OCS research desk
Results for “SI=F”
Gold spot rallied on Iran safe-haven flows and China's defiance of US sanctions on Iranian oil refiners, but Fed's Kashkari warned prolonged war curbs rate guidance amid…Read the report
Fed War Limits Cap Gold Surge Amid China Oil Defiance
Gold spot rallied on Iran safe-haven flows and China's defiance of US sanctions on Iranian oil refiners, but Fed's Kashkari warned prolonged war…
Explosive Chinese silver imports absorbing two months' global demand have slashed COMEX inventories below 90M oz, fueling SLV ETF inflows (+2.48%) and short covering…Read the report
China Silver Imports Drain COMEX, SLV Surges Amid Futures Rout
Explosive Chinese silver imports absorbing two months' global demand have slashed COMEX inventories below 90M oz, fueling SLV ETF inflows (+2.48%)…
World Silver Survey 2026 exposes 15% physical deficit, driving SLV ETF +2.45% amid COMEX delivery fears despite SI=F -7.96% futures plunge, underscoring paper-physical…Read the report
Silver 15% Deficit Sparks COMEX Inventory Crunch
World Silver Survey 2026 exposes 15% physical deficit, driving SLV ETF +2.45% amid COMEX delivery fears despite SI=F -7.96% futures plunge…
Trump's rejection of Tehran's peace offer escalates Iran conflict, fueling safe-haven surges in gold/silver spot & futures amid record 244t Q1 CB buying. DB's $8000/oz…Read the report
Trump Iran Snub + DB $8K Sparks Gold CB Frenzy
Trump's rejection of Tehran's peace offer escalates Iran conflict, fueling safe-haven surges in gold/silver spot & futures amid record 244t Q1 CB…
Goldman Sachs' reiterated $5400 gold forecast sparks spot (XAUUSD) and futures (GC=F) rallies amid surging central bank demand at 60t/month, tightening COMEX supply and…Read the report
GS $5400 Gold Reiteration Ignites CB Supply Crunch
Goldman Sachs' reiterated $5400 gold forecast sparks spot (XAUUSD) and futures (GC=F) rallies amid surging central bank demand at 60t/month…
Bank of America's bold $6000 gold and $86 silver price targets by May 2026, coupled with forecasted North American mine supply declines, drive record ETF inflows into…Read the report
BofA $6K Gold Target Ignites ETF Flows Amid Mine Crunch
Bank of America's bold $6000 gold and $86 silver price targets by May 2026, coupled with forecasted North American mine supply declines, drive record…
Silver spot price rallies 3.5% to $76 amid DXY weakness to 98.056 and hawkish Fed flows into inflation hedges, driving SLV +2.45% and XLB miner margins higher. Dollar…Read the report
Silver Surges 3.5% to $76 on DXY Drop, Fuels XLB Rotation
Silver spot price rallies 3.5% to $76 amid DXY weakness to 98.056 and hawkish Fed flows into inflation hedges, driving SLV +2.45% and XLB miner…
US-Iran war escalation via Hormuz blockade spikes oil to $111, sparking initial gold safe-haven flows, but India's import pause curbs physical demand while CB buying…Read the report
India Gold Pause Caps Iran Safe-Haven Surge as Oil Fuels Rates
US-Iran war escalation via Hormuz blockade spikes oil to $111, sparking initial gold safe-haven flows, but India's import pause curbs physical demand…
Restricted Russian physical gold exports strain COMEX deliverable inventories, driving spot gold higher and widening futures-spot basis while boosting GLD/IAU +1.5%…Read the report
Russian Gold Ban Tightens COMEX, Lifts ETFs +1.5%
Restricted Russian physical gold exports strain COMEX deliverable inventories, driving spot gold higher and widening futures-spot basis while…
Gold and silver spot/futures stage sharp intraday rebounds amid DXY slide from yen interventions and Middle East safe-haven flows, supercharged by COMEX silver first…Read the report
Silver COMEX Squeeze Sparks Gold Rebound
Gold and silver spot/futures stage sharp intraday rebounds amid DXY slide from yen interventions and Middle East safe-haven flows, supercharged by…
World Gold Council reports record 244t Q1 CB purchases led by EM diversifiers, with $14bn Asian ETF inflows offsetting Western outflows to hold GLD/IAU AUM at $606bn…Read the report
Record CB Gold Buys Stabilize ETFs Amid Rout
World Gold Council reports record 244t Q1 CB purchases led by EM diversifiers, with $14bn Asian ETF inflows offsetting Western outflows to hold…
Fed's rate hold with maximum dissent since 1992 and hawkish Warsh confirmation strengthen DXY, overriding Iran safe-haven bids and crushing gold/silver despite initial…Read the report
Fed's Record Dissent Caps Gold Amid Iran Oil Spike
Fed's rate hold with maximum dissent since 1992 and hawkish Warsh confirmation strengthen DXY, overriding Iran safe-haven bids and crushing…
Kinross, Alamos, and Zijin Q1 beats on production and FCF fail to stem gold futures' 14% plunge to $4557 and silver's 37% drop to $72 amid DXY gains and real rate…Read the report
Miner Earnings Beats Clash With Gold Rout
Kinross, Alamos, and Zijin Q1 beats on production and FCF fail to stem gold futures' 14% plunge to $4557 and silver's 37% drop to $72 amid DXY gains…
Scotiabank's PT hike on PAAS sparked brief silver miner optimism and SLV inflows, but hawkish Fed on sticky inflation triggered a brutal gold-silver plunge (GC=F -14%…Read the report
PAAS Upgrade Clashes with Fed Rout in Silver
Scotiabank's PT hike on PAAS sparked brief silver miner optimism and SLV inflows, but hawkish Fed on sticky inflation triggered a brutal gold-silver…
Gold futures plunged 14% to $4557 and silver cratered 37% below $72 amid DXY strength from FOMC rate hold and safe-haven flows, overriding Iran escalation safe-haven…Read the report
Gold-Silver Rout Ignores Iran; DXY Crushes Metals
Gold futures plunged 14% to $4557 and silver cratered 37% below $72 amid DXY strength from FOMC rate hold and safe-haven flows, overriding Iran…
Record Chinese Q1 gold demand +24% and PBoC reserve adds drive physical tightness and ETF inflows, yet GC=F craters -14% on COMEX volume spike amid FOMC rate hold…Read the report
China Gold Boom Clashes With Futures Plunge
Record Chinese Q1 gold demand +24% and PBoC reserve adds drive physical tightness and ETF inflows, yet GC=F craters -14% on COMEX volume spike amid…
Agnico Eagle's C$3.9B acquisition in Finland boosts gold miners like NEM (+7.3%) and GDX (+2.4%) on M&A momentum, but dilution fears and added supply pipeline temper…Read the report
AEM Finland Deal Fuels Miner Rally, Caps Gold Upside
Agnico Eagle's C$3.9B acquisition in Finland boosts gold miners like NEM (+7.3%) and GDX (+2.4%) on M&A momentum, but dilution fears and added supply…
Silver prices and SLV ETF plunge below key supports amid DXY surge and real yield spike from risk-off flows, expanding gold-silver ratio as GLD/IAU hold relatively firm…Read the report
SLV Crashes 2.8% Below Support, Gold Ratio Expands
Silver prices and SLV ETF plunge below key supports amid DXY surge and real yield spike from risk-off flows, expanding gold-silver ratio as GLD/IAU…
Russia's Central Bank dumps 22 tons of gold amid fiscal strain from weak oil revenues, intensifying supply pressure and driving GLD -2.83% to $429.57 and SLV -5.07% to…Read the report
Russia's 22t Gold Fire-Sale Hits GLD/SLV Amid Warsh Rates Nod
Russia's Central Bank dumps 22 tons of gold amid fiscal strain from weak oil revenues, intensifying supply pressure and driving GLD -2.83% to $429.57…
China's record March 2026 gold and silver imports, coupled with PBOC's 17th straight gold buy and silver export curbs, signal robust physical/CB demand yet GLD (-2.83%)…Read the report
China Record Gold/Silver Imports Defy GLD/SLV Rout
China's record March 2026 gold and silver imports, coupled with PBOC's 17th straight gold buy and silver export curbs, signal robust physical/CB…
Fragile U.S.-Iran ceasefire and Hormuz reopening ease initial geo fears, but doubts spark USO +4.55% snapback from oversold RSI 37, while GLD -0.86% and SLV -2.01% shed…Read the report
Ceasefire Doubts Fuel Oil Rebound, Gold/Silver Fade
Fragile U.S.-Iran ceasefire and Hormuz reopening ease initial geo fears, but doubts spark USO +4.55% snapback from oversold RSI 37, while GLD -0.86%…
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