Precious Metals Macro Tracker

Central Bank Policy Signals

• 🔥 Warsh Proposes Ditching Core PCE: Trump's Fed pick Kevin Warsh wants to retire the Fed's preferred core personal...

• Oil reprices geo risks over fundamentals: Brent nears $106-$110, WTI $97 on US-Iran tensions and Hormuz threats, driving 17%+ rally.
• Tightens...

• Spot weakness: March ETF outflows, strong dollar & higher rates drive ~11% drop from peak to ~$4700.
• Investor caution: Q1 net inflows modest vs....

Multi-angle pressures on gold from US-Iran tensions:

• Geopolitical risks in Strait of Hormuz drive energy prices higher, reinforcing inflation fears...

Key hawkish signals from Trump's Fed pick:

• Views economy at full employment, not signaling cuts despite new inflation gauges showing lower readings...

Key supply implications for silver investors:

• Zero exports of unwrought silver (bars, powder) from China to all countries in 2025; prior years data...

Gold shattered $5000 earlier in 2026, fueled by currency volatility, geo shifts, and policy changes.

Key drivers:

• Central banks net buy >1,200...

Gold-Linked Token Innovation

• 🔥 MG999 Token Launch: FundBridge Capital, Mustafa Gold, and Libeara launched MG999 token in Singapore, which...

Warsh's testimony signals Fed overhaul with direct metals implications:

• New inflation framework trims supply shocks, enabling rate cuts even as oil...

New tokenized gold breakthrough: Singapore's Mustafa Gold, FundBridge Capital, and Libeara launched MG999, a gold-tracking token paying 1% yield to...

Short-term pressures mount as Iran uncertainty and hawkish rate outlook boost the dollar, pushing spot gold to $4712.50 and briefly below...

Mining Sector Performance

• 🔥 Newmont (NEM) +3.00%: Newmont Corporation stock rose 3.00% on April 22, outperforming the Mineral Resources sector...

Key trend: Mining stocks rally with gold at $4,766-$4,781/oz, silver at $78+/oz amid geopolitics.

• Hochschild up 2% to 672p, avg gold price +40% YoY...

Key tailwinds propping gold near $4,700–$4,750 despite oil strength and rates:

• Stagflation fears outweigh conflict worries; Trump extends Iran...

Silver Fundamentals

• 🔥 World Silver Survey 2026: The Survey offers market participants and observers a wide-ranging overview of the...

• World Silver Survey 2026 provides wide-ranging overview of international silver market
• Hit nominal all-time high of $121.60/oz in January
• Trading near $79–$80/oz as of late April 2026
• Key for investors tracking supply/demand amid pullback

Will silver's cryptocurrency resemblance trigger the next precious metals rally?

• Mirrors crypto charts this year, amid elevated volatility.
• Gold...

Short-term whipsaws: Gold prices have fallen despite heating geopolitical tensions, not always a straightforward hedge.

• Buy-the-dip strategy:...

Fed funds rate hikes make fixed-income investments more attractive than gold, potentially pulling capital away. A key macro headwind for gold prices and precious metals ETFs.

Miner weakness stands out amid positive US data:

• FTSE 100 moderately lower on falling miners, banks
• Philly Fed index unexpectedly jumps to highest...