Gold Rush

Emerging market gold grab: DRC central bank receives first batch of refined gold ingots to rebuild reserves.

• New state-led program formalizes...

• USD surges as preferred safe-haven after failed US-Iran talks and Hormuz blockade
• Gold tumbles 2.2% below $4,650/oz, down >11% since late Feb war...

Technical bullishness meets geo turbulence – gold set for final dip to $2,600 before $400 rally to $3,000 end-2025/early 2026.

• Dip-buy...

Relentless CB buying extends to 23 months with +19t in Feb and 25t YTD, led by Poland's 20t haul.

De-dollarization pivot: 2025 milestone—CBs hold...

Precious metals cycle enters new phase marked by end of nine-year suppression in silver mining equities, potentially creating upside for miners.

SCZM key metrics highlight a dip-buy setup for silver exposure:

• Close 4/10: $7.99 (-1.72%), extended $8.02 (+0.37%); 1D -2.43% on 405k vol (below...

China bucks the trend: PBOC extended its 17-month buying streak in March, adding ounces despite gold's steepest drop since 2008 (-6.35%).

-Overall...

US-Iran negotiations breakdown will drive gold and silver volatility into Monday's open, with sentiment rattled amid inflation data and global cues.

Gold's sharp rebound from March's 12% slump now holds at $4,400–$4,600/oz, driven by persistent Iran conflict uncertainty.

• Ceasefire fragility...

Spot Price Pullbacks Amid Geopolitics

• 🔥 Gold Retreats to $4,748-$4,766: Gold pulled back to the $4,748-$4,766 range after hitting $5,000 due to...

Historic rally to $3,200/oz new high fueled by dollar weakness from Fed rate cut bets and recession fears:

• Central banks in emerging markets...

US-Iran war escalation crushed gold's safe-haven rally: prices dropped ~16% in India ETF by late March, weighed by oil surge, higher yields, strong...

High gold prices ($3,950-$5,050/oz, potential $5,000 peak) and reserve deficits are driving exploration to frontiers like Guyana, Mongolia, and...

Silver ETF sentiment via shorts: minimal bear pressure.

• 1.03M shares shorted (1.43% float) as of Mar 31, 2026
• +4.94% from prior report, still subdued
• 0.4 days to cover on 4.83M avg volume – no squeeze threat
  Price $72.61 (+1.07%) signals bullish tilt

Macro drivers ignite gold surge amid shaky peace:

• Geopolitical hedge: Fragile US-Iran ceasefire spikes safe-haven demand, with prices climbing on...

Barrick enters earnings with strong cash flow and record gold prices, but strategic overhaul faces hurdles:

• New licensing fees and hidden costs
• Project delays
• Geopolitical challenges
  Stock watchers: High prices may not fully offset these pressures.

• Newmont up 19% YTD amid volatility, trades at 12x forward earnings, Q1 earnings April 23
• Harmony boasts 5/6 future growth & past performance...

Central banks' official gold reserves reached a record ~$4 trillion in early 2026, edging out US Treasuries at $3.9 trillion. This shift, fueled by 2025's gold price surge, underscores surging safe-haven demand as a key macro driver.

Macro demand surges from continued global central bank purchases, recurring Middle East geopolitical risks, and limited inflation resilience.

• Gold...

GOLD stock drops despite market gains, but forecasted $2.17 EPS marks 804% YoY growth—prime dip-buy for gold bull miners.