reserve turning on the liquidity taps and retail rookies runni...

16 July 2020

Gold in a Positive Feedback FOMO Loop

A significant week for gold as it broke through the round number $1,800 level, a figure it last saw in 2011, on the back of concerns about a second COVID wave in the US.

09 July 2020

Gold’s Mammoth Financial Year Return

Gold posted a massive 28.5% return for the 2019/2020 financial year, with silver a more than respectable 20.1%, but its 45 year compounded per annum return is also impres...

02 July 2020

The Great Central Bank Bubble of 2020

‎It is now time to leave the stock market party before the bubble blows. Yield breakdown is driving gold says Nick Frappell and professor shows that gold worked to reduce...

25 June 2020

Markets in La La Land

Equity prices are insanely disconnected from their underlying fundamentals and in “La la land” according to Crescat Capital. Jeremy Grantham agrees saying that he is incr...

18 June 2020

In Case of Financial Emergency…

Digital Finance Analytics estimates that the percentage of households in mortgage stress reached 37.5%, or 1.42 million households.Gold recovered this week but looking ba...

11 June 2020

How High will the AUD Fly?

Nick Frappell talks about what the EFP is and discusses how it is priced, who trades it and its impact on gold prices in ABC Bullion’s 360 Monthly Review.Gold continued t...

04 June 2020

A Golden Decade

Is surging private indebtedness creating a society of debt serfs and feudal creditor lords? We explore this question and more in this week’s review of Incrementum’s In Go...

28 May 2020

Gold Confiscation – Feasible or Fantasy?

This week, Crispin Odey got a lot of headline coverage, when he said that gold ownership could become illegal if inflation spikes.AUD strengthened this week to 65.6 US ce...

21 May 2020

Half the Aussie Workforce on Government Support

Officially unemployment only rose slight to 6.2% but we say realistically over 50% of the workforce is on government support.We also look at trade tensions between China...

14 May 2020

Wealth Destruction on a Catastrophic Scale

This week Harvard University professor Ken Rogoff called for deeply negative US interest rates; the market agrees with traders betting on negative US rates by early 2021....

07 May 2020

Inflation Bomb Set to Blow

JP Morgan says US money printing may ignite an inflation bomb. This week we also look at China's call for a new super-sovereign currency to counter the US dollar and why...

30 April 2020

You Can’t Print Gold

Gold edged higher this week to $1,726 and silver is tracking sideways around the USD $15 per ounce level, yet to make up its mind on whether to join gold or remain uncoup...

23 April 2020

Look Very Closely at Silver

Gold advanced to $1,648 this week on US dollar weakness and silver battled with the $15 level after adding around 7% from the start of the week. The USD index retreated,...

09 April 2020

Dead Cat Bounce

A bit of a mixed week for the metals, with gold initially falling but recovering back above $1600 and silver to $14.56. The Aussie dropped to 60.5 cents this week helping...

03 April 2020

Another Week, Another New Gold Price High

A good week for the metals with gold staging a recovery above $1,600 and silver outperforming to over $14.50. For Aussie investors, we saw the $A gold price reach a new h...

26 March 2020

Worst Crash Since 1987

Stock markets have seen the most vicious sell-off since the 1987 “Black Monday” crash and the precious metals were dragged down on liquidating longs. However, with the AU...

13 March 2020

Volatility is the New Normal

The metals recovered this week with equity market volatility sending gold to $1,670 and silver $17.45. The Aussie dollar’s recovery cut into local price gains but gold wa...

06 March 2020

Markets Awaken: US Stocks Crash 11%

The US stock market finally woke up to coronavirus risk with the S&P 500 crashing 11.60% in less than a week, and gold jumping to highs of $1,687. Silver fell back this w...

27 February 2020

World in a Silent Depression

Gold broke above the crucial $1,586 level this week, trading above $1,620; silver moved above $18 into a resistance zone between $18.40 and $18.50. The Australian dollar...

20 February 2020

Corona Cramps China Supply Chains

US gold rallied to $1,577 and silver fell back to $17.66 this week. The AUD/USD was on struggle street last week, hitting an 11 year low and pushing AUD gold higher to $2...

13 February 2020