Oil prices stabilized on Thursday (February 12th), as the market reassigned a risk premium to US-Iran tensions despite US inventory data showing swelling domestic supplies. This movement confirms one thing: geopolitical headlines are still more "noise" than signals of a short-term surplus. As of 3:50 PM WIB, Brent was at $69.60/barrel (+0.29%) and WTI was at $64.83/barrel (+0.31%). The gains were moderate, but enough to keep prices near the psychological $70 level for Brent. From a geopolitical perspective, market focus is on the potential for escalation in the Middle East. Recent reports...
Gold is under pressure again as global markets enter risk-on mode. Signals of peace on the US-China trade front have reduced investors' need for safe haven assets, leading to a correction in gold prices after a major rally. However, this is more of a relief trade deal than a complete bearish one, as gold's annual price remains high, and government debt, currency weakness, and central bank purchases remain key drivers. Going forward, the key focus will be on the Fed's interest rate. If the Fed cuts interest rates, this would be bullish for gold, as holding gold becomes cheaper than holding...
Silver fell on Friday, October 24, 2025. Spot prices moved in the range of $48-49 per troy ounce, slightly weakening from the previous day after significant volatility earlier this week—even falling sharply after hitting a new record above $54. The pressure came from profit-taking and caution ahead of tonight's US inflation release, prompting buyers to wait. Several media outlets also noted that silver prices rebounded, but volatility remained high after the sharp mid-week correction. The price of silver at the time of this analysis was released was $48,561. Disclaimer: This article is...
Gold in the Asian session on Friday (October 24th) tended to be flat around $4,130/oz after a sharp correction yesterday (spot prices briefly fell to near $4,090 before stabilizing again). Volatility remains high, so the market is focused on that intraday range. Key fundamentals: the market is awaiting the FOMC meeting on October 28-29th (many anticipate an interest rate cut) and the CPI inflation release on October 24th, both of which could move the dollar/yield and the direction of gold. Supporting the larger trend, demand for gold from central banks remains strong this year. The gold...
Gold prices fell to around $4,080 per ounce on Thursday (October 23rd), marking a third consecutive day of decline after hitting a record high in recent weeks. This decline was triggered by market optimism about a possible trade deal between the US and China, as well as President Trump's conciliatory statements toward China, which prompted investors to shift away from gold as a safe-haven asset. Despite the decline, gold prices are still up around 55% year-to-date, supported by hopes that the Federal Reserve will cut interest rates two more times before the end of the year. On the other...
Silver prices fell sharply after plummeting more than 7% in the last two sessions, following the decline in gold prices. Currently, silver is weakening amid market concerns that the precious metal's rally has accelerated too quickly. Investors are also beginning to weigh the impact of US-China trade tensions and new sanctions against Russia, which have shaken global commodity markets.However, some analysts believe this pressure could be temporary. Industrial demand for silver—particularly for solar panels and electronic devices—remains high and has the potential to support prices in the...
The potential for a US-India deal that reduces Russian imports could shift India's demand to alternative grades (Middle East/US/Africa), thus increasing demand; reports of declining US crude stockpiles plus planned SPR replenishments are tightening the market; OPEC+ discipline is keeping supply tight; and the risk of supply disruptions (weather, geopolitics, logistics) is adding to the risk premium. Signs of a global surplus persist due to high non-OPEC production (US, Brazil, Guyana); the demand outlook is not yet solid in China/Europe (depending on PMIs and industry); fluctuating refinery...
Silver prices held below $49/oz after plunging about 7%-the deepest since 2011-and are now down approximately 10% from last week's record. The underlying cause is simple: massive profit-taking after a long year-long rally, so the rapid declines fueled each other. At the same time, risk appetite improved as US-China tensions eased somewhat and there was hope the US government shutdown would soon end. The market is also awaiting US inflation data on Friday for the final clue before the Fed's long-awaited interest rate cut next week. Looking ahead, silver's direction will be key to the US...
Gold was under pressure in the Asian session on Wednesday (October 22, 2025) as the US dollar strengthened and real Treasury yields remained high, increasing the opportunity cost of holding non-yielding assets. Risk sentiment also improved following easing US-China trade tensions and the prospect of an end to the US lockdown this week, which eroded demand for safe-haven assets. At the same time, the market readjusted expectations for a slower Fed rate cut after relatively solid US data, a combination that is usually negative for gold. After rallying to a new record, coordinated...
Gold rises in the early Asian trade. There's a broad commodities uptrend, driven by macro uncertainty, a weaker dollar, and persistent demand for "hard" assets, says Fawad Razaqzada, market analyst...
Oil extended declines after OPEC+ agreed to a bigger-than-expected production increase next month, raising concerns about oversupply just as US tariffs fan fears about the demand outlook.
Brent...
The Japanese Yen (JPY) weakened against its US counterpart and reversed part of Friday's recovery from the lowest level since July 23 following Bank of Japan (BOJ) Governor Kazuo Ueda's remarks....