opinion

Silver price hits new high as gold surges: This is why

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By CPM Group
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In this presentation, Jeffrey Christian of CPM Group reviews the sharp rise in gold, silver, platinum, and palladium prices. He looks at the mix of macroeconomic uncertainty, investor behavior, and central bank policy that has driven prices higher in recent weeks.

Jeff also discusses the Federal Reserve’s latest interest rate decision and the Fed’s nuanced analysis of current economic conditions that might seem to be self-contradicting signals to some market participants about economic strength, inflation, and future policy direction. With limited U.S. economic data available due to recent reporting disruptions, markets are reacting more to uncertainty and risk perceptions than to fundamentals.

Jeff explains why sharp pullbacks remain possible even within a longer-term bullish trend, and what price volatility may look like into year-end and early 2026.

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CPM Group

CPM Group is a commodities research, consulting, financialadvisory and commodities management firm providing independent research,analysis and advisory services related to commodities markets, corporate andproject finance, and the financial management of exposure to commodity orientedinvestments.

We started our business in 1986 predicated on the idea that commoditiesresearch and advice is best delivered by independent experts who do not work forbanks, brokers, mining companies, or any other entity that has interests thatcould conflict with the best interests of the clients receiving the research,analysis, and advice.

All of our work is driven by fundamental commodities research and economicanalysis. As we undertake our research into individual commodities markets wegather a tremendous amount of information and develop an enormous body ofextremely high quality, unbiased analysis of the markets and the companies thatare involved with individual commodities. The outputs of our research andanalysis take the form of research reports, specialized and targeted consultingrelated to these markets, financial advisory services ranging from corporate andproject finance structuring to equity introductions, and managing specificcommodities and investment positions for clients.

CPM Group continues to demonstrate the economic value and financial worth ofsuperior research, information, and analysis. Our research is based onmicro-economic analysis of the individual components of each commodity market,wedded with a top-down macro-economic analysis of the global trends affectingthese markets. We apply the results of that analysis to our research,consulting, and advisory services.

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goldFederal ReserveJeffrey ChristianU.S. economic data
Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.