Daily BriefsMacro

Daily Brief Macro: Silver Surges to Multi-Year Highs on Industrial and Monetary Tailwinds and more

In today’s briefing:

  • Silver Surges to Multi-Year Highs on Industrial and Monetary Tailwinds


Silver Surges to Multi-Year Highs on Industrial and Monetary Tailwinds

By Rahul Jain

  • Silver prices have rallied ~24% over the past 12 months, driven by strong industrial demand (solar, EVs) and renewed investor interest amid inflation concerns.
  • With a fourth consecutive market deficit and accelerating demand from clean energy applications, the setup points to a multi-year bullish cycle—especially if real rates remain subdued.
  • This report provides a comprehensive analysis of the silver market’s recent performance, long-term demand-supply dynamics, key producers’ sensitivity to price movements, and valuation-driven investment opportunities.

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