Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

Commodities

<ul>
<li>Section 232 is a statute of law allowing the president to investigate imports threatening national security</li>
<li>Metals markets have been affected by Section 232 investigations, with potential tariffs impacting silver and gold prices</li>
<li>The recent Critical Minerals report resulted in a lighter touch approach, focusing on negotiations and potential remedies rather than immediate tariffs, easing concerns in precious metals markets like silver</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Section 232 is a statute of law allowing the president to investigate imports threatening national security
Metals markets have been affected by Section 232 investigations, with potential tariffs impacting silver and gold prices
The recent Critical Minerals report resulted in a lighter touch approach, focusing on negotiations and potential remedies rather than immediate tariffs, easing concerns in precious metals markets like silver

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Oil, gas, and metals kick off a volatile year

<ul><li>Precious metals experiencing volatility, with gold up 18% in January and silver up over 40% this year</li><li>Correction in gold market seen as healthy and not overdue, with medium term target of $6,000 per ounce</li><li>Copper market experiencing intense volatility, with record levels hit and China's involvement impacting market dynamics</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Precious metals experiencing volatility, with gold up 18% in January and silver up over 40% this yearCorrection in gold market seen as healthy and not overdue, with medium term target of $6,000 per ounceCopper market experiencing intense volatility, with record levels hit and China's involvement impacting market dynamicsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities:  A week of commodity whiplash

<ul><li>Valuations were fair on last Friday, with the exception of the media-reported rate check by New York Fed for the Japanese yen which triggered a rise in the dollar and metals trade.</li><li>Despite potential consolidation and pullbacks ahead of payrolls, the macro backdrop favors pro-cyclical currencies and a weaker dollar.</li><li>Gold is believed to have a structural bullish trend, while silver may experience a sharp correction due to speculative overextension, and copper's rally is driven by Chinese flows and supply constraints.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Valuations were fair on last Friday, with the exception of the media-reported rate check by New York Fed for the Japanese yen which triggered a rise in the dollar and metals trade.Despite potential consolidation and pullbacks ahead of payrolls, the macro backdrop favors pro-cyclical currencies and a weaker dollar.Gold is believed to have a structural bullish trend, while silver may experience a sharp correction due to speculative overextension, and copper's rally is driven by Chinese flows and supply constraints.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global FX and Commodities: The dollar, metals, APAC and vols

Hot Topics in Global Metals & Mining Each Week, BMO Equity Research Metal Matters

BMO Equity Research Metal Matters

Hot Topics in Global Metals & Mining Each Week

Featuring Colin Hamilton, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week.

<ul><li>Record highs in gold and silver driven by North American ETF inflows</li><li>Stabilization of gold to silver price ratio suggests potential bottom as physical surplus widens</li><li>China's production data and aluminum prices under scrutiny, while tin outperforms other base metals due to supply and demand dynamics</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Record highs in gold and silver driven by North American ETF inflowsStabilization of gold to silver price ratio suggests potential bottom as physical surplus widensChina's production data and aluminum prices under scrutiny, while tin outperforms other base metals due to supply and demand dynamicsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Geopolitical Rupture and the Age of Metals Stockpiling

<ul><li>Strong gold demand in 3Q25, totaling almost 980 tons, leading to a surge in demand inflow</li><li>Expectation of continued central bank buying and investor demand growth in 2026</li><li>Bullish outlook for gold prices, with potential risks including rate sensitivity and potential tariff uncertainties for other precious metals</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Strong gold demand in 3Q25, totaling almost 980 tons, leading to a surge in demand inflowExpectation of continued central bank buying and investor demand growth in 2026Bullish outlook for gold prices, with potential risks including rate sensitivity and potential tariff uncertainties for other precious metalsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Metals headed for even greater heights

United States

Silver is the metallic element with the atomic number 47. Its symbol is Ag, from the Latin argentum, derived from the Greek ὰργὀς (literally "shiny" or "white"), and ultimately from a Proto-Indo-European language root reconstructed as *h₂erǵ-, "grey" or "shining". A soft, white, lustrous transition metal, it exhibits the highest electrical conductivity, thermal conductivity, and reflectivity of any metal. The metal is found in the Earth's crust in the pure, free elemental form ("native silver"), as an alloy with gold and other metals, and in minerals such as argentite and chlorargyrite. Most silver is produced as a byproduct of copper, gold, lead, and zinc refining.

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Silver (SILVER COMDTY)

Global Commodities: Oil, gas, and metals kick off a volatile year

Section 232 allows the president to investigate imports threatening national security, with the recent critical minerals report leading to...

At Any Rate

Global Commodities: A week of commodity whiplash

Precious metals like gold and silver are experiencing volatility, with gold undergoing a healthy correction and a structural bullish story, while...

At Any Rate

Global FX and Commodities: The dollar, metals, APAC and vols

Overall, valuations were mostly fair in the market last week, with some exceptions such as the rate check on the Japanese yen leading to a surge in...

At Any Rate

Geopolitical Rupture and the Age of Metals Stockpiling

Gold and silver prices reach new highs, silver momentum declining, Chinese crackdown on high frequency trading, base metals showing slight...

BMO Equity Research Metal Matters

Global Commodities: Metals headed for even greater heights

In the third quarter of 2025, gold demand surged to nearly 980 tons, driven by a price increase, with expectations for continued strong central...

At Any Rate

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52-week Range

Market Cap (USDm)

P/E

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