Topic
Silver Research
Finvaulta tracks 59 research reports on Silver, updated through August 10, 2026. Latest: “Delta-One Flows & Positioning”.
Research highlights a macroeconomic landscape defined by geopolitical volatility and the resultant pressure on global inflation expectations. The conflict involving Iran and the closure of the Strait of Hormuz has propelled oil prices toward $100 and pushed bond yields higher, creating a complex backdrop for assets traditionally sensitive to inflation. While the US economy continues to expand and M2 liquidity resumes growth, the Eurozone faces significant headwinds with a PMI contraction to 47.5, suggesting divergent regional industrial paths. Investors are increasingly focusing on real rate spreads and the premium of equities over real yields, a dynamic that directly impacts the attractiveness of inflation-sensitive assets like Silver. Furthermore, the risk of inflation de-anchoring—modeled to potentially raise policy rates by 140bps in certain jurisdictions—underscores the persistence of price risks through 2027. Ultimately, the anticipated shift from inflation-centric to growth-centric central bank policies in late 2026 will likely redefine the global valuation framework for the commodity.
Featured reports
Delta-One Flows & Positioning
The report highlights robust risk-on flows into equities and fixed income, marked by a notable rotation from Semiconductors into broad Nasdaq exposure and a duration extension in bonds.
The Vault: Eyes on the Fed
ANZ Research anticipates gold prices to recover as Fed rate-hike expectations moderate. Long-term structural drivers and resilient central bank buying remain supportive for gold and silver.
Technical Views: Currencies, Commodities & 10Y Yield
The report provides a technical analysis of currency pairs, commodities, and government bond yields, highlighting a bullish outlook for the US dollar and rising US Treasury yields. Markets are currently observed at pivotal technical junctions, with various assets showing signs of recovery or consolidation following significant trends.
Not So Precious Metals
Precious metals are in clear short and medium-term downtrends following a parabolic blow-off earlier this year. BTIG expects further downside as the primary trend begins to inflect lower.
Precious Metals Daily
Gold prices remain under pressure due to hawkish Fed expectations, despite a weaker USD. The report suggests a potential break of the USD 4,000/oz support level in the near term.
The Vault
ANZ Research highlights that gold is currently pressured by US yield environments and AI-driven equity market performance, but remains a strong long-term strategic asset. Structural geopolitical and macro drivers are expected to support a price rebound despite recent downward revisions to year-end forecasts.
CIO View: Silver
UBS has lowered its silver price forecasts due to a shifting interest rate environment and reduced investment demand, leading to a balanced market forecast for 2026. The firm continues to favor a strategy of selling volatility for yield generation.
Silver Chart Set
The UBS 2Q26 Silver Chart Set reports that silver is currently consolidating and remains expensive in real terms, with subdued investment positioning in ETFs and futures.
US Equities Weekly Rundown
Global Commodities The Week in Commodities
Delta-One Flows & Positioning
All reports
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Delta-One Flows & Positioning
J.P. Morgan · Aug 10, 2026
US Equities Weekly Rundown
Goldman Sachs · Aug 7, 2026
Global Commodities The Week in Commodities
J.P. Morgan · Jul 31, 2026
Delta-One Flows & Positioning
J.P. Morgan · Jul 27, 2026
The Week Ahead Geopolitical Risks Challenge The Disinflation Narrative
UBS · Jul 23, 2026
The Vault: Eyes on the Fed
ANZ · Jul 15, 2026
Technical Views: Currencies, Commodities & 10Y Yield
Pictet · Jul 14, 2026
Westpac Commodity Forecasts
Westpac · Jul 13, 2026
Middle East Daily
MUFG · Jul 13, 2026
Not So Precious Metals
BTIG · Jul 8, 2026
Delta-One Flows & Positioning
J.P. Morgan · Jul 6, 2026
Commodity Call
ANZ · Jul 6, 2026
The Commodities Feed
ING · Jul 3, 2026
Australian Morning Focus
ANZ · Jul 3, 2026
The Week In Seven Charts
Syz Private Banking · Jun 29, 2026
Precious Metals Daily
HSBC · Jun 29, 2026
Middle East Daily
MUFG · Jun 25, 2026
Gold’s Correction Prompts a Forecast Reset
ING · Jun 24, 2026
Middle East Daily
MUFG · Jun 24, 2026
Precious Special Report
Deutsche Bank · Jun 22, 2026
Precious Special Report: Hawks Drive Out Bulls
Deutsche Bank · Jun 22, 2026
Commodity Tracker
ANZ · Jun 18, 2026
Asia FX Talk
MUFG · Jun 17, 2026
The Bullion Report Signs Of Basing
UBS · Jun 15, 2026
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