Commodities

Goldman Sachs sees copper under pressure from Fed rate-hike bets now, but predicts long-term gains from EVs, defense, and AI demand.

Gold surged 3.7% and silver jumped 6% on July 1 after Fed Chair Warsh said inflation risks have come down, raising rate-cut bets.

Western ETF investors pulled $12 billion from gold in four months while central banks quietly bought 15 times what they reported.

Copper is hitting a physical wall in AI data centers, and the $26 billion photonics market is the only technology built to replace it.

Hawkish Fed signals and a surging dollar have pushed silver to its steepest monthly loss in four years. Why is silver going lower?

Silver is breaking from gold's monetary script and trading on solar panels and EVs instead — and the gap is getting wider, not narrower.

Silver dropped 44% from its peak, but the long-term silver price trend for 2026 remains strong. Explore structural deficits and industrial demand.

As copper demand surges from AI and electrification, discover whether physical ETFs or mining stocks offer the best market exposure.

Gold fell 3% as strong U.S. jobs data boosted rate-hike bets and lifted the dollar/yields. Despite this correction, long-term forecasts remain bullish.