"Global markets are nearing the year-end with striking contrasts across major asset classes, shaped by shifting rate expectations, geopolitical uncertainty, and uneven economic momentum. Nowhere was this divergence more evident than in the performance of commodities, oil, and global equities. Gold led with a gain of more than 60%, its strongest annual advance in over a decade, while silver outperformed even that, surging nearly 100% over the year. Both precious metals benefited from expectations of global monetary easing, persistent geopolitical tensions,"
"Silver's outsized move reflected not only safe-haven flows but also increased demand linked to industrial applications, particularly in clean-energy technologies. As real yields softened and central-bank accumulation continued, precious metals reaffirmed their role as key hedging instruments in an environment marked by macro uncertainty. In contrast, US crude oil fell roughly 20%, underscoring a year marked by fluctuating demand expectations and"
Markets displayed pronounced divergence across asset classes as shifting rate expectations, geopolitical tensions, and uneven growth drove outcomes. Precious metals posted strong gains, with gold rising over 60% and silver nearly 100%, supported by expectations of global monetary easing, central-bank accumulation, softer real yields, safe-haven flows, and rising industrial demand for silver in clean-energy technologies. By contrast, US crude oil fell about 20% amid ample supply, resilient US output, and slower industrial activity in Europe and China that weakened demand expectations. Global equities recovered early losses and delivered robust returns, backed by resilient corporate earnings and a stabilizing inflation backdrop that supported hopes for a US soft landing.
Read at London Business News | Londonlovesbusiness.com
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