opinion

Gold and silver prices are falling: Why higher prices are still ahead

Kitco Media
By CPM Group
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Gold and silver prices are falling: Why higher prices are still ahead teaser image

In this presentation, Jeffrey Christian of CPM Group provides a precious metals update covering the gold price outlook, silver market, Federal Reserve interest rates, inflation, Jackson Hole, and the forces that could drive gold and silver prices over the final months of 2026.

Gold and silver have fallen following the Jackson Hole Economic Symposium as investors reassess the likelihood of higher interest rates. Jeff explains why CPM Group believes this may be an ultra-short-term reaction rather than a change in the broader precious metals trend.

Gold could remain under pressure for several more days, while silver, which had fallen toward $65, could also weaken further.

CPM still expects stronger gold and silver prices over the next several months as political, economic, inflation, currency, and financial conditions worsen.

Jeff also discusses the correlation between higher interest rates and gold prices, inflation, reduced international trade and cooperation, fiscal deficits, currency-market intervention, and the limits of monetary policy.

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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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goldJeffrey ChristianJackson Hole economic symposiuminflationcurrency
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.